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Adamsbrown Wealth Consultants’s ExxonMobil XOM Stock Holding History

Adamsbrown Wealth Consultants’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 		$3.06M Buy
22,406
+443
+2% +$66.3K 0.58% 28
2026
Q1 		$3.73M Buy
21,963
+581
+3% +$84.8K 0.98% 20
2025
Q4 		$2.57M Buy
21,382
+96
+0.5% +$11.1K 0.72% 23
2025
Q3 		$2.4M Buy
21,286
+146
+0.7% +$16.2K 0.66% 23
2025
Q2 		$2.28M Sell
21,140
-132
-0.6% -$14.1K 0.66% 22
2025
Q1 		$2.53M Buy
21,272
+482
+2% +$53.3K 0.79% 17
2024
Q4 		$2.24M Buy
20,790
+207
+1% +$24.2K 0.76% 20
2024
Q3 		$2.41M Buy
20,583
+379
+2% +$43.8K 0.84% 18
2024
Q2 		$2.33M Buy
20,204
+166
+0.8% +$19.3K 0.91% 16
2024
Q1 		$2.33M Buy
20,038
+546
+3% +$57.1K 0.94% 15
2023
Q4 		$1.95M Buy
19,492
+414
+2% +$43.5K 0.85% 17
2023
Q3 		$2.24M Buy
19,078
+356
+2% +$39K 1.1% 15
2023
Q2 		$2.01M Buy
18,722
+740
+4% +$80.7K 1.06% 16
2023
Q1 		$1.97M Sell
17,982
-135
-0.7% -$14.9K 1.14% 17
2022
Q4 		$2M Buy
18,117
+2,346
+15% +$251K 1.21% 16
2022
Q3 		$1.38M Buy
15,771
+150
+1% +$13.7K 1.05% 18
2022
Q2 		$1.34M Sell
15,621
-3,192
-17% -$288K 1.05% 20
2022
Q1 		$1.55M Sell
18,813
-11
-0.1% -$855 1.23% 16
2021
Q4 		$1.15M Buy
+18,824
New +$1.18M 1.04% 21

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

Adamsbrown Wealth Consultants's XOM Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its ExxonMobil (XOM) stake by 2% in Q2 2026, buying an estimated $66.3K and bringing the position to 22,406 shares worth $3.06M. The position accounts for 0.58% of the portfolio, ranked #28.

Adamsbrown Wealth Consultants first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.73M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Adamsbrown Wealth Consultants held 22,406 shares of ExxonMobil worth $3.06M as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 443 ExxonMobil shares in Q2 2026, an estimated $66.3K.
  • ExxonMobil made up 0.58% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #28 holding.
  • Adamsbrown Wealth Consultants first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Adamsbrown Wealth Consultants's ExxonMobil position peaked at $3.73M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.