Stegent Equity Advisors’s ExxonMobil XOM Stock Holding History

Stegent Equity 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	$526K	Sell	3,850 -458	-11%	-$68.5K	0.38%	63
2026 Q1	$731K	Sell	4,308 -316	-7%	-$46.1K	0.62%	47
2025 Q4	$556K	Buy	4,624 +1,932	+72%	+$224K	0.43%	64
2025 Q3	$304K	Buy	+2,692	New	+$299K	0.25%	93

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Stegent Equity Advisors's XOM Position: Q2 2026 in Review

Stegent Equity Advisors reduced its ExxonMobil (XOM) stake by 11% in Q2 2026, selling an estimated $68.5K and leaving 3,850 shares worth $526K. The position accounts for 0.38% of the portfolio, ranked #63.

Stegent Equity Advisors first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $731K in Q1 2026. 2,156 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Stegent Equity Advisors held 3,850 shares of ExxonMobil worth $526K as of Q2 2026.
Stegent Equity Advisors sold 458 ExxonMobil shares in Q2 2026, an estimated $68.5K.
ExxonMobil made up 0.38% of Stegent Equity Advisors's portfolio in Q2 2026, its #63 holding.
Stegent Equity Advisors first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
Stegent Equity Advisors's ExxonMobil position peaked at $731K in Q1 2026.
2,156 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.