180 Wealth Advisors’s ExxonMobil XOM Stock Holding History

180 Wealth 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	$4.79M	Sell	35,035 -897	-2%	-$134K	0.48%	49
2026 Q1	$6.1M	Sell	35,932 -206	-0.6%	-$30.1K	0.69%	29
2025 Q4	$4.35M	Buy	36,138 +3,885	+12%	+$451K	0.5%	45
2025 Q3	$3.64M	Sell	32,253 -174	-0.5%	-$19.3K	0.44%	51
2025 Q2	$3.5M	Sell	32,427 -339	-1%	-$36.2K	0.49%	48
2025 Q1	$3.9M	Buy	32,766 +350	+1%	+$38.7K	0.62%	38
2024 Q4	$3.49M	Sell	32,416 -12,168	-27%	-$1.42M	0.55%	42
2024 Q3	$5.23M	Sell	44,584 -3,172	-7%	-$366K	0.82%	23
2024 Q2	$5.41M	Sell	47,756 -1,462	-3%	-$170K	0.88%	18
2024 Q1	$5.72M	Sell	49,218 -1,936	-4%	-$203K	1.03%	14
2023 Q4	$5.24M	Buy	51,154 +249	+0.5%	+$26.2K	1.05%	15
2023 Q3	$5.99M	Buy	50,905 +533	+1%	+$58.5K	1.35%	10
2023 Q2	$5.41M	Sell	50,372 -766	-1%	-$83.6K	1.19%	10
2023 Q1	$5.61M	Sell	51,138 -4,241	-8%	-$469K	1.3%	9
2022 Q4	$6.52M	Sell	55,379 -4,971	-8%	-$533K	1.53%	7
2022 Q3	$5.27M	Buy	60,350 +1,365	+2%	+$125K	1.45%	7
2022 Q2	$5.16M	Sell	58,985 -2,667	-4%	-$241K	1.32%	8
2022 Q1	$5.41M	Sell	61,652 -2,025	-3%	-$157K	1.18%	10
2021 Q4	$4.6M	Sell	63,677 -1,313	-2%	-$82.1K	1.03%	13
2021 Q3	$4.07M	Buy	64,990 +302	+0.5%	+$17.2K	0.9%	22
2021 Q2	$3.76M	Buy	64,688 +1,679	+3%	+$100K	0.86%	25
2021 Q1	$3.71M	Buy	63,009 +5,678	+10%	+$298K	0.92%	21
2020 Q4	$2.8M	Buy	57,331 +38,957	+212%	+$1.46M	0.81%	26
2020 Q3	$619K	Buy	18,374 +2,135	+13%	+$87.3K	0.23%	98
2020 Q2	$707K	Sell	16,239 -1,529	-9%	-$68.6K	0.28%	89
2020 Q1	$718K	Sell	17,768 -221	-1%	-$12.2K	0.37%	74
2019 Q4	$1.24M	Sell	17,989 -1,170	-6%	-$80.9K	0.5%	54
2019 Q3	$1.32M	Sell	19,159 -4,139	-18%	-$299K	0.58%	44
2019 Q2	$1.69M	Buy	23,298 +4,753	+26%	+$368K	0.76%	30
2019 Q1	$1.42M	Buy	18,545 +1,627	+10%	+$124K	0.65%	35
2018 Q4	$1.44M	Sell	16,918 -185	-1%	-$14.5K	0.67%	35
2018 Q3	$1.45M	Buy	17,103 +4,789	+39%	+$392K	0.67%	36
2018 Q2	$1.02M	Sell	12,314 -388	-3%	-$30.9K	0.5%	58
2018 Q1	$950K	Buy	12,702 +155	+1%	+$12.4K	0.49%	62
2017 Q4	$1.05M	Buy	+12,547	New	+$1.04M	0.53%	57

Other funds holding XOM

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

180 Wealth Advisors's XOM Position: Q2 2026 in Review

180 Wealth Advisors reduced its ExxonMobil (XOM) stake by 2.5% in Q2 2026, selling an estimated $134K and leaving 35,035 shares worth $4.79M. The position accounts for 0.48% of the portfolio, ranked #49.

180 Wealth Advisors first reported a position in XOM in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.52M in Q4 2022. 877 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

180 Wealth Advisors held 35,035 shares of ExxonMobil worth $4.79M as of Q2 2026.
180 Wealth Advisors sold 897 ExxonMobil shares in Q2 2026, an estimated $134K.
ExxonMobil made up 0.48% of 180 Wealth Advisors's portfolio in Q2 2026, its #49 holding.
180 Wealth Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 35 quarters since.
180 Wealth Advisors's ExxonMobil position peaked at $6.52M in Q4 2022.
877 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.