Vista Investment Partners II’s ExxonMobil XOM Stock Holding History

Vista Investment Partners II’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	$1.1M	Sell	8,070 -297	-4%	-$44.5K	0.43%	65
2026 Q1	$1.42M	Sell	8,367 -1,154	-12%	-$168K	0.64%	53
2025 Q4	$1.15M	Sell	9,521 -20	-0.2%	-$2.32K	0.49%	60
2025 Q3	$1.08M	Buy	9,541 +28	+0.3%	+$3.11K	0.5%	54
2025 Q2	$1.03M	Buy	9,513 +92	+1%	+$9.84K	0.49%	55
2025 Q1	$1.12M	Buy	9,421 +120	+1%	+$13.3K	0.62%	49
2024 Q4	$1M	Buy	+9,301	New	+$1.09M	0.59%	50

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Vista Investment Partners II's XOM Position: Q2 2026 in Review

Vista Investment Partners II reduced its ExxonMobil (XOM) stake by 3.5% in Q2 2026, selling an estimated $44.5K and leaving 8,070 shares worth $1.1M. The position accounts for 0.43% of the portfolio, ranked #65.

Vista Investment Partners II first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Vista Investment Partners II held 8,070 shares of ExxonMobil worth $1.1M as of Q2 2026.
Vista Investment Partners II sold 297 ExxonMobil shares in Q2 2026, an estimated $44.5K.
ExxonMobil made up 0.43% of Vista Investment Partners II's portfolio in Q2 2026, its #65 holding.
Vista Investment Partners II first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's ExxonMobil position peaked at $1.42M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.