AWM
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Accurate Wealth Management’s ExxonMobil XOM Stock Holding History

Accurate 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 		– Sell
-77,584
Closed -$11.8M – 614
2026
Q1 		$11.8M Buy
77,584
+2,014
+3% +$294K 1.42% 10
2025
Q4 		$9.42M Buy
75,570
+1,933
+3% +$224K 1.19% 14
2025
Q3 		$8.27M Buy
73,637
+1,372
+2% +$153K 1.1% 14
2025
Q2 		$8.3M Buy
72,265
+5,242
+8% +$560K 1.27% 11
2025
Q1 		$6.91M Buy
67,023
+1,411
+2% +$156K 1.32% 12
2024
Q4 		$6.99M Buy
65,612
+1,719
+3% +$201K 1.34% 12
2024
Q3 		$7.69M Buy
63,893
+400
+0.6% +$46.2K 1.55% 8
2024
Q2 		$7.31M Buy
63,493
+470
+0.7% +$54.7K 1.75% 8
2024
Q1 		$7.56M Buy
63,023
+703
+1% +$73.6K 2.21% 3
2023
Q4 		$6.15M Sell
62,320
-967
-2% -$102K 1.91% 8
2023
Q3 		$7.05M Buy
63,287
+1,477
+2% +$162K 2.21% 8
2023
Q2 		$6.24M Sell
61,810
-2,333
-4% -$255K 1.95% 7
2023
Q1 		$7.35M Buy
64,143
+1,063
+2% +$118K 2.53% 7
2022
Q4 		$6.94M Buy
63,080
+2,859
+5% +$306K 2.56% 7
2022
Q3 		$6.17M Buy
60,221
+4,960
+9% +$453K 2.57% 6
2022
Q2 		$4.75M Sell
55,261
-249
-0.4% -$22.5K 2.58% 6
2022
Q1 		$4.58M Buy
55,510
+47,919
+631% +$3.72M 2.05% 10
2021
Q4 		$532K Buy
7,591
+289
+4% +$18.1K 0.43% 61
2021
Q3 		$507K Sell
7,302
-1,793
-20% -$102K 0.44% 61
2021
Q2 		$574K Buy
+9,095
New +$543K 0.5% 47

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

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

Accurate Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 77,584 shares — an estimated $11.8M sold.

Accurate Wealth Management first reported a position in XOM in Q2 2021 and held it in 20 quarters. The position peaked at $11.8M in Q1 2026. 2,025 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Accurate Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 77,584 ExxonMobil shares in Q2 2026, an estimated $11.8M.
  • Accurate Wealth Management first reported a position in ExxonMobil in Q2 2021 and held it in 20 quarters.
  • Accurate Wealth Management's ExxonMobil position peaked at $11.8M in Q1 2026.
  • 2,025 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.