1 North Wealth Services’s ExxonMobil XOM Stock Holding History

1 North Wealth Services’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	$635K	Buy	4,643 +92	+2%	+$13.8K	0.21%	44
2026 Q1	$772K	Sell	4,551 -125	-3%	-$18.2K	0.28%	43
2025 Q4	$563K	Buy	4,676 +215	+5%	+$24.9K	0.2%	46
2025 Q3	$503K	Sell	4,461 -606	-12%	-$67.4K	0.21%	43
2025 Q2	$546K	Hold	5,067	–	–	0.22%	44
2025 Q1	$603K	Hold	5,067	–	–	0.28%	39
2024 Q4	$545K	Buy	+5,067	New	+$593K	0.23%	45
2019 Q4	$328K	Buy	4,701 +1	+0%	+$69	0.2%	54
2019 Q3	$332K	Buy	+4,700	New	+$340K	0.22%	52
2019 Q1	$331K	Buy	4,102 +22	+0.5%	+$1.68K	0.23%	51
2018 Q4	$278K	Buy	+4,080	New	+$320K	0.23%	50

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

1 North Wealth Services's XOM Position: Q2 2026 in Review

1 North Wealth Services increased its ExxonMobil (XOM) stake by 2% in Q2 2026, buying an estimated $13.8K and bringing the position to 4,643 shares worth $635K. The position accounts for 0.21% of the portfolio, ranked #44.

1 North Wealth Services first reported a position in XOM in Q4 2018 and has held it in 11 quarters since. The position peaked at $772K in Q1 2026. 2,177 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

1 North Wealth Services held 4,643 shares of ExxonMobil worth $635K as of Q2 2026.
1 North Wealth Services bought 92 ExxonMobil shares in Q2 2026, an estimated $13.8K.
ExxonMobil made up 0.21% of 1 North Wealth Services's portfolio in Q2 2026, its #44 holding.
1 North Wealth Services first reported a position in ExxonMobil in Q4 2018 and has held it in 11 quarters since.
1 North Wealth Services's ExxonMobil position peaked at $772K in Q1 2026.
2,177 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.