AWM
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Abound Wealth Management’s ExxonMobil XOM Stock Holding History

Abound Wealth Management’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 		$345K Sell
2,525
-313
-11% -$46.8K 0.07% 62
2026
Q1 		$481K Sell
2,838
-435
-13% -$63.5K 0.11% 52
2025
Q4 		$394K Buy
3,273
+308
+10% +$35.7K 0.09% 56
2025
Q3 		$334K Sell
2,965
-2
-0.1% -$222 0.08% 55
2025
Q2 		$320K Buy
2,967
+458
+18% +$49K 0.09% 54
2025
Q1 		$298K Buy
2,509
+1,247
+99% +$138K 0.1% 54
2024
Q4 		$136K Sell
1,262
-2
-0.2% -$234 0.04% 83
2024
Q3 		$148K Buy
1,264
+191
+18% +$22.1K 0.05% 76
2024
Q2 		$124K Buy
1,073
+67
+7% +$7.8K 0.05% 79
2024
Q1 		$117K Sell
1,006
-1,144
-53% -$120K 0.04% 83
2023
Q4 		$215K Buy
2,150
+153
+8% +$16.1K 0.09% 55
2023
Q3 		$235K Sell
1,997
-610
-23% -$66.9K 0.1% 47
2023
Q2 		$280K Buy
2,607
+149
+6% +$16.3K 0.12% 45
2023
Q1 		$270K Buy
2,458
+221
+10% +$24.4K 0.12% 43
2022
Q4 		$247K Buy
2,237
+7
+0.3% +$750 0.12% 44
2022
Q3 		$195K Buy
+2,230
New +$204K 0.11% 45

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Abound Wealth Management's XOM Position: Q2 2026 in Review

Abound Wealth Management reduced its ExxonMobil (XOM) stake by 11% in Q2 2026, selling an estimated $46.8K and leaving 2,525 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #62.

Abound Wealth Management first reported a position in XOM in Q3 2022 and has held it in 16 quarters since. The position peaked at $481K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Abound Wealth Management held 2,525 shares of ExxonMobil worth $345K as of Q2 2026.
  • Abound Wealth Management sold 313 ExxonMobil shares in Q2 2026, an estimated $46.8K.
  • ExxonMobil made up 0.07% of Abound Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Abound Wealth Management first reported a position in ExxonMobil in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's ExxonMobil position peaked at $481K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.