Sierra Summit Advisors’s ExxonMobil XOM Stock Holding History

Sierra Summit 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	$699K	Sell	5,113 -623	-11%	-$93.2K	0.08%	161
2026 Q1	$973K	Buy	+5,736	New	+$837K	0.14%	106
2025 Q2	–	Sell	-1,714	Closed	-$204K	–	221
2025 Q1	$204K	Sell	1,714 -4,459	-72%	-$493K	0.04%	176
2024 Q4	$664K	Buy	6,173 +1,351	+28%	+$158K	0.13%	86
2024 Q3	$565K	Buy	4,822 +190	+4%	+$21.9K	0.13%	92
2024 Q2	$533K	Buy	4,632 +479	+12%	+$55.8K	0.13%	95
2024 Q1	$483K	Sell	4,153 -40,982	-91%	-$4.29M	0.13%	97
2023 Q4	$4.51M	Buy	+45,135	New	+$4.74M	1.32%	32

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sierra Summit Advisors's XOM Position: Q2 2026 in Review

Sierra Summit Advisors reduced its ExxonMobil (XOM) stake by 11% in Q2 2026, selling an estimated $93.2K and leaving 5,113 shares worth $699K. The position accounts for 0.08% of the portfolio, ranked #161.

Sierra Summit Advisors first reported a position in XOM in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.51M in Q4 2023. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sierra Summit Advisors held 5,113 shares of ExxonMobil worth $699K as of Q2 2026.
Sierra Summit Advisors sold 623 ExxonMobil shares in Q2 2026, an estimated $93.2K.
ExxonMobil made up 0.08% of Sierra Summit Advisors's portfolio in Q2 2026, its #161 holding.
Sierra Summit Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 8 quarters since.
Sierra Summit Advisors's ExxonMobil position peaked at $4.51M in Q4 2023.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.