SWA
XOM icon

SOA Wealth Advisors’s ExxonMobil XOM Stock Holding History

SOA Wealth 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 		$951K Sell
15,175
-9,566
-39% -$1.43M 0.16% 87
2026
Q1 		$1.19M Sell
24,741
-207
-0.8% -$30.2K 0.22% 71
2025
Q4 		$872K Sell
24,948
-29
-0.1% -$3.36K 0.15% 91
2025
Q3 		$821K Buy
24,977
+217
+0.9% +$24.1K 0.14% 92
2025
Q2 		$763K Sell
24,760
-572
-2% -$61.1K 0.14% 91
2025
Q1 		$839K Buy
25,332
+18,336
+262% +$2.03M 0.18% 80
2024
Q4 		$753K Buy
6,996
+1,595
+30% +$187K 0.14% 89
2024
Q3 		$633K Buy
5,401
+5
+0.1% +$577 0.12% 98
2024
Q2 		$621K Buy
5,396
+607
+13% +$70.7K 0.13% 96
2024
Q1 		$557K Sell
4,789
-197
-4% -$20.6K 0.12% 97
2023
Q4 		$498K Buy
4,986
+204
+4% +$21.4K 0.11% 98
2023
Q3 		$562K Sell
4,782
-206
-4% -$22.6K 0.14% 82
2023
Q2 		$535K Buy
4,988
+5
+0.1% +$546 0.13% 92
2023
Q1 		$546K Sell
4,983
-150
-3% -$16.6K 0.13% 86
2022
Q4 		$566K Buy
5,133
+179
+4% +$19.2K 0.15% 80
2022
Q3 		$432K Buy
4,954
+3
+0.1% +$274 0.13% 90
2022
Q2 		$424K Buy
4,951
+3
+0.1% +$271 0.12% 95
2022
Q1 		$408K Sell
4,948
-350
-7% -$27.2K 0.1% 111
2021
Q4 		$322K Sell
5,298
-656
-11% -$41K 0.08% 125
2021
Q3 		$350K Buy
5,954
+15
+0.3% +$855 0.09% 124
2021
Q2 		$374K Buy
5,939
+301
+5% +$18K 0.1% 118
2021
Q1 		$314K Buy
5,638
+18
+0.3% +$944 0.09% 116
2020
Q4 		$287K Buy
+5,620
New +$211K 0.08% 118

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SOA Wealth Advisors's XOM Position: Q2 2026 in Review

SOA Wealth Advisors reduced its ExxonMobil (XOM) stake by 39% in Q2 2026, selling an estimated $1.43M and leaving 15,175 shares worth $951K. The position accounts for 0.16% of the portfolio, ranked #87.

SOA Wealth Advisors first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SOA Wealth Advisors held 15,175 shares of ExxonMobil worth $951K as of Q2 2026.
  • SOA Wealth Advisors sold 9,566 ExxonMobil shares in Q2 2026, an estimated $1.43M.
  • ExxonMobil made up 0.16% of SOA Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • SOA Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's ExxonMobil position peaked at $1.19M in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.