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Yanni & Associates Investment Advisors’s ExxonMobil XOM Stock Holding History

Yanni & Associates 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 		$385K Buy
2,813
+8
+0.3% +$1.2K 0.35% 29
2026
Q1 		$476K Buy
2,805
+9
+0.3% +$1.31K 0.49% 26
2025
Q4 		$337K Buy
+2,796
New +$324K 0.34% 30

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Yanni & Associates Investment Advisors's XOM Position: Q2 2026 in Review

Yanni & Associates Investment Advisors increased its ExxonMobil (XOM) stake by 0.29% in Q2 2026, buying an estimated $1.2K and bringing the position to 2,813 shares worth $385K. The position accounts for 0.35% of the portfolio, ranked #29.

Yanni & Associates Investment Advisors first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $476K in Q1 2026. 4,255 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Yanni & Associates Investment Advisors held 2,813 shares of ExxonMobil worth $385K as of Q2 2026.
  • Yanni & Associates Investment Advisors bought 8 ExxonMobil shares in Q2 2026, an estimated $1.2K.
  • ExxonMobil made up 0.35% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Yanni & Associates Investment Advisors first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Yanni & Associates Investment Advisors's ExxonMobil position peaked at $476K in Q1 2026.
  • 4,255 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.