Ulland Investment Advisors’s ExxonMobil XOM Stock Holding History

Ulland 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	$623K	Sell	4,559 -87	-2%	-$13K	0.46%	40
2026 Q1	$788K	Sell	4,646 -271	-6%	-$39.5K	0.68%	33
2025 Q4	$592K	Sell	4,917 -470	-9%	-$54.5K	0.47%	37
2025 Q3	$607K	Sell	5,387 -288	-5%	-$32K	0.46%	38
2025 Q2	$612K	Sell	5,675 -539	-9%	-$57.6K	0.47%	37
2025 Q1	$739K	Sell	6,214 -800	-11%	-$88.5K	0.62%	33
2024 Q4	$754K	Sell	7,014 -22	-0.3%	-$2.57K	0.48%	34
2024 Q3	$825K	Sell	7,036 -538	-7%	-$62.1K	0.6%	34
2024 Q2	$872K	Buy	7,574 +7,102	+1,505%	+$827K	0.61%	30
2024 Q1	$55K	Buy	472 +44	+10%	+$4.6K	0.04%	108
2023 Q4	$43K	Hold	428	–	–	0.04%	109
2023 Q3	$50K	Hold	428	–	–	0.05%	105
2023 Q2	$46K	Hold	428	–	–	0.05%	104
2023 Q1	$47K	Hold	428	–	–	0.06%	95
2022 Q4	$47K	Buy	428 +172	+67%	+$18.4K	0.06%	97
2022 Q3	$22K	Hold	256	–	–	0.02%	129
2022 Q2	$22K	Hold	256	–	–	0.02%	138
2022 Q1	$21K	Hold	256	–	–	0.02%	150
2021 Q4	$16K	Buy	+256	New	+$16K	0.01%	157

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

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

Ulland Investment Advisors reduced its ExxonMobil (XOM) stake by 1.9% in Q2 2026, selling an estimated $13K and leaving 4,559 shares worth $623K. The position accounts for 0.46% of the portfolio, ranked #40.

Ulland Investment Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $872K in Q2 2024. 2,195 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Ulland Investment Advisors held 4,559 shares of ExxonMobil worth $623K as of Q2 2026.
Ulland Investment Advisors sold 87 ExxonMobil shares in Q2 2026, an estimated $13K.
ExxonMobil made up 0.46% of Ulland Investment Advisors's portfolio in Q2 2026, its #40 holding.
Ulland Investment Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's ExxonMobil position peaked at $872K in Q2 2024.
2,195 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.