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Westbourne Investment Advisors’s ExxonMobil XOM Stock Holding History

Westbourne Investment 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 		$1.73M Sell
12,630
-450
-3% -$67.3K 0.48% 38
2026
Q1 		$2.22M Sell
13,080
-550
-4% -$80.3K 0.65% 34
2025
Q4 		$1.64M Sell
13,630
-175
-1% -$20.3K 0.45% 39
2025
Q3 		$1.56M Sell
13,805
-1,600
-10% -$178K 0.43% 40
2025
Q2 		$1.66M Hold
15,405
– – 0.5% 37
2025
Q1 		$1.83M Sell
15,405
-135
-0.9% -$14.9K 0.65% 33
2024
Q4 		$1.67M Buy
15,540
+135
+0.9% +$15.8K 0.57% 36
2024
Q3 		$1.81M Sell
15,405
-200
-1% -$23.1K 0.63% 35
2024
Q2 		$1.8M Buy
15,605
+1,352
+9% +$157K 0.65% 33
2024
Q1 		$1.66M Hold
14,253
– – 0.61% 35
2023
Q4 		$1.43M Hold
14,253
– – 0.57% 39
2023
Q3 		$1.68M Hold
14,253
– – 0.77% 34
2023
Q2 		$1.53M Hold
14,253
– – 0.68% 37
2023
Q1 		$1.56M Sell
14,253
-200
-1% -$22.1K 0.76% 37
2022
Q4 		$1.59M Hold
14,453
– – 0.81% 37
2022
Q3 		$1.26M Buy
14,453
+7,175
+99% +$655K 0.67% 38
2022
Q2 		$623K Hold
7,278
– – 0.39% 52
2022
Q1 		$601K Hold
7,278
– – 0.25% 60
2021
Q4 		$445K Buy
+7,278
New +$455K 0.17% 71
2020
Q2 		– Sell
-6,143
Closed -$233K – 87
2020
Q1 		$233K Sell
6,143
-4,743
-44% -$262K 0.22% 74
2019
Q4 		$760K Hold
10,886
– – 0.52% 50
2019
Q3 		$769K Buy
10,886
+1,300
+14% +$94K 0.57% 47
2019
Q2 		$735K Sell
9,586
-345
-3% -$26.7K 0.6% 46
2019
Q1 		$802K Sell
9,931
-150
-1% -$11.4K 0.61% 49
2018
Q4 		$687K Sell
10,081
-375
-4% -$29.4K 0.59% 48
2018
Q3 		$889K Buy
10,456
+1,100
+12% +$89.9K 0.65% 46
2018
Q2 		$774K Sell
9,356
-2,420
-21% -$193K 0.67% 47
2018
Q1 		$879K Sell
11,776
-900
-7% -$71.9K 0.7% 50
2017
Q4 		$1.06M Sell
12,676
-300
-2% -$24.8K 0.8% 45
2017
Q3 		$1.06M Hold
12,976
– – 0.83% 42
2017
Q2 		$1.05M Sell
12,976
-25
-0.2% -$2.04K 0.85% 40
2017
Q1 		$1.07M Hold
13,001
– – 0.88% 38
2016
Q4 		$1.17M Sell
13,001
-100
-0.8% -$8.74K 1.03% 34
2016
Q3 		$1.14M Sell
13,101
-700
-5% -$62.1K 1.01% 35
2016
Q2 		$1.29M Buy
13,801
+500
+4% +$44.2K 1.17% 28
2016
Q1 		$1.11M Sell
13,301
-400
-3% -$32K 1.06% 33
2015
Q4 		$1.07M Sell
13,701
-32
-0.2% -$2.56K 1.03% 33
2015
Q3 		$1.02M Sell
13,733
-324
-2% -$25K 1.02% 28
2015
Q2 		$1.17M Buy
+14,057
New +$1.21M 1.06% 31

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

Westbourne Investment Advisors's XOM Position: Q2 2026 in Review

Westbourne Investment Advisors reduced its ExxonMobil (XOM) stake by 3.4% in Q2 2026, selling an estimated $67.3K and leaving 12,630 shares worth $1.73M. The position accounts for 0.48% of the portfolio, ranked #38.

Westbourne Investment Advisors first reported a position in XOM in Q2 2015 and has held it in 39 quarters since. The position peaked at $2.22M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Westbourne Investment Advisors held 12,630 shares of ExxonMobil worth $1.73M as of Q2 2026.
  • Westbourne Investment Advisors sold 450 ExxonMobil shares in Q2 2026, an estimated $67.3K.
  • ExxonMobil made up 0.48% of Westbourne Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • Westbourne Investment Advisors first reported a position in ExxonMobil in Q2 2015 and has held it in 39 quarters since.
  • Westbourne Investment Advisors's ExxonMobil position peaked at $2.22M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.