SMI Advisory Services
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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
Q3 		– Sell
-2,059
Closed -$281K – 65
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

SMI Advisory Services's XOM Position: Q3 2026 in Review

SMI Advisory Services sold out of ExxonMobil (XOM) in Q3 2026, closing a stake of 2,059 shares — an estimated $281K sold.

SMI Advisory Services first reported a position in XOM in Q2 2025 and held it in 5 quarters. The position peaked at $609K in Q3 2025. 2,105 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • SMI Advisory Services reported no remaining ExxonMobil position as of Q3 2026 after selling out during the quarter.
  • SMI Advisory Services sold 2,059 ExxonMobil shares in Q3 2026, an estimated $281K.
  • SMI Advisory Services first reported a position in ExxonMobil in Q2 2025 and held it in 5 quarters.
  • SMI Advisory Services's ExxonMobil position peaked at $609K in Q3 2025.
  • 2,105 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.