SRA
XOM icon

Secured Retirement Advisors’s ExxonMobil XOM Stock Holding History

Secured Retirement 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 		– Sell
-18,813
Closed -$3.19M – 156
2026
Q1 		$3.19M Sell
18,813
-113
-0.6% -$16.5K 1.81% 10
2025
Q4 		$2.28M Buy
18,926
+1,076
+6% +$125K 1.27% 20
2025
Q3 		$2.01M Buy
+17,850
New +$1.98M 1.12% 25
2025
Q2 		– Sell
-8,418
Closed -$1M – 128
2025
Q1 		$1M Sell
8,418
-1,509
-15% -$167K 0.65% 64
2024
Q4 		$1.07M Buy
9,927
+6,696
+207% +$783K 0.61% 72
2024
Q3 		$379K Buy
3,231
+238
+8% +$27.5K 0.27% 83
2024
Q2 		$345K Sell
2,993
-191
-6% -$22.2K 0.27% 85
2024
Q1 		$370K Buy
3,184
+60
+2% +$6.28K 0.31% 81
2023
Q4 		$312K Buy
+3,124
New +$328K 0.3% 84

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
Robeco Institutional Asset Management
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

Secured Retirement Advisors's XOM Position: Q2 2026 in Review

Secured Retirement Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 18,813 shares — an estimated $3.19M sold.

Secured Retirement Advisors first reported a position in XOM in Q4 2023 and held it in 9 quarters. The position peaked at $3.19M in Q1 2026. 1,010 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Secured Retirement Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 18,813 ExxonMobil shares in Q2 2026, an estimated $3.19M.
  • Secured Retirement Advisors first reported a position in ExxonMobil in Q4 2023 and held it in 9 quarters.
  • Secured Retirement Advisors's ExxonMobil position peaked at $3.19M in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.