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Quantum Financial Advisors’s ExxonMobil XOM Stock Holding History

Quantum Financial 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 		$1.76M Sell
12,847
-213
-2% -$31.9K 0.17% 60
2026
Q1 		$2.22M Buy
13,060
+383
+3% +$55.9K 0.25% 52
2025
Q4 		$1.53M Buy
12,677
+2,457
+24% +$285K 0.17% 60
2025
Q3 		$1.15M Hold
10,220
– – 0.14% 65
2025
Q2 		$1.1M Sell
10,220
-444
-4% -$47.5K 0.15% 67
2025
Q1 		$1.27M Sell
10,664
-334
-3% -$36.9K 0.19% 63
2024
Q4 		$1.18M Sell
10,998
-417
-4% -$48.8K 0.18% 61
2024
Q3 		$1.34M Buy
11,415
+1,694
+17% +$196K 0.21% 58
2024
Q2 		$1.12M Buy
9,721
+1,833
+23% +$213K 0.2% 59
2024
Q1 		$917K Buy
7,888
+3,148
+66% +$329K 0.17% 61
2023
Q4 		$474K Sell
4,740
-684
-13% -$71.9K 0.12% 52
2023
Q3 		$638K Buy
5,424
+1,944
+56% +$213K 0.19% 42
2023
Q2 		$373K Buy
3,480
+359
+12% +$39.2K 0.11% 55
2023
Q1 		$342K Hold
3,121
– – 0.11% 56
2022
Q4 		$344K Buy
3,121
+136
+5% +$14.6K 0.16% 48
2022
Q3 		$261K Hold
2,985
– – 0.12% 57
2022
Q2 		$273K Buy
+2,985
New +$269K 0.1% 68

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Quantum Financial Advisors's XOM Position: Q2 2026 in Review

Quantum Financial Advisors reduced its ExxonMobil (XOM) stake by 1.6% in Q2 2026, selling an estimated $31.9K and leaving 12,847 shares worth $1.76M. The position accounts for 0.17% of the portfolio, ranked #60.

Quantum Financial Advisors first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.22M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Quantum Financial Advisors held 12,847 shares of ExxonMobil worth $1.76M as of Q2 2026.
  • Quantum Financial Advisors sold 213 ExxonMobil shares in Q2 2026, an estimated $31.9K.
  • ExxonMobil made up 0.17% of Quantum Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Quantum Financial Advisors first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
  • Quantum Financial Advisors's ExxonMobil position peaked at $2.22M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.