Sequoia Financial Advisors’s ExxonMobil XOM Stock Holding History

Sequoia Financial 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	$2.72M	Buy	19,900 +500	+3%	+$74.8K	0.01%	511
2026 Q1	$3.29M	Buy	+19,400	New	+$2.83M	0.02%	432
2025 Q4	–	Sell	-7,500	Closed	-$870K	–	526
2025 Q3	$846K	Buy	+7,500	New	+$834K	0.01%	864
2025 Q2	–	Hold	0	–	–	–	780

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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. 1,033 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.
1,033 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.