Realta Investment Advisors’s ExxonMobil XOM Stock Holding History
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
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. 4,276 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.
- 4,276 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.