Strategic Investment Solutions’s ExxonMobil XOM Stock Holding History

Strategic Investment Solutions’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	$691K	Sell	5,055 -1,128	-18%	-$169K	0.16%	86
2026 Q1	$964K	Buy	6,183 +298	+5%	+$43.5K	0.23%	67
2025 Q4	$708K	Buy	5,885 +1,140	+24%	+$132K	0.17%	78
2025 Q3	$535K	Buy	4,745 +54	+1%	+$6K	0.14%	90
2025 Q2	$506K	Sell	4,691 -139	-3%	-$14.9K	0.15%	85
2025 Q1	$574K	Sell	4,830 -44	-0.9%	-$4.87K	0.17%	66
2024 Q4	$505K	Sell	4,874 -1,238	-20%	-$145K	0.17%	69
2024 Q3	$716K	Sell	6,112 -858	-12%	-$99.1K	0.21%	63
2024 Q2	$817K	Buy	+6,970	New	+$812K	0.26%	53
2023 Q4	$429K	Sell	4,292 -111,792	-96%	-$11.7M	0.07%	119
2023 Q3	$12.7M	Buy	116,084 +114,009	+5,494%	+$12.5M	0.16%	84
2023 Q2	$215K	Sell	2,075 -2,528	-55%	-$276K	0.04%	138
2023 Q1	$505K	Sell	4,603 -55	-1%	-$6.08K	0.1%	106
2022 Q4	$518K	Buy	+4,658	New	+$499K	0.26%	51

Other funds holding XOM

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Strategic Investment Solutions reduced its ExxonMobil (XOM) stake by 18% in Q2 2026, selling an estimated $169K and leaving 5,055 shares worth $691K. The position accounts for 0.16% of the portfolio, ranked #86.

Strategic Investment Solutions first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.7M in Q3 2023. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Strategic Investment Solutions held 5,055 shares of ExxonMobil worth $691K as of Q2 2026.
Strategic Investment Solutions sold 1,128 ExxonMobil shares in Q2 2026, an estimated $169K.
ExxonMobil made up 0.16% of Strategic Investment Solutions's portfolio in Q2 2026, its #86 holding.
Strategic Investment Solutions first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's ExxonMobil position peaked at $12.7M in Q3 2023.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.