4Wealth Advisors’s ExxonMobil XOM Stock Holding History

4Wealth 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	$382K	Sell	2,811 -519	-16%	-$77.7K	0.29%	101
2026 Q1	$571K	Sell	3,330 -1,138	-25%	-$166K	0.49%	72
2025 Q4	$538K	Buy	4,468 +164	+4%	+$19K	0.46%	75
2025 Q3	$485K	Buy	4,304 +362	+9%	+$40.2K	0.43%	79
2025 Q2	$425K	Sell	3,942 -8	-0.2%	-$855	0.43%	79
2025 Q1	$470K	Sell	3,950 -808	-17%	-$89.4K	0.51%	68
2024 Q4	$512K	Buy	+4,758	New	+$557K	0.51%	69

Other funds holding XOM

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

FWIA

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

4Wealth Advisors's XOM Position: Q2 2026 in Review

4Wealth Advisors reduced its ExxonMobil (XOM) stake by 16% in Q2 2026, selling an estimated $77.7K and leaving 2,811 shares worth $382K. The position accounts for 0.29% of the portfolio, ranked #101.

4Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $571K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

4Wealth Advisors held 2,811 shares of ExxonMobil worth $382K as of Q2 2026.
4Wealth Advisors sold 519 ExxonMobil shares in Q2 2026, an estimated $77.7K.
ExxonMobil made up 0.29% of 4Wealth Advisors's portfolio in Q2 2026, its #101 holding.
4Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's ExxonMobil position peaked at $571K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.