Shore Point Advisors’s ExxonMobil XOM Stock Holding History

Shore Point 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	$1.23M	Buy	8,965 +162	+2%	+$24.2K	0.42%	33
2026 Q1	$1.49M	Hold	8,803	–	–	0.59%	32
2025 Q4	$1.06M	Buy	8,803 +25	+0.3%	+$2.9K	0.45%	34
2025 Q3	$990K	Sell	8,778 -210	-2%	-$23.3K	0.44%	33
2025 Q2	$969K	Sell	8,988 -300	-3%	-$32.1K	0.47%	31
2025 Q1	$1.1M	Buy	9,288 +6,292	+210%	+$696K	0.58%	28
2024 Q4	$322K	Hold	2,996	–	–	0.17%	52
2024 Q3	$351K	Sell	2,996 -43	-1%	-$4.96K	0.19%	47
2024 Q2	$350K	Buy	3,039 +880	+41%	+$102K	0.2%	45
2024 Q1	$251K	Hold	2,159	–	–	0.14%	52
2023 Q4	$216K	Buy	+2,159	New	+$227K	0.13%	53
2022 Q1	–	Sell	-79	Closed	-$5K	–	198
2021 Q4	$5K	Buy	+79	New	+$4.94K	﹤0.01%	152

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Shore Point Advisors's XOM Position: Q2 2026 in Review

Shore Point Advisors increased its ExxonMobil (XOM) stake by 1.8% in Q2 2026, buying an estimated $24.2K and bringing the position to 8,965 shares worth $1.23M. The position accounts for 0.42% of the portfolio, ranked #33.

Shore Point Advisors first reported a position in XOM in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.49M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Shore Point Advisors held 8,965 shares of ExxonMobil worth $1.23M as of Q2 2026.
Shore Point Advisors bought 162 ExxonMobil shares in Q2 2026, an estimated $24.2K.
ExxonMobil made up 0.42% of Shore Point Advisors's portfolio in Q2 2026, its #33 holding.
Shore Point Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 12 quarters since.
Shore Point Advisors's ExxonMobil position peaked at $1.49M in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.