Sterling Investment Advisors (Missouri)’s ExxonMobil XOM Stock Holding History

Sterling Investment Advisors (Missouri)’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	-1,607	Closed	-$273K	–	41
2026 Q1	$273K	Buy	+1,607	New	+$235K	0.13%	37
2025 Q3	–	Sell	-1,793	Closed	-$234K	–	40
2025 Q2	$234K	Buy	+1,793	New	+$192K	0.12%	36
2017 Q1	–	Sell	-2,229	Closed	-$201K	–	26
2016 Q4	$201K	Buy	+2,229	New	+$195K	0.21%	24
2016 Q3	–	Sell	-2,619	Closed	-$245K	–	34
2016 Q2	$245K	Sell	2,619 -95	-4%	-$8.4K	0.25%	28
2016 Q1	$227K	Buy	2,714 +6	+0.2%	+$481	0.24%	28
2015 Q4	$211K	Buy	2,708 +5	+0.2%	+$400	0.23%	28
2015 Q3	$201K	Buy	+2,703	New	+$208K	0.23%	28

Other funds holding XOM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s XOM Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,607 shares — an estimated $273K sold.

Sterling Investment Advisors (Missouri) first reported a position in XOM in Q3 2015 and held it in 7 quarters. The position peaked at $273K in Q1 2026. 2,820 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sterling Investment Advisors (Missouri) reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Sterling Investment Advisors (Missouri) sold 1,607 ExxonMobil shares in Q2 2026, an estimated $273K.
Sterling Investment Advisors (Missouri) first reported a position in ExxonMobil in Q3 2015 and held it in 7 quarters.
Sterling Investment Advisors (Missouri)'s ExxonMobil position peaked at $273K in Q1 2026.
2,820 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.