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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
Q2 		$1.25M Sell
9,140
-1,305
-12% -$195K 0.08% 121
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Strategic Investment Advisors's XOM Position: Q2 2026 in Review

Strategic Investment Advisors reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $195K and leaving 9,140 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #121.

Strategic Investment Advisors first reported a position in XOM in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.3M in Q1 2025. 4,284 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Strategic Investment Advisors held 9,140 shares of ExxonMobil worth $1.25M as of Q2 2026.
  • Strategic Investment Advisors sold 1,305 ExxonMobil shares in Q2 2026, an estimated $195K.
  • ExxonMobil made up 0.08% of Strategic Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • Strategic Investment Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 25 quarters since.
  • Strategic Investment Advisors's ExxonMobil position peaked at $2.3M in Q1 2025.
  • 4,284 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.