Realta Investment Advisors’s ExxonMobil XOM Stock Holding History

Realta Investment 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	$426K	Sell	3,115 -1,031	-25%	-$154K	0.13%	144
2026 Q1	$703K	Buy	4,146 +53	+1%	+$7.73K	0.24%	95
2025 Q4	$493K	Sell	4,093 -708	-15%	-$82.1K	0.16%	126
2025 Q3	$541K	Sell	4,801 -1,081	-18%	-$120K	0.18%	115
2025 Q2	$634K	Sell	5,882 -1,813	-24%	-$194K	0.25%	85
2025 Q1	$915K	Sell	7,695 -205	-3%	-$22.7K	0.42%	60
2024 Q4	$852K	Sell	7,900 -504	-6%	-$59K	0.35%	62
2024 Q3	$1.04M	Sell	8,404 -15,763	-65%	-$1.82M	0.48%	48
2024 Q2	$2.78M	Buy	24,167 +754	+3%	+$87.8K	0.54%	30
2024 Q1	$2.72M	Buy	23,413 +645	+3%	+$67.5K	0.56%	28
2023 Q4	$2.28M	Buy	22,768 +2,213	+11%	+$233K	0.51%	36
2023 Q3	$2.2M	Sell	20,555 -2,785	-12%	-$305K	0.51%	34
2023 Q2	$2.5M	Buy	23,340 +385	+2%	+$42K	0.55%	29
2023 Q1	$2.52M	Sell	22,955 -7,065	-24%	-$781K	0.61%	26
2022 Q4	$3.31M	Buy	30,020 +2,803	+10%	+$300K	0.81%	15
2022 Q3	$2.38M	Sell	27,217 -3,183	-10%	-$291K	0.62%	23
2022 Q2	$2.66M	Sell	30,400 -800	-3%	-$72.2K	0.65%	26
2022 Q1	$2.58M	Buy	31,200 +5,499	+21%	+$427K	0.51%	33
2021 Q4	$1.57M	Buy	25,701 +243	+1%	+$15.2K	0.35%	62
2021 Q3	$1.5M	Buy	25,458 +1,405	+6%	+$80.1K	0.35%	58
2021 Q2	$1.52M	Sell	24,053 -2,143	-8%	-$128K	0.36%	59
2021 Q1	$1.46M	Buy	26,196 +487	+2%	+$25.5K	0.38%	57
2020 Q4	$1.06M	Sell	25,709 -6,035	-19%	-$226K	0.3%	75
2020 Q3	$1.09M	Buy	31,744 +3,156	+11%	+$129K	0.37%	59
2020 Q2	$1.28M	Buy	28,588 +1,354	+5%	+$60.7K	0.42%	49
2020 Q1	$1.03M	Buy	27,234 +2,544	+10%	+$140K	0.44%	49
2019 Q4	$1.68M	Buy	24,690 +1,155	+5%	+$79.9K	0.46%	35
2019 Q3	$1.66M	Sell	23,535 -164	-0.7%	-$11.9K	0.45%	34
2019 Q2	$1.82M	Buy	23,699 +8,068	+52%	+$625K	0.51%	30
2019 Q1	$1.26M	Buy	+15,631	New	+$1.19M	0.57%	23

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Realta Investment Advisors's XOM Position: Q2 2026 in Review

Realta Investment Advisors reduced its ExxonMobil (XOM) stake by 25% in Q2 2026, selling an estimated $154K and leaving 3,115 shares worth $426K. The position accounts for 0.13% of the portfolio, ranked #144.

Realta Investment Advisors first reported a position in XOM in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.31M in Q4 2022. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Realta Investment Advisors held 3,115 shares of ExxonMobil worth $426K as of Q2 2026.
Realta Investment Advisors sold 1,031 ExxonMobil shares in Q2 2026, an estimated $154K.
ExxonMobil made up 0.13% of Realta Investment Advisors's portfolio in Q2 2026, its #144 holding.
Realta Investment Advisors first reported a position in ExxonMobil in Q1 2019 and has held it in 30 quarters since.
Realta Investment Advisors's ExxonMobil position peaked at $3.31M in Q4 2022.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.