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Unison Advisors’s ExxonMobil XOM Stock Holding History

Unison 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 		$3.08M Buy
22,527
+154
+0.7% +$23K 0.21% 57
2026
Q1 		$3.8M Buy
22,373
+184
+0.8% +$26.9K 0.29% 43
2025
Q4 		$2.67M Buy
22,189
+192
+0.9% +$22.3K 0.23% 51
2025
Q3 		$2.48M Buy
21,997
+193
+0.9% +$21.5K 0.23% 58
2025
Q2 		$2.35M Buy
21,804
+207
+1% +$22.1K 0.26% 57
2025
Q1 		$2.57M Buy
21,597
+188
+0.9% +$20.8K 0.33% 51
2024
Q4 		$2.3M Buy
21,409
+162
+0.8% +$18.9K 0.27% 58
2024
Q3 		$2.49M Buy
21,247
+177
+0.8% +$20.4K 0.3% 56
2024
Q2 		$2.43M Buy
+21,070
New +$2.45M 0.3% 54
2021
Q2 		– Sell
-45,890
Closed -$2.56M – 196
2021
Q1 		$2.56M Buy
45,890
+861
+2% +$45.1K 0.49% 49
2020
Q4 		$1.86M Buy
45,029
+1,143
+3% +$42.9K 0.42% 58
2020
Q3 		$1.51M Buy
43,886
+809
+2% +$33.1K 0.44% 60
2020
Q2 		$1.93M Buy
43,077
+30,428
+241% +$1.36M 0.64% 53
2020
Q1 		$480K Buy
12,649
+153
+1% +$8.45K 0.52% 68
2019
Q4 		$872K Buy
12,496
+154
+1% +$10.6K 0.63% 66
2019
Q3 		$872K Buy
12,342
+138
+1% +$9.98K 0.67% 66
2019
Q2 		$935K Buy
12,204
+121
+1% +$9.37K 0.7% 68
2019
Q1 		$977K Buy
12,083
+136
+1% +$10.4K 0.72% 66
2018
Q4 		$815K Buy
11,947
+112
+0.9% +$8.79K 0.65% 69
2018
Q3 		$1.01M Buy
11,835
+115
+1% +$9.4K 0.71% 61
2018
Q2 		$970K Buy
11,720
+121
+1% +$9.64K 0.71% 62
2018
Q1 		$866K Buy
11,599
+101
+0.9% +$8.07K 0.65% 65
2017
Q4 		$961K Buy
+11,498
New +$951K 0.7% 67

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
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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

Unison Advisors's XOM Position: Q2 2026 in Review

Unison Advisors increased its ExxonMobil (XOM) stake by 0.69% in Q2 2026, buying an estimated $23K and bringing the position to 22,527 shares worth $3.08M. The position accounts for 0.21% of the portfolio, ranked #57.

Unison Advisors first reported a position in XOM in Q4 2017 and has held it in 23 quarters since. The position peaked at $3.8M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Unison Advisors held 22,527 shares of ExxonMobil worth $3.08M as of Q2 2026.
  • Unison Advisors bought 154 ExxonMobil shares in Q2 2026, an estimated $23K.
  • ExxonMobil made up 0.21% of Unison Advisors's portfolio in Q2 2026, its #57 holding.
  • Unison Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 23 quarters since.
  • Unison Advisors's ExxonMobil position peaked at $3.8M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.