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Strategic Investment Advisors’s ExxonMobil XOM Stock Holding History

Strategic 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
Q1 		$1.77M Buy
10,445
+4,690
+81% +$684K 0.12% 87
2025
Q4 		$693K Sell
5,755
-10,150
-64% -$1.18M 0.06% 132
2025
Q3 		$1.79M Buy
15,905
+923
+6% +$103K 0.16% 71
2025
Q2 		$1.61M Sell
14,982
-4,395
-23% -$470K 0.16% 70
2025
Q1 		$2.3M Buy
19,377
+16
+0.1% +$1.77K 0.24% 55
2024
Q4 		$2.08M Buy
19,361
+1,971
+11% +$231K 0.22% 59
2024
Q3 		$2.04M Sell
17,390
-18
-0.1% -$2.08K 0.22% 65
2024
Q2 		$2M Buy
17,408
+14,886
+590% +$1.73M 0.24% 59
2024
Q1 		$293K Buy
2,522
+244
+11% +$25.5K 0.04% 217
2023
Q4 		$228K Buy
2,278
+108
+5% +$11.4K 0.03% 222
2023
Q3 		$255K Sell
2,170
-617
-22% -$67.7K 0.04% 213
2023
Q2 		$299K Buy
2,787
+804
+41% +$87.7K 0.04% 166
2023
Q1 		$218K Sell
1,983
-26
-1% -$2.88K 0.04% 226
2022
Q4 		$222K Buy
+2,009
New +$215K 0.05% 216
2022
Q3 		– Sell
-2,642
Closed -$226K – 218
2022
Q2 		$226K Buy
2,642
+85
+3% +$7.67K 0.05% 193
2022
Q1 		$211K Buy
+2,557
New +$199K 0.04% 188
2020
Q4 		– Sell
-8,884
Closed -$298K – 217
2020
Q3 		$298K Sell
8,884
-1,060
-11% -$43.3K 0.1% 141
2020
Q2 		$445K Buy
9,944
+103
+1% +$4.62K 0.17% 96
2020
Q1 		$374K Sell
9,841
-1,438
-13% -$79.4K 0.17% 100
2019
Q4 		$787K Buy
11,279
+1,477
+15% +$102K 0.33% 64
2019
Q3 		$692K Buy
9,802
+1,002
+11% +$72.5K 0.33% 59
2019
Q2 		$674K Buy
8,800
+257
+3% +$19.9K 0.37% 55
2019
Q1 		$690K Buy
8,543
+541
+7% +$41.2K 0.47% 49
2018
Q4 		$546K Buy
+8,002
New +$628K 0.49% 51

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Investment Advisors's XOM Position: Q1 2026 in Review

Strategic Investment Advisors increased its ExxonMobil (XOM) stake by 81% in Q1 2026, buying an estimated $684K and bringing the position to 10,445 shares worth $1.77M. The position accounts for 0.12% of the portfolio, ranked #87.

Strategic Investment Advisors first reported a position in XOM in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.3M in Q1 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Strategic Investment Advisors held 10,445 shares of ExxonMobil worth $1.77M as of Q1 2026.
  • Strategic Investment Advisors bought 4,690 ExxonMobil shares in Q1 2026, an estimated $684K.
  • ExxonMobil made up 0.12% of Strategic Investment Advisors's portfolio in Q1 2026, its #87 holding.
  • Strategic Investment Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 24 quarters since.
  • Strategic Investment Advisors's ExxonMobil position peaked at $2.3M in Q1 2025.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.