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Valeo Financial Advisors’s ExxonMobil XOM Stock Holding History

Valeo 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
2020
Q4 		– Sell
-2,900
Closed -$99K – 1882
2020
Q3 		$99K Buy
2,900
+1,600
+123% +$65.4K 0.01% 477
2020
Q2 		$58K Sell
1,300
-1,000
-43% -$44.9K 0.01% 664
2020
Q1 		$99K Buy
+2,300
New +$127K 0.01% 429

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

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.