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VisionPoint Advisory Group’s ExxonMobil XOM Stock Holding History

VisionPoint Advisory Group’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 		$835K Buy
6,107
+485
+9% +$72.6K 0.14% 176
2026
Q1 		$954K Sell
5,622
-46
-0.8% -$6.71K 0.18% 126
2025
Q4 		$682K Sell
5,668
-589
-9% -$68.3K 0.13% 170
2025
Q3 		$705K Buy
6,257
+136
+2% +$15.1K 0.14% 164
2025
Q2 		$660K Buy
6,121
+3,079
+101% +$329K 0.14% 161
2025
Q1 		$362K Buy
3,042
+1,499
+97% +$166K 0.12% 151
2024
Q4 		$166K Sell
1,543
-157
-9% -$18.4K 0.06% 197
2024
Q3 		$199K Sell
1,700
-20
-1% -$2.31K 0.07% 173
2024
Q2 		$198K Buy
1,720
+115
+7% +$13.4K 0.07% 167
2024
Q1 		$187K Buy
1,605
+143
+10% +$15K 0.07% 172
2023
Q4 		$146K Buy
1,462
+20
+1% +$2.1K 0.05% 168
2023
Q3 		$170K Buy
1,442
+479
+50% +$52.5K 0.07% 149
2023
Q2 		$103K Sell
963
-2,173
-69% -$237K 0.04% 168
2023
Q1 		$333K Buy
3,136
+83
+3% +$9.18K 0.15% 109
2022
Q4 		$360K Sell
3,053
-55
-2% -$5.89K 0.15% 92
2022
Q3 		$271K Sell
3,108
-33
-1% -$3.01K 0.13% 73
2022
Q2 		$293K Buy
3,141
+28
+0.9% +$2.53K 0.12% 84
2022
Q1 		$269K Sell
3,113
-323
-9% -$25.1K 0.12% 74
2021
Q4 		$280K Buy
+3,436
New +$215K 0.12% 84
2020
Q4 		– Sell
-6,263
Closed -$215K – 167
2020
Q3 		$215K Sell
6,263
-1,904
-23% -$77.8K 0.09% 118
2020
Q2 		$355K Sell
8,167
-863
-10% -$38.7K 0.14% 65
2020
Q1 		$343K Buy
9,030
+273
+3% +$15.1K 0.16% 69
2019
Q4 		$611K Sell
8,757
-633
-7% -$43.8K 0.25% 62
2019
Q3 		$648K Buy
9,390
+85
+0.9% +$6.15K 0.18% 61
2019
Q2 		$713K Sell
9,305
-472
-5% -$36.5K 0.2% 57
2019
Q1 		$790K Sell
9,777
-268
-3% -$20.4K 0.22% 59
2018
Q4 		$685K Buy
+10,045
New +$788K 0.22% 55

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VisionPoint Advisory Group's XOM Position: Q2 2026 in Review

VisionPoint Advisory Group increased its ExxonMobil (XOM) stake by 8.6% in Q2 2026, buying an estimated $72.6K and bringing the position to 6,107 shares worth $835K. The position accounts for 0.14% of the portfolio, ranked #176.

VisionPoint Advisory Group first reported a position in XOM in Q4 2018 and has held it in 27 quarters since. The position peaked at $954K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • VisionPoint Advisory Group held 6,107 shares of ExxonMobil worth $835K as of Q2 2026.
  • VisionPoint Advisory Group bought 485 ExxonMobil shares in Q2 2026, an estimated $72.6K.
  • ExxonMobil made up 0.14% of VisionPoint Advisory Group's portfolio in Q2 2026, its #176 holding.
  • VisionPoint Advisory Group first reported a position in ExxonMobil in Q4 2018 and has held it in 27 quarters since.
  • VisionPoint Advisory Group's ExxonMobil position peaked at $954K in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.