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

Sterling Investment Advisors (Pennsylvania)’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 		$5.2M Sell
38,005
-77
-0.2% -$11.5K 0.87% 33
2026
Q1 		$6.46M Sell
38,082
-1,210
-3% -$177K 1.17% 23
2025
Q4 		$4.73M Sell
39,292
-235
-0.6% -$27.3K 0.87% 37
2025
Q3 		$4.46M Buy
39,527
+264
+0.7% +$29.3K 0.87% 35
2025
Q2 		$4.23M Buy
39,263
+917
+2% +$98K 0.93% 32
2025
Q1 		$4.56M Sell
38,346
-959
-2% -$106K 1.09% 26
2024
Q4 		$4.23M Buy
39,305
+220
+0.6% +$25.7K 1.03% 28
2024
Q3 		$4.58M Sell
39,085
-585
-1% -$67.5K 1.16% 27
2024
Q2 		$4.57M Buy
39,670
+32,866
+483% +$3.83M 1.23% 26
2024
Q1 		$791K Buy
6,804
+12
+0.2% +$1.26K 0.22% 88
2023
Q4 		$679K Sell
6,792
-161
-2% -$16.9K 0.21% 87
2023
Q3 		$818K Buy
6,953
+125
+2% +$13.7K 0.29% 79
2023
Q2 		$732K Buy
6,828
+721
+12% +$78.7K 0.24% 84
2023
Q1 		$670K Sell
6,107
-965
-14% -$107K 0.23% 89
2022
Q4 		$780K Sell
7,072
-280
-4% -$30K 0.28% 89
2022
Q3 		$642K Buy
7,352
+10
+0.1% +$913 0.24% 94
2022
Q2 		$629K Buy
7,342
+18
+0.2% +$1.62K 0.22% 92
2022
Q1 		$605K Buy
7,324
+234
+3% +$18.2K 0.17% 103
2021
Q4 		$434K Sell
7,090
-158
-2% -$9.88K 0.12% 112
2021
Q3 		$426K Buy
7,248
+31
+0.4% +$1.77K 0.13% 115
2021
Q2 		$455K Sell
7,217
-449
-6% -$26.8K 0.13% 115
2021
Q1 		$428K Buy
7,666
+329
+4% +$17.2K 0.14% 110
2020
Q4 		$302K Sell
7,337
-97
-1% -$3.64K 0.1% 112
2020
Q3 		$255K Sell
7,434
-1,232
-14% -$50.4K 0.1% 111
2020
Q2 		$387K Sell
8,666
-1,066
-11% -$47.8K 0.16% 98
2020
Q1 		$369K Sell
9,732
-14,235
-59% -$786K 0.2% 88
2019
Q4 		$1.67M Buy
23,967
+3,074
+15% +$213K 0.77% 42
2019
Q3 		$1.48M Buy
20,893
+1,773
+9% +$128K 0.75% 42
2019
Q2 		$1.47M Sell
19,120
-3,509
-16% -$272K 0.75% 45
2019
Q1 		$1.83M Buy
22,629
+1,166
+5% +$88.9K 0.93% 39
2018
Q4 		$1.46M Buy
21,463
+2,559
+14% +$201K 0.86% 40
2018
Q3 		$1.61M Buy
18,904
+831
+5% +$67.9K 0.84% 38
2018
Q2 		$1.5M Buy
18,073
+1,969
+12% +$157K 0.88% 37
2018
Q1 		$1.2M Buy
16,104
+11,190
+228% +$894K 0.74% 44
2017
Q4 		$411K Sell
4,914
-188
-4% -$15.5K 0.25% 78
2017
Q3 		$418K Sell
5,102
-683
-12% -$54.2K 0.28% 77
2017
Q2 		$467K Sell
5,785
-19,480
-77% -$1.59M 0.31% 77
2017
Q1 		$2.07M Sell
25,265
-407
-2% -$34K 1.49% 17
2016
Q4 		$2.32M Buy
+25,672
New +$2.24M 1.85% 12

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania) reduced its ExxonMobil (XOM) stake by 0.2% in Q2 2026, selling an estimated $11.5K and leaving 38,005 shares worth $5.2M. The position accounts for 0.87% of the portfolio, ranked #33.

Sterling Investment Advisors (Pennsylvania) first reported a position in XOM in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.46M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 38,005 shares of ExxonMobil worth $5.2M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 77 ExxonMobil shares in Q2 2026, an estimated $11.5K.
  • ExxonMobil made up 0.87% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #33 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in ExxonMobil in Q4 2016 and has held it in 39 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s ExxonMobil position peaked at $6.46M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.