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Uptown Financial Advisors’s ExxonMobil XOM Stock Holding History

Uptown 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 		$209K Hold
1,532
– – 0.14% 78
2026
Q1 		$260K Buy
+1,532
New +$224K 0.21% 63

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Uptown Financial Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 1,532 shares worth $209K. The position accounts for 0.14% of the portfolio, ranked #78.

Uptown Financial Advisors first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $260K in Q1 2026. 1,145 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Uptown Financial Advisors held 1,532 shares of ExxonMobil worth $209K as of Q2 2026.
  • Uptown Financial Advisors left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.14% of Uptown Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • Uptown Financial Advisors first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • Uptown Financial Advisors's ExxonMobil position peaked at $260K in Q1 2026.
  • 1,145 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.