Sovereign Investment Advisors’s ExxonMobil XOM Stock Holding History

Sovereign 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	–	Sell	-3,807	Closed	-$646K	–	118
2026 Q1	$646K	Buy	+3,807	New	+$556K	0.14%	47
2025 Q1	–	Sell	-2,228	Closed	-$240K	–	93
2024 Q4	$240K	Buy	+2,228	New	+$261K	0.07%	81

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Sovereign Investment Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 3,807 shares — an estimated $646K sold.

Sovereign Investment Advisors first reported a position in XOM in Q4 2024 and held it in 2 quarters. The position peaked at $646K in Q1 2026. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sovereign Investment Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Sovereign Investment Advisors sold 3,807 ExxonMobil shares in Q2 2026, an estimated $646K.
Sovereign Investment Advisors first reported a position in ExxonMobil in Q4 2024 and held it in 2 quarters.
Sovereign Investment Advisors's ExxonMobil position peaked at $646K in Q1 2026.
4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.