Sequoia Financial 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 | $100M | Buy |
731,436
+30,501
| +4% | +$4.57M | 0.5% | 42 |
|
|
2026
Q1 | $119M | Buy |
700,935
+24,541
| +4% | +$3.58M | 0.67% | 35 |
|
|
2025
Q4 | $81.4M | Buy |
676,394
+27,734
| +4% | +$3.22M | 0.45% | 47 |
|
|
2025
Q3 | $73.1M | Buy |
648,660
+18,051
| +3% | +$2.01M | 0.44% | 48 |
|
|
2025
Q2 | $68M | Buy |
630,609
+111,147
| +21% | +$11.9M | 0.46% | 49 |
|
|
2025
Q1 | $61.8M | Sell |
519,462
-14,717
| -3% | -$1.63M | 0.48% | 47 |
|
|
2024
Q4 | $57.5M | Buy |
534,179
+75,562
| +16% | +$8.84M | 0.55% | 37 |
|
|
2024
Q3 | $53.8M | Buy |
458,617
+50,326
| +12% | +$5.81M | 0.58% | 36 |
|
|
2024
Q2 | $47M | Buy |
408,291
+19,019
| +5% | +$2.22M | 0.57% | 36 |
|
|
2024
Q1 | $45.2M | Buy |
389,272
+71,781
| +23% | +$7.51M | 0.56% | 36 |
|
|
2023
Q4 | $31.7M | Buy |
317,491
+69,674
| +28% | +$7.32M | 0.39% | 59 |
|
|
2023
Q3 | $29.1M | Buy |
247,817
+18,401
| +8% | +$2.02M | 0.51% | 44 |
|
|
2023
Q2 | $24.6M | Buy |
229,416
+43,654
| +23% | +$4.76M | 0.42% | 47 |
|
|
2023
Q1 | $20.4M | Buy |
185,762
+8,808
| +5% | +$974K | 0.45% | 39 |
|
|
2022
Q4 | $19.5M | Buy |
176,954
+53,218
| +43% | +$5.7M | 0.48% | 38 |
|
|
2022
Q3 | $10.8M | Sell |
123,736
-7,648
| -6% | -$698K | 0.34% | 52 |
|
|
2022
Q2 | $11.3M | Buy |
131,384
+14,024
| +12% | +$1.26M | 0.32% | 55 |
|
|
2022
Q1 | $9.69M | Buy |
117,360
+17,447
| +17% | +$1.36M | 0.24% | 86 |
|
|
2021
Q4 | $6.11M | Buy |
99,913
+90,601
| +973% | +$5.66M | 0.17% | 105 |
|
|
2021
Q3 | $548K | Sell |
9,312
-72,506
| -89% | -$4.13M | 0.06% | 145 |
|
|
2021
Q2 | $5.16M | Buy |
81,818
+40,425
| +98% | +$2.41M | 0.19% | 94 |
|
|
2021
Q1 | $2.31M | Sell |
41,393
-1,311
| -3% | -$68.7K | 0.1% | 119 |
|
|
2020
Q4 | $1.76M | Buy |
42,704
+646
| +2% | +$24.2K | 0.08% | 134 |
|
|
2020
Q3 | $1.44M | Sell |
42,058
-23,854
| -36% | -$975K | 0.08% | 135 |
|
|
2020
Q2 | $2.95M | Buy |
65,912
+8,641
| +15% | +$388K | 0.17% | 70 |
|
|
2020
Q1 | $2.17M | Buy |
57,271
+14,189
| +33% | +$783K | 0.16% | 74 |
|
|
2019
Q4 | $3.01M | Sell |
43,082
-11,374
| -21% | -$787K | 0.19% | 69 |
|
|
2019
Q3 | $3.85M | Buy |
54,456
+1,060
| +2% | +$76.6K | 0.28% | 54 |
|
|
2019
Q2 | $4.09M | Buy |
53,396
+149
| +0.3% | +$11.5K | 0.3% | 53 |
|
|
2019
Q1 | $4.3M | Buy |
53,247
+28,177
| +112% | +$2.15M | 0.35% | 47 |
|
|
2018
Q4 | $1.71M | Sell |
25,070
-5,307
| -17% | -$416K | 0.2% | 76 |
|
|
2018
Q3 | $2.58M | Sell |
30,377
-3,071
