Stokes Capital Advisors’s ExxonMobil XOM Stock Holding History

Stokes 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	$6.63M	Buy	48,493 +130	+0.3%	+$19.5K	1.42%	32
2026 Q1	$8.21M	Buy	48,363 +31,055	+179%	+$4.53M	1.84%	23
2025 Q4	$2.08M	Buy	+17,308	New	+$2.01M	0.48%	51
2020 Q2	–	Sell	-23,280	Closed	-$884K	–	76
2020 Q1	$884K	Buy	23,280 +1,892	+9%	+$104K	0.53%	54
2019 Q4	$1.49M	Sell	21,388 -1,937	-8%	-$134K	0.75%	52
2019 Q3	$1.65M	Buy	23,325 +430	+2%	+$31.1K	0.89%	48
2019 Q2	$1.75M	Sell	22,895 -2,065	-8%	-$160K	1%	48
2019 Q1	$2.02M	Buy	24,960 +2,085	+9%	+$159K	1.22%	44
2018 Q4	$1.56M	Buy	22,875 +1,810	+9%	+$142K	1.08%	43
2018 Q3	$1.79M	Sell	21,065 -983	-4%	-$80.4K	1.1%	45
2018 Q2	$1.82M	Buy	22,048 +315	+1%	+$25.1K	1.19%	40
2018 Q1	$1.62M	Sell	21,733 -112	-0.5%	-$8.95K	1.06%	45
2017 Q4	$1.83M	Buy	+21,845	New	+$1.81M	1.23%	36

Other funds holding XOM

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

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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Stokes Capital Advisors increased its ExxonMobil (XOM) stake by 0.27% in Q2 2026, buying an estimated $19.5K and bringing the position to 48,493 shares worth $6.63M. The position accounts for 1.42% of the portfolio, ranked #32.

Stokes Capital Advisors first reported a position in XOM in Q4 2017 and has held it in 13 quarters since. The position peaked at $8.21M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Stokes Capital Advisors held 48,493 shares of ExxonMobil worth $6.63M as of Q2 2026.
Stokes Capital Advisors bought 130 ExxonMobil shares in Q2 2026, an estimated $19.5K.
ExxonMobil made up 1.42% of Stokes Capital Advisors's portfolio in Q2 2026, its #32 holding.
Stokes Capital Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 13 quarters since.
Stokes Capital Advisors's ExxonMobil position peaked at $8.21M in Q1 2026.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.