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Sandy Cove Advisors’s ExxonMobil XOM Stock Holding History

Sandy Cove 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 		$1.62M Buy
11,819
+378
+3% +$56.6K 0.4% 36
2026
Q1 		$1.94M Sell
11,441
-202
-2% -$29.5K 0.58% 29
2025
Q4 		$1.4M Buy
11,643
+216
+2% +$25.1K 0.42% 33
2025
Q3 		$1.29M Buy
11,427
+341
+3% +$37.9K 0.41% 37
2025
Q2 		$1.2M Buy
11,086
+992
+10% +$106K 0.43% 35
2025
Q1 		$1.2M Buy
10,094
+831
+9% +$91.9K 0.48% 31
2024
Q4 		$996K Buy
9,263
+1,372
+17% +$160K 0.39% 40
2024
Q3 		$925K Buy
7,891
+461
+6% +$53.2K 0.38% 42
2024
Q2 		$855K Buy
7,430
+958
+15% +$112K 0.38% 45
2024
Q1 		$752K Buy
6,472
+1,839
+40% +$192K 0.35% 50
2023
Q4 		$463K Sell
4,633
-416
-8% -$43.7K 0.24% 66
2023
Q3 		$594K Buy
5,049
+32
+0.6% +$3.51K 0.34% 52
2023
Q2 		$538K Buy
5,017
+1,790
+55% +$195K 0.31% 55
2023
Q1 		$354K Buy
3,227
+5
+0.2% +$553 0.26% 61
2022
Q4 		$355K Sell
3,222
-202
-6% -$21.6K 0.29% 52
2022
Q3 		$299K Sell
3,424
-9,542
-74% -$871K 0.27% 53
2022
Q2 		$1.11M Buy
12,966
+1
+0% +$90 1.01% 22
2022
Q1 		$1.07M Buy
12,965
+3,124
+32% +$243K 0.89% 19
2021
Q4 		$602K Buy
+9,841
New +$615K 0.51% 37

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sandy Cove Advisors's XOM Position: Q2 2026 in Review

Sandy Cove Advisors increased its ExxonMobil (XOM) stake by 3.3% in Q2 2026, buying an estimated $56.6K and bringing the position to 11,819 shares worth $1.62M. The position accounts for 0.4% of the portfolio, ranked #36.

Sandy Cove Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.94M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sandy Cove Advisors held 11,819 shares of ExxonMobil worth $1.62M as of Q2 2026.
  • Sandy Cove Advisors bought 378 ExxonMobil shares in Q2 2026, an estimated $56.6K.
  • ExxonMobil made up 0.4% of Sandy Cove Advisors's portfolio in Q2 2026, its #36 holding.
  • Sandy Cove Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Sandy Cove Advisors's ExxonMobil position peaked at $1.94M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.