Soltis Investment Advisors’s ExxonMobil XOM Stock Holding History

Soltis Investment 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	$6.33M	Sell	46,293 -5,214	-10%	-$780K	0.35%	71
2026 Q1	$8.74M	Buy	51,507 +19,987	+63%	+$2.92M	0.55%	43
2025 Q4	$3.79M	Buy	31,520 +2,231	+8%	+$259K	0.25%	94
2025 Q3	$3.3M	Sell	29,289 -2,326	-7%	-$259K	0.23%	106
2025 Q2	$3.41M	Sell	31,615 -35,300	-53%	-$3.77M	0.27%	92
2025 Q1	$7.96M	Sell	66,915 -2,975	-4%	-$329K	0.71%	29
2024 Q4	$7.52M	Buy	69,890 +365	+0.5%	+$42.7K	0.7%	28
2024 Q3	$8.15M	Buy	69,525 +41,708	+150%	+$4.82M	0.8%	26
2024 Q2	$3.2M	Buy	27,817 +9,065	+48%	+$1.06M	0.34%	86
2024 Q1	$2.18M	Sell	18,752 -2,748	-13%	-$288K	0.24%	113
2023 Q4	$2.15M	Sell	21,500 -1,854	-8%	-$195K	0.24%	108
2023 Q3	$2.75M	Sell	23,354 -1,927	-8%	-$211K	0.35%	88
2023 Q2	$2.71M	Sell	25,281 -188	-0.7%	-$20.5K	0.32%	85
2023 Q1	$2.79M	Buy	25,469 +3,981	+19%	+$440K	0.36%	85
2022 Q4	$2.37M	Buy	21,488 +2,576	+14%	+$276K	0.31%	88
2022 Q3	$1.65M	Buy	18,912 +660	+4%	+$60.3K	0.25%	98
2022 Q2	$1.56M	Sell	18,252 -18,708	-51%	-$1.69M	0.23%	101
2022 Q1	$3.05M	Buy	36,960 +18,530	+101%	+$1.44M	0.42%	53
2021 Q4	$1.13M	Sell	18,430 -2,161	-10%	-$135K	0.16%	125
2021 Q3	$1.21M	Buy	20,591 +280	+1%	+$16K	0.19%	109
2021 Q2	$1.28M	Buy	20,311 +333	+2%	+$19.9K	0.2%	100
2021 Q1	$1.11M	Sell	19,978 -22,922	-53%	-$1.2M	0.2%	97
2020 Q4	$1.77M	Sell	42,900 -19,990	-32%	-$749K	0.33%	52
2020 Q3	$2.16M	Buy	62,890 +7,224	+13%	+$295K	0.51%	38
2020 Q2	$2.49M	Buy	55,666 +33,192	+148%	+$1.49M	0.65%	35
2020 Q1	$853K	Buy	22,474 +8,857	+65%	+$489K	0.26%	56
2019 Q4	$950K	Buy	+13,617	New	+$942K	0.18%	59

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Soltis Investment Advisors's XOM Position: Q2 2026 in Review

Soltis Investment Advisors reduced its ExxonMobil (XOM) stake by 10% in Q2 2026, selling an estimated $780K and leaving 46,293 shares worth $6.33M. The position accounts for 0.35% of the portfolio, ranked #71.

Soltis Investment Advisors first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.74M in Q1 2026. 2,091 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Soltis Investment Advisors held 46,293 shares of ExxonMobil worth $6.33M as of Q2 2026.
Soltis Investment Advisors sold 5,214 ExxonMobil shares in Q2 2026, an estimated $780K.
ExxonMobil made up 0.35% of Soltis Investment Advisors's portfolio in Q2 2026, its #71 holding.
Soltis Investment Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
Soltis Investment Advisors's ExxonMobil position peaked at $8.74M in Q1 2026.
2,091 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.