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Vista Investment Partners’s ExxonMobil XOM Stock Holding History

Vista Investment Partners’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 		$12.6M Sell
92,148
-164
-0.2% -$24.5K 3.17% 3
2026
Q1 		$15.7M Sell
92,312
-3,680
-4% -$537K 4.14% 1
2025
Q4 		$11.6M Sell
95,992
-1,869
-2% -$217K 3.02% 3
2025
Q3 		$11M Sell
97,861
-5,150
-5% -$573K 3.08% 3
2025
Q2 		$11.1M Sell
103,011
-29
-0% -$3.1K 3.2% 2
2025
Q1 		$12.3M Sell
103,040
-1,052
-1% -$116K 3.73% 1
2024
Q4 		$11.2M Sell
104,092
-518
-0.5% -$60.6K 3.49% 2
2024
Q3 		$12.3M Buy
104,610
+74
+0.1% +$8.54K 3.93% 1
2024
Q2 		$12M Buy
104,536
+254
+0.2% +$29.6K 4.01% 1
2024
Q1 		$12.1M Buy
104,282
+8,053
+8% +$843K 4.12% 1
2023
Q4 		$9.62M Buy
+96,229
New +$10.1M 3.53% 2

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

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

Vista Investment Partners reduced its ExxonMobil (XOM) stake by 0.18% in Q2 2026, selling an estimated $24.5K and leaving 92,148 shares worth $12.6M. The position accounts for 3.17% of the portfolio, ranked #3.

Vista Investment Partners first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.7M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Vista Investment Partners held 92,148 shares of ExxonMobil worth $12.6M as of Q2 2026.
  • Vista Investment Partners sold 164 ExxonMobil shares in Q2 2026, an estimated $24.5K.
  • ExxonMobil made up 3.17% of Vista Investment Partners's portfolio in Q2 2026, its #3 holding.
  • Vista Investment Partners first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Vista Investment Partners's ExxonMobil position peaked at $15.7M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.