Southern Capital Advisors’s ExxonMobil XOM Stock Holding History

Southern Capital 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	$823K	Buy	6,019 +27	+0.5%	+$4.04K	0.34%	29
2026 Q1	$1.02M	Sell	5,992 -292	-5%	-$42.6K	0.48%	31
2025 Q4	$756K	Buy	6,284 +491	+8%	+$56.9K	0.35%	36
2025 Q3	$653K	Buy	5,793 +35	+0.6%	+$3.89K	0.31%	38
2025 Q2	$621K	Buy	5,758 +36	+0.6%	+$3.85K	0.32%	37
2025 Q1	$680K	Buy	5,722 +127	+2%	+$14K	0.38%	33
2024 Q4	$602K	Buy	5,595 +112	+2%	+$13.1K	0.33%	37
2024 Q3	$643K	Buy	5,483 +713	+15%	+$82.3K	0.36%	33
2024 Q2	$549K	Sell	4,770 -126	-3%	-$14.7K	0.34%	40
2024 Q1	$569K	Sell	4,896 -381	-7%	-$39.9K	0.35%	39
2023 Q4	$528K	Buy	5,277 +39	+0.7%	+$4.1K	0.37%	35
2023 Q3	$616K	Sell	5,238 -721	-12%	-$79.1K	0.51%	32
2023 Q2	$639K	Buy	5,959 +34	+0.6%	+$3.71K	0.49%	34
2023 Q1	$650K	Buy	5,925 +695	+13%	+$76.9K	0.48%	37
2022 Q4	$577K	Buy	5,230 +457	+10%	+$49K	0.45%	39
2022 Q3	$417K	Buy	4,773 +26	+0.5%	+$2.37K	0.34%	40
2022 Q2	$406K	Buy	4,747 +33	+0.7%	+$2.98K	0.32%	42
2022 Q1	$389K	Buy	4,714 +275	+6%	+$21.4K	0.27%	47
2021 Q4	$272K	Buy	+4,439	New	+$277K	0.17%	63

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

Southern Capital Advisors's XOM Position: Q2 2026 in Review

Southern Capital Advisors increased its ExxonMobil (XOM) stake by 0.45% in Q2 2026, buying an estimated $4.04K and bringing the position to 6,019 shares worth $823K. The position accounts for 0.34% of the portfolio, ranked #29.

Southern Capital Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Southern Capital Advisors held 6,019 shares of ExxonMobil worth $823K as of Q2 2026.
Southern Capital Advisors bought 27 ExxonMobil shares in Q2 2026, an estimated $4.04K.
ExxonMobil made up 0.34% of Southern Capital Advisors's portfolio in Q2 2026, its #29 holding.
Southern Capital Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Southern Capital Advisors's ExxonMobil position peaked at $1.02M in Q1 2026.
2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.