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Unify Financial Advisors’s ExxonMobil XOM Stock Holding History

Unify Financial 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 		– Sell
-4,213
Closed -$715K – 94
2026
Q1 		$715K Sell
4,213
-555
-12% -$81K 0.74% 39
2025
Q4 		$574K Buy
+4,768
New +$553K 0.6% 45

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Unify Financial Advisors's XOM Position: Q2 2026 in Review

Unify Financial Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 4,213 shares — an estimated $715K sold.

Unify Financial Advisors first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $715K in Q1 2026. 1,216 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Unify Financial Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Unify Financial Advisors sold 4,213 ExxonMobil shares in Q2 2026, an estimated $715K.
  • Unify Financial Advisors first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
  • Unify Financial Advisors's ExxonMobil position peaked at $715K in Q1 2026.
  • 1,216 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.