Private Capital Advisors’s ExxonMobil XOM Stock Holding History

Private Capital Advisors’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.8M	Hold	27,815	–	–	0.33%	28
2026 Q1	$4.72M	Hold	27,815	–	–	0.54%	25
2025 Q4	$3.35M	Hold	27,815	–	–	0.34%	30
2025 Q3	$3.14M	Hold	27,815	–	–	0.35%	30
2025 Q2	$3M	Hold	27,815	–	–	0.37%	28
2025 Q1	$3.31M	Sell	27,815 -520	-2%	-$57.5K	0.4%	29
2024 Q4	$3.05M	Hold	28,335	–	–	0.36%	29
2024 Q3	$3.32M	Hold	28,335	–	–	0.36%	33
2024 Q2	$3.26M	Hold	28,335	–	–	0.36%	34
2024 Q1	$3.29M	Hold	28,335	–	–	0.41%	34
2023 Q4	$2.83M	Sell	28,335 -130	-0.5%	-$13.7K	0.43%	33
2023 Q3	$3.01M	Hold	28,465	–	–	0.46%	32
2023 Q2	$3.05M	Hold	28,465	–	–	0.5%	29
2023 Q1	$3.12M	Buy	28,465 +1,995	+8%	+$221K	0.59%	29
2022 Q4	$2.92M	Hold	26,470	–	–	0.5%	29
2022 Q3	$2.31M	Hold	26,470	–	–	0.4%	36
2022 Q2	$2.27M	Buy	26,470 +130	+0.5%	+$11.7K	0.38%	38
2022 Q1	$2.17M	Buy	26,340 +8,905	+51%	+$692K	0.32%	46
2021 Q4	$1.07M	Hold	17,435	–	–	0.17%	46
2021 Q3	$1.03M	Buy	17,435 +663	+4%	+$37.8K	0.17%	50
2021 Q2	$1.06M	Sell	16,772 -35	-0.2%	-$2.09K	0.18%	49
2021 Q1	$938K	Hold	16,807	–	–	0.18%	56
2020 Q4	$693K	Hold	16,807	–	–	0.14%	57
2020 Q3	$577K	Sell	16,807 -177	-1%	-$7.24K	0.13%	61
2020 Q2	$760K	Hold	16,984	–	–	0.2%	48
2020 Q1	$645K	Hold	16,984	–	–	0.2%	48
2019 Q4	$1.19M	Hold	16,984	–	–	0.29%	45
2019 Q3	$1.2M	Sell	16,984 -624	-4%	-$45.1K	0.33%	46
2019 Q2	$1.35M	Sell	17,608 -16,122	-48%	-$1.25M	0.38%	46
2019 Q1	$2.73M	Hold	33,730	–	–	0.82%	34
2018 Q4	$2.3M	Hold	33,730	–	–	0.82%	33
2018 Q3	$2.87M	Sell	33,730 -51	-0.2%	-$4.17K	0.79%	40
2018 Q2	$2.79M	Hold	33,781	–	–	0.88%	38
2018 Q1	$2.52M	Sell	33,781 -200	-0.6%	-$16K	0.84%	37
2017 Q4	$2.84M	Sell	33,981 -7,638	-18%	-$632K	0.99%	33
2017 Q3	$3.41M	Sell	41,619 -2,000	-5%	-$159K	1.16%	33
2017 Q2	$3.52M	Buy	43,619 +375	+0.9%	+$30.7K	1.14%	30
2017 Q1	$3.55M	Sell	43,244 -3	-0%	-$251	1.16%	30
2016 Q4	$3.9M	Hold	43,247	–	–	1.34%	27
2016 Q3	$3.77M	Hold	43,247	–	–	1.35%	25
2016 Q2	$4.05M	Hold	43,247	–	–	1.53%	23
2016 Q1	$3.62M	Hold	43,247	–	–	1.61%	25
2015 Q4	$3.37M	Hold	43,247	–	–	1.46%	28
2015 Q3	$3.21M	Hold	43,247	–	–	1.35%	31
2015 Q2	$3.6M	Hold	43,247	–	–	1.17%	34
2015 Q1	$3.68M	Hold	43,247	–	–	1.34%	35
2014 Q4	$4M	Hold	43,247	–	–	1.51%	27
2014 Q3	$4.07M	Hold	43,247	–	–	1.32%	29
2014 Q2	$4.35M	Hold	43,247	–	–	1.41%	31
2014 Q1	$4.22M	Hold	43,247	–	–	1.61%	21
2013 Q4	$4.38M	Hold	43,247	–	–	1.5%	23
2013 Q3	$3.72M	Hold	43,247	–	–	1.35%	32
2013 Q2	$3.91M	Buy	+43,247	New	+$3.89M	1.45%	24

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Private Capital Advisors's XOM Position: Q2 2026 in Review

Private Capital Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 27,815 shares worth $3.8M. The position accounts for 0.33% of the portfolio, ranked #28.

Private Capital Advisors first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.72M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Private Capital Advisors held 27,815 shares of ExxonMobil worth $3.8M as of Q2 2026.
Private Capital Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.33% of Private Capital Advisors's portfolio in Q2 2026, its #28 holding.
Private Capital Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
Private Capital Advisors's ExxonMobil position peaked at $4.72M in Q1 2026.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Private Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.