AWM
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Activest Wealth Management’s ExxonMobil XOM Stock Holding History

Activest 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 		$47.2K Sell
345
-1,588
-82% -$238K 0.01% 288
2026
Q1 		$328K Buy
1,933
+469
+32% +$68.4K 0.06% 106
2025
Q4 		$176K Buy
1,464
+507
+53% +$58.8K 0.03% 157
2025
Q3 		$108K Buy
957
+443
+86% +$49.2K 0.02% 175
2025
Q2 		$55.4K Sell
514
-609
-54% -$65.1K 0.01% 198
2025
Q1 		$134K Buy
1,123
+737
+191% +$81.5K 0.04% 114
2024
Q4 		$41.5K Buy
386
+26
+7% +$3.04K 0.01% 185
2024
Q3 		$42.2K Sell
360
-91
-20% -$10.5K 0.01% 186
2024
Q2 		$51.9K Buy
451
+325
+258% +$37.9K 0.02% 163
2024
Q1 		$14.7K Buy
126
+5
+4% +$523 0.01% 194
2023
Q4 		$12.1K Sell
121
-7
-5% -$736 0.01% 185
2023
Q3 		$15.1K Hold
128
– – 0.01% 150
2023
Q2 		$5.95K Hold
128
– – ﹤0.01% 207
2023
Q1 		$14K Sell
128
-623
-83% -$68.9K 0.01% 141
2022
Q4 		$82.8K Sell
751
-265
-26% -$28.4K 0.02% 146
2022
Q3 		$89K Buy
1,016
+775
+322% +$70.8K 0.03% 143
2022
Q2 		$21K Sell
241
-431
-64% -$38.9K 0.01% 150
2022
Q1 		$56K Buy
672
+4
+0.6% +$311 0.04% 93
2021
Q4 		$41K Buy
668
+3
+0.5% +$187 0.03% 116
2021
Q3 		$39K Buy
665
+4
+0.6% +$228 0.03% 121
2021
Q2 		$42K Sell
661
-86
-12% -$5.13K 0.03% 107
2021
Q1 		$42K Buy
+747
New +$39.2K 0.03% 107

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

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

Activest Wealth Management reduced its ExxonMobil (XOM) stake by 82% in Q2 2026, selling an estimated $238K and leaving 345 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #288.

Activest Wealth Management first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $328K in Q1 2026. 1,894 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Activest Wealth Management held 345 shares of ExxonMobil worth $47.2K as of Q2 2026.
  • Activest Wealth Management sold 1,588 ExxonMobil shares in Q2 2026, an estimated $238K.
  • ExxonMobil made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Activest Wealth Management first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
  • Activest Wealth Management's ExxonMobil position peaked at $328K in Q1 2026.
  • 1,894 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.