Valeo Financial Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.7M | Sell |
100,404
-1,064
| -1% | -$159K | 0.29% | 40 |
|
|
2026
Q1 | $17.2M | Sell |
101,468
-15,725
| -13% | -$2.29M | 0.41% | 32 |
|
|
2025
Q4 | $14.1M | Sell |
117,193
-2,122
| -2% | -$246K | 0.31% | 39 |
|
|
2025
Q3 | $13.5M | Buy |
119,315
+5,195
| +5% | +$578K | 0.31% | 38 |
|
|
2025
Q2 | $12.3M | Buy |
114,120
+448
| +0.4% | +$47.9K | 0.3% | 39 |
|
|
2025
Q1 | $13.5M | Buy |
113,672
+862
| +0.8% | +$95.3K | 0.38% | 34 |
|
|
2024
Q4 | $12.1M | Sell |
112,810
-59
| -0.1% | -$6.9K | 0.34% | 39 |
|
|
2024
Q3 | $13.2M | Buy |
112,869
+3,743
| +3% | +$432K | 0.38% | 34 |
|
|
2024
Q2 | $12.6M | Buy |
109,126
+21,341
| +24% | +$2.49M | 0.39% | 32 |
|
|
2024
Q1 | $10.6M | Sell |
87,785
-1,663
| -2% | -$174K | 0.38% | 32 |
|
|
2023
Q4 | $8.94M | Buy |
89,448
+10,048
| +13% | +$1.06M | 0.36% | 37 |
|
|
2023
Q3 | $9.34M | Sell |
79,400
-14,557
| -15% | -$1.6M | 0.43% | 31 |
|
|
2023
Q2 | $8.3M | Sell |
93,957
-2,934
| -3% | -$320K | 0.38% | 36 |
|
|
2023
Q1 | $8.81M | Sell |
96,891
-2,315
| -2% | -$256K | 0.42% | 27 |
|
|
2022
Q4 | $9.12M | Buy |
99,206
+3,813
| +4% | +$409K | 0.5% | 26 |
|
|
2022
Q3 | $6.89M | Buy |
95,393
+18,409
| +24% | +$1.68M | 0.44% | 33 |
|
|
2022
Q2 | $6.59M | Sell |
76,984
-8,566
| -10% | -$773K | 0.41% | 36 |
|
|
2022
Q1 | $7.07M | Sell |
85,550
-5,584
| -6% | -$434K | 0.36% | 40 |
|
|
2021
Q4 | $5.58M | Buy |
91,134
+4,664
| +5% | +$291K | 0.3% | 49 |
|
|
2021
Q3 | $5.09M | Buy |
86,470
+9,928
| +13% | +$566K | 0.29% | 53 |
|
|
2021
Q2 | $4.83M | Buy |
76,542
+2,331
| +3% | +$139K | 0.29% | 53 |
|
|
2021
Q1 | $4.14M | Buy |
74,211
+10,789
| +17% | +$566K | 0.19% | 66 |
|
|
2020
Q4 | $2.62M | Sell |
63,422
-6,826
| -10% | -$256K | 0.13% | 87 |
|
|
2020
Q3 | $2.41M | Buy |
70,248
+10,061
| +17% | +$411K | 0.21% | 74 |
|
|
2020
Q2 | $2.69M | Buy |
60,187
+6,059
| +11% | +$272K | 0.25% | 61 |
|
|
2020
Q1 | $2.34M | Buy |
54,128
+9,570
| +21% | +$528K | 0.25% | 61 |
|
|
2019
Q4 | $3.11M | Sell |
44,558
-888
| -2% | -$61.4K | 0.3% | 51 |
|
|
2019
Q3 | $3.21M | Buy |
45,446
+230
| +0.5% | +$16.6K | 0.35% | 47 |
|
|
2019
Q2 | $3.46M | Buy |
45,216
+1,928
| +4% | +$149K | 0.4% | 43 |
|
|
2019
Q1 | $3.5M | Sell |
43,288
-9,308
| -18% | -$710K | 0.43% | 42 |
|
|
2018
Q4 | $3.59M | Sell |
52,596
-1,006
| -2% | -$78.9K | 0.5% | 36 |
|
|
2018
Q3 | $4.27M | Sell |
53,602
-3,488
| -6% | -$285K | 0.58% | 35 |
|
|
2018
Q2 | $4.49M | Buy |
57,090
+7,447
| +15% | +$593K | 0.63% | 35 |
|
|
2018
Q1 | $3.7M | Buy |
49,643
+759
| +2% | +$60.7K | 0.59% | 35 |
|
|
2017
Q4 | $4.09M | Buy |
48,884
+11,543
| +31% | +$955K | 0.67% | 30 |
|
|
2017
Q3 | $3.06M | Buy |
+37,341
| New | +$2.97M | 0.69% | 30 |
|
Other funds holding XOM
FWIA
ANRF
RG
BWL
CNB
Valeo Financial Advisors's XOM Position: Q2 2026 in Review
Valeo Financial Advisors reduced its ExxonMobil (XOM) stake by 1% in Q2 2026, selling an estimated $159K and leaving 100,404 shares worth $13.7M. The position accounts for 0.29% of the portfolio, ranked #40.
Valeo Financial Advisors first reported a position in XOM in Q3 2017 and has held it in 36 quarters since. The position peaked at $17.2M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Valeo Financial Advisors held 100,404 shares of ExxonMobil worth $13.7M as of Q2 2026.
- Valeo Financial Advisors sold 1,064 ExxonMobil shares in Q2 2026, an estimated $159K.
- ExxonMobil made up 0.29% of Valeo Financial Advisors's portfolio in Q2 2026, its #40 holding.
- Valeo Financial Advisors first reported a position in ExxonMobil in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's ExxonMobil position peaked at $17.2M in Q1 2026.
- 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.