| -9% | -$251K | 0.26% | 69 |
|
|
2018
Q2 | $2.77M | Sell |
33,448
-6,611
| -17% | -$527K | 0.29% | 59 |
|
|
2018
Q1 | $2.99M | Buy |
40,059
+2,666
| +7% | +$213K | 0.31% | 61 |
|
|
2017
Q4 | $3.13M | Buy |
37,393
+5,773
| +18% | +$477K | 0.33% | 63 |
|
|
2017
Q3 | $2.59M | Buy |
31,620
+9,035
| +40% | +$717K | 0.31% | 63 |
|
|
2017
Q2 | $1.82M | Sell |
22,585
-223
| -1% | -$18.2K | 0.23% | 80 |
|
|
2017
Q1 | $1.87M | Sell |
22,808
-759
| -3% | -$63.4K | 0.24% | 75 |
|
|
2016
Q4 | $2.13M | Buy |
23,567
+9,649
| +69% | +$843K | 0.3% | 61 |
|
|
2016
Q3 | $1.22M | Sell |
13,918
-2,982
| -18% | -$265K | 0.23% | 72 |
|
|
2016
Q2 | $1.58M | Sell |
16,900
-1,120
| -6% | -$99K | 0.44% | 53 |
|
|
2016
Q1 | $1.51M | Buy |
18,020
+1,930
| +12% | +$155K | 0.49% | 47 |
|
|
2015
Q4 | $1.25M | Sell |
16,090
-155
| -1% | -$12.4K | 0.51% | 42 |
|
|
2015
Q3 | $1.21M | Sell |
16,245
-594
| -4% | -$45.8K | 0.53% | 40 |
|
|
2015
Q2 | $1.4M | Buy |
16,839
+3,746
| +29% | +$322K | 0.59% | 34 |
|
|
2015
Q1 | $1.11M | Buy |
13,093
+318
| +2% | +$28.2K | 0.51% | 47 |
|
|
2014
Q4 | $1.18M | Sell |
12,775
-538
| -4% | -$50.2K | 0.81% | 27 |
|
|
2014
Q3 | $1.25M | Sell |
13,313
-1,030
| -7% | -$103K | 0.87% | 26 |
|
|
2014
Q2 | $1.44M | Buy |
14,343
+447
| +3% | +$45.1K | 1.1% | 19 |
|
|
2014
Q1 | $1.36M | Buy |
13,896
+790
| +6% | +$75.3K | 1.13% | 13 |
|
|
2013
Q4 | $1.33M | Buy |
+13,106
| New | +$1.21M | 1.1% | 15 |
|
Other funds holding XOM
Sequoia Financial Advisors's XOM Position: Q2 2026 in Review
Sequoia Financial Advisors increased its ExxonMobil (XOM) stake by 4.4% in Q2 2026, buying an estimated $4.57M and bringing the position to 731,436 shares worth $100M. The position accounts for 0.5% of the portfolio, ranked #42.
Sequoia Financial Advisors first reported a position in XOM in Q4 2013 and has held it in 51 quarters since. The position peaked at $119M in Q1 2026. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Sequoia Financial Advisors held 731,436 shares of ExxonMobil worth $100M as of Q2 2026.
- Sequoia Financial Advisors bought 30,501 ExxonMobil shares in Q2 2026, an estimated $4.57M.
- ExxonMobil made up 0.5% of Sequoia Financial Advisors's portfolio in Q2 2026, its #42 holding.
- Sequoia Financial Advisors first reported a position in ExxonMobil in Q4 2013 and has held it in 51 quarters since.
- Sequoia Financial Advisors's ExxonMobil position peaked at $119M in Q1 2026.
- 4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.