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SMI Advisory Services’s ExxonMobil XOM Stock Holding History

SMI Advisory Services’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 		$281K Sell
2,059
-483
-19% -$72.3K 0.05% 52
2026
Q1 		$415K Sell
2,542
-122
-5% -$17.8K 0.07% 47
2025
Q4 		$330K Sell
2,664
-2,717
-50% -$315K 0.06% 44
2025
Q3 		$609K Buy
5,381
+47
+0.9% +$5.22K 0.12% 30
2025
Q2 		$599K Buy
+5,334
New +$570K 0.12% 27

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
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SMI Advisory Services's XOM Position: Q2 2026 in Review

SMI Advisory Services reduced its ExxonMobil (XOM) stake by 19% in Q2 2026, selling an estimated $72.3K and leaving 2,059 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #52.

SMI Advisory Services first reported a position in XOM in Q2 2025 and has held it in 5 quarters since. The position peaked at $609K in Q3 2025. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SMI Advisory Services held 2,059 shares of ExxonMobil worth $281K as of Q2 2026.
  • SMI Advisory Services sold 483 ExxonMobil shares in Q2 2026, an estimated $72.3K.
  • ExxonMobil made up 0.05% of SMI Advisory Services's portfolio in Q2 2026, its #52 holding.
  • SMI Advisory Services first reported a position in ExxonMobil in Q2 2025 and has held it in 5 quarters since.
  • SMI Advisory Services's ExxonMobil position peaked at $609K in Q3 2025.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.