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YHB Investment Advisors’s ExxonMobil XOM Stock Holding History

YHB 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 		$4.35M Buy
31,824
+114
+0.4% +$17.1K 0.28% 89
2026
Q1 		$5.38M Buy
31,710
+675
+2% +$98.5K 0.39% 73
2025
Q4 		$3.73M Sell
31,035
-138
-0.4% -$16K 0.26% 86
2025
Q3 		$3.51M Sell
31,173
-528
-2% -$58.7K 0.26% 88
2025
Q2 		$3.42M Sell
31,701
-72
-0.2% -$7.7K 0.26% 90
2025
Q1 		$3.78M Sell
31,773
-88
-0.3% -$9.73K 0.32% 82
2024
Q4 		$3.43M Sell
31,861
-773
-2% -$90.4K 0.28% 84
2024
Q3 		$3.83M Sell
32,634
-117
-0.4% -$13.5K 0.32% 79
2024
Q2 		$3.77M Buy
32,751
+1,836
+6% +$214K 0.32% 75
2024
Q1 		$3.59M Buy
30,915
+35
+0.1% +$3.66K 0.32% 80
2023
Q4 		$3.09M Sell
30,880
-1,758
-5% -$185K 0.3% 85
2023
Q3 		$3.84M Sell
32,638
-432
-1% -$47.4K 0.35% 80
2023
Q2 		$3.55M Buy
33,070
+98
+0.3% +$10.7K 0.33% 82
2023
Q1 		$3.62M Buy
32,972
+360
+1% +$39.8K 0.36% 77
2022
Q4 		$3.6M Buy
32,612
+232
+0.7% +$24.9K 0.38% 74
2022
Q3 		$2.83M Buy
32,380
+367
+1% +$33.5K 0.31% 88
2022
Q2 		$2.74M Buy
32,013
+166
+0.5% +$15K 0.29% 89
2022
Q1 		$2.63M Sell
31,847
-1,844
-5% -$143K 0.23% 101
2021
Q4 		$2.06M Sell
33,691
-2,479
-7% -$155K 0.16% 128
2021
Q3 		$2.13M Sell
36,170
-2,642
-7% -$151K 0.18% 117
2021
Q2 		$2.45M Sell
38,812
-101
-0.3% -$6.03K 0.21% 112
2021
Q1 		$2.21M Sell
38,913
-1,351
-3% -$70.8K 0.19% 116
2020
Q4 		$1.66M Sell
40,264
-3,564
-8% -$134K 0.16% 127
2020
Q3 		$1.5M Sell
43,828
-53,527
-55% -$2.19M 0.16% 121
2020
Q2 		$4.35M Buy
97,355
+600
+0.6% +$26.9K 0.63% 49
2020
Q1 		$3.67M Sell
96,755
-9,554
-9% -$528K 0.63% 50
2019
Q4 		$7.42M Sell
106,309
-6,125
-5% -$424K 1.06% 33
2019
Q3 		$7.94M Buy
112,434
+72
+0.1% +$5.21K 1.21% 25
2019
Q2 		$8.61M Sell
112,362
-2,430
-2% -$188K 1.37% 22
2019
Q1 		$9.28M Sell
114,792
-883
-0.8% -$67.3K 1.45% 20
2018
Q4 		$7.89M Buy
115,675
+3,454
+3% +$271K 1.41% 22
2018
Q3 		$9.54M Sell
112,221
-1,743
-2% -$143K 1.44% 18
2018
Q2 		$9.43M Sell
113,964
-1,242
-1% -$99K 1.54% 16
2018
Q1 		$8.6M Buy
115,206
+2,728
+2% +$218K 1.46% 16
2017
Q4 		$9.41M Sell
112,478
-3,682
-3% -$305K 1.6% 15
2017
Q3 		$9.52M Sell
116,160
-9,931
-8% -$789K 1.7% 14
2017
Q2 		$10.2M Sell
126,091
-65,823
-34% -$5.39M 1.75% 14
2017
Q1 		$14.3M Buy
191,914
+65,557
+52% +$5.48M 2.75% 6
2016
Q4 		$11.4M Buy
126,357
+4,252
+3% +$372K 2.38% 7
2016
Q3 		$10.7M Sell
122,105
-988
-0.8% -$87.7K 2.57% 7
2016
Q2 		$11.5M Buy
123,093
+5,585
+5% +$494K 2.54% 8
2016
Q1 		$9.82M Sell
117,508
-10,163
-8% -$814K 2.65% 5
2015
Q4 		$9.95M Sell
127,671
-2,943
-2% -$235K 2.26% 8
2015
Q3 		$9.71M Sell
130,614
-2,453
-2% -$189K 2.29% 9
2015
Q2 		$11.1M Buy
133,067
+2,005
+2% +$172K 2.41% 9
2015
Q1 		$11.1M Sell
131,062
-494
-0.4% -$43.8K 2.5% 8
2014
Q4 		$12.2M Sell
131,556
-1,870
-1% -$174K 2.79% 5
2014
Q3 		$12.5M Buy
133,426
+2,042
+2% +$203K 3.01% 3
2014
Q2 		$13.2M Sell
131,384
-1,668
-1% -$168K 3.19% 1
2014
Q1 		$13M Buy
133,052
+4,633
+4% +$442K 3.3% 1
2013
Q4 		$13M Sell
128,419
-5,491
-4% -$508K 3.49% 1
2013
Q3 		$11.5M Sell
133,910
-2,067
-2% -$186K 3.41% 2
2013
Q2 		$12.3M Buy
+135,977
New +$12.2M 3.83% 1

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

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

YHB Investment Advisors increased its ExxonMobil (XOM) stake by 0.36% in Q2 2026, buying an estimated $17.1K and bringing the position to 31,824 shares worth $4.35M. The position accounts for 0.28% of the portfolio, ranked #89.

YHB Investment Advisors first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.3M in Q1 2017. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • YHB Investment Advisors held 31,824 shares of ExxonMobil worth $4.35M as of Q2 2026.
  • YHB Investment Advisors bought 114 ExxonMobil shares in Q2 2026, an estimated $17.1K.
  • ExxonMobil made up 0.28% of YHB Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • YHB Investment Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's ExxonMobil position peaked at $14.3M in Q1 2017.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.