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West Financial Advisors’s ExxonMobil XOM Stock Holding History

West 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
2026
Q2 		– Sell
-572
Closed -$97K – 228
2026
Q1 		$97K Sell
572
-255
-31% -$37.2K 0.02% 76
2025
Q4 		$99.5K Buy
827
+23
+3% +$2.67K 0.02% 77
2025
Q3 		$90.7K Sell
804
-213
-21% -$23.7K 0.02% 81
2025
Q2 		$110K Buy
1,017
+37
+4% +$3.96K 0.02% 75
2025
Q1 		$117K Hold
980
– – 0.02% 74
2024
Q4 		$105K Buy
980
+239
+32% +$28K 0.02% 75
2024
Q3 		$86.9K Hold
741
– – 0.02% 70
2024
Q2 		$85.3K Hold
741
– – 0.02% 68
2024
Q1 		$86.1K Hold
741
– – 0.02% 68
2023
Q4 		$74.1K Sell
741
-125
-14% -$13.1K 0.02% 73
2023
Q3 		$102K Buy
866
+125
+17% +$13.7K 0.03% 65
2023
Q2 		$79.5K Buy
741
+213
+40% +$23.2K 0.02% 69
2023
Q1 		$57.9K Hold
528
– – 0.02% 74
2022
Q4 		$58.2K Hold
528
– – 0.02% 73
2022
Q3 		$46K Hold
528
– – 0.01% 101
2022
Q2 		$45K Sell
528
-95
-15% -$8.57K 0.01% 101
2022
Q1 		$51K Buy
623
+95
+18% +$7.38K 0.01% 103
2021
Q4 		$32K Hold
528
– – 0.01% 123
2021
Q3 		$31K Hold
528
– – 0.01% 111
2021
Q2 		$33K Sell
528
-38
-7% -$2.27K 0.01% 102
2021
Q1 		$32K Buy
566
+38
+7% +$1.99K 0.01% 102
2020
Q4 		$22K Buy
+528
New +$19.8K 0.01% 107

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

West Financial Advisors's XOM Position: Q2 2026 in Review

West Financial Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 572 shares — an estimated $97K sold.

West Financial Advisors first reported a position in XOM in Q4 2020 and held it in 22 quarters. The position peaked at $117K in Q1 2025. 1,770 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • West Financial Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • West Financial Advisors sold 572 ExxonMobil shares in Q2 2026, an estimated $97K.
  • West Financial Advisors first reported a position in ExxonMobil in Q4 2020 and held it in 22 quarters.
  • West Financial Advisors's ExxonMobil position peaked at $117K in Q1 2025.
  • 1,770 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.