AWM
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Accel Wealth Management’s ExxonMobil XOM Stock Holding History

Accel 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 		$991K Sell
7,248
-38
-0.5% -$5.69K 0.22% 100
2026
Q1 		$1.24M Buy
7,286
+325
+5% +$47.4K 0.32% 77
2025
Q4 		$838K Buy
6,961
+704
+11% +$81.7K 0.23% 102
2025
Q3 		$706K Sell
6,257
-392
-6% -$43.6K 0.21% 115
2025
Q2 		$717K Buy
6,649
+33
+0.5% +$3.53K 0.24% 97
2025
Q1 		$787K Buy
6,616
+420
+7% +$46.4K 0.28% 85
2024
Q4 		$667K Sell
6,196
-195
-3% -$22.8K 0.25% 101
2024
Q3 		$749K Sell
6,391
-286
-4% -$33K 0.28% 87
2024
Q2 		$769K Buy
6,677
+791
+13% +$92.1K 0.31% 81
2024
Q1 		$684K Buy
5,886
+522
+10% +$54.6K 0.29% 85
2023
Q4 		$536K Buy
5,364
+535
+11% +$56.2K 0.27% 94
2023
Q3 		$568K Buy
4,829
+430
+10% +$47.2K 0.32% 81
2023
Q2 		$472K Buy
4,399
+308
+8% +$33.6K 0.26% 95
2023
Q1 		$449K Buy
4,091
+144
+4% +$15.9K 0.18% 126
2022
Q4 		$435K Sell
3,947
-35
-0.9% -$3.75K 0.21% 95
2022
Q3 		$379K Buy
3,982
+18
+0.5% +$1.64K 0.2% 103
2022
Q2 		$335K Buy
3,964
+16
+0.4% +$1.44K 0.19% 105
2022
Q1 		$328K Buy
3,948
+220
+6% +$17.1K 0.17% 103
2021
Q4 		$228K Sell
3,728
-84
-2% -$5.25K 0.11% 149
2021
Q3 		$224K Buy
3,812
+114
+3% +$6.5K 0.14% 123
2021
Q2 		$233K Sell
3,698
-5,046
-58% -$301K 0.15% 127
2021
Q1 		$488K Buy
8,744
+403
+5% +$21.1K 0.4% 56
2020
Q4 		$344K Buy
+8,341
New +$313K 0.32% 68

Other funds holding XOM

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Accel Wealth Management reduced its ExxonMobil (XOM) stake by 0.52% in Q2 2026, selling an estimated $5.69K and leaving 7,248 shares worth $991K. The position accounts for 0.22% of the portfolio, ranked #100.

Accel Wealth Management first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.24M in Q1 2026. 1,894 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Accel Wealth Management held 7,248 shares of ExxonMobil worth $991K as of Q2 2026.
  • Accel Wealth Management sold 38 ExxonMobil shares in Q2 2026, an estimated $5.69K.
  • ExxonMobil made up 0.22% of Accel Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Accel Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's ExxonMobil position peaked at $1.24M in Q1 2026.
  • 1,894 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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