Sage Investment Advisers’s ExxonMobil XOM Stock Holding History

Sage Investment Advisers’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	$254K	Buy	1,856 +71	+4%	+$10.6K	0.17%	90
2026 Q1	$287K	Buy	1,785 +76	+4%	+$11.1K	0.21%	77
2025 Q4	$206K	Buy	+1,709	New	+$198K	0.15%	84
2023 Q4	–	Sell	-2,913	Closed	-$343K	–	70
2023 Q3	$343K	Sell	2,913 -91	-3%	-$9.98K	0.47%	43
2023 Q2	$322K	Buy	+3,004	New	+$328K	0.43%	44
2022 Q1	–	Sell	-6,162	Closed	-$377K	–	75
2021 Q4	$377K	Buy	+6,162	New	+$385K	0.49%	48

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sage Investment Advisers's XOM Position: Q2 2026 in Review

Sage Investment Advisers increased its ExxonMobil (XOM) stake by 4% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,856 shares worth $254K. The position accounts for 0.17% of the portfolio, ranked #90.

Sage Investment Advisers first reported a position in XOM in Q4 2021 and has held it in 6 quarters since. The position peaked at $377K in Q4 2021. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sage Investment Advisers held 1,856 shares of ExxonMobil worth $254K as of Q2 2026.
Sage Investment Advisers bought 71 ExxonMobil shares in Q2 2026, an estimated $10.6K.
ExxonMobil made up 0.17% of Sage Investment Advisers's portfolio in Q2 2026, its #90 holding.
Sage Investment Advisers first reported a position in ExxonMobil in Q4 2021 and has held it in 6 quarters since.
Sage Investment Advisers's ExxonMobil position peaked at $377K in Q4 2021.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.