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Act Wealth Management’s ExxonMobil XOM Stock Holding History

Act 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 		$2.4M Sell
17,521
-24
-0.1% -$3.59K 0.7% 16
2026
Q1 		$2.98M Sell
17,545
-1,806
-9% -$264K 1% 15
2025
Q4 		$2.33M Buy
19,351
+695
+4% +$80.6K 0.76% 15
2025
Q3 		$2.1M Sell
18,656
-180
-1% -$20K 0.74% 15
2025
Q2 		$2.03M Sell
18,836
-124
-0.7% -$13.3K 0.86% 14
2025
Q1 		$2.25M Buy
18,960
+35
+0.2% +$3.87K 1.02% 13
2024
Q4 		$2.04M Sell
18,925
-51
-0.3% -$5.97K 0.95% 13
2024
Q3 		$2.22M Sell
18,976
-154
-0.8% -$17.8K 0.99% 13
2024
Q2 		$2.2M Buy
19,130
+472
+3% +$55K 1.08% 12
2024
Q1 		$2.17M Sell
18,658
-5
-0% -$523 1.09% 11
2023
Q4 		$1.87M Buy
18,663
+38
+0.2% +$3.99K 1.01% 12
2023
Q3 		$2.19M Buy
18,625
+143
+0.8% +$15.7K 1.47% 10
2023
Q2 		$1.98M Sell
18,482
-70
-0.4% -$7.64K 1.12% 11
2023
Q1 		$2.03M Sell
18,552
-480
-3% -$53.1K 1.21% 11
2022
Q4 		$2.1M Sell
19,032
-388
-2% -$41.6K 1.33% 11
2022
Q3 		$1.7M Buy
19,420
+59
+0.3% +$5.39K 1.21% 11
2022
Q2 		$1.66M Buy
19,361
+41
+0.2% +$3.7K 1.08% 11
2022
Q1 		$1.6M Sell
19,320
-780
-4% -$60.6K 0.91% 11
2021
Q4 		$1.23M Sell
20,100
-38
-0.2% -$2.38K 0.71% 10
2021
Q3 		$1.27M Hold
20,138
– – 0.78% 9
2021
Q2 		$1.27M Hold
20,138
– – 0.78% 9
2021
Q1 		$1.12M Sell
20,138
-750
-4% -$39.3K 0.73% 9
2020
Q4 		$861K Buy
+20,888
New +$783K 0.55% 10

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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

Act Wealth Management reduced its ExxonMobil (XOM) stake by 0.14% in Q2 2026, selling an estimated $3.59K and leaving 17,521 shares worth $2.4M. The position accounts for 0.7% of the portfolio, ranked #16.

Act Wealth Management first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.98M in Q1 2026. 1,299 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Act Wealth Management held 17,521 shares of ExxonMobil worth $2.4M as of Q2 2026.
  • Act Wealth Management sold 24 ExxonMobil shares in Q2 2026, an estimated $3.59K.
  • ExxonMobil made up 0.7% of Act Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Act Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Act Wealth Management's ExxonMobil position peaked at $2.98M in Q1 2026.
  • 1,299 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.