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Aletheian Wealth Advisors’s ExxonMobil XOM Stock Holding History

Aletheian Wealth Advisors’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 		$634K Buy
4,636
+349
+8% +$52.2K 0.27% 56
2026
Q1 		$727K Buy
+4,287
New +$626K 0.35% 46
2025
Q3 		$549K Sell
4,873
-90
-2% -$10K 0.26% 54
2025
Q2 		$535K Buy
4,963
+414
+9% +$44.3K 0.26% 55
2025
Q1 		$541K Buy
4,549
+970
+27% +$107K 0.3% 53
2024
Q4 		$385K Sell
3,579
-637
-15% -$74.5K 0.23% 60
2024
Q3 		$494K Sell
4,216
-5,619
-57% -$649K 0.29% 53
2024
Q2 		$1.13M Buy
9,835
+1,198
+14% +$140K 0.6% 39
2024
Q1 		$1M Buy
8,637
+983
+13% +$103K 0.54% 43
2023
Q4 		$765K Sell
7,654
-294
-4% -$30.9K 0.51% 48
2023
Q3 		$935K Sell
7,948
-505
-6% -$55.4K 0.72% 36
2023
Q2 		$907K Buy
8,453
+5,690
+206% +$621K 0.62% 41
2023
Q1 		$303K Buy
2,763
+650
+31% +$71.9K 0.27% 52
2022
Q4 		$233K Buy
+2,113
New +$226K 0.2% 75

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Aletheian Wealth Advisors's XOM Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its ExxonMobil (XOM) stake by 8.1% in Q2 2026, buying an estimated $52.2K and bringing the position to 4,636 shares worth $634K. The position accounts for 0.27% of the portfolio, ranked #56.

Aletheian Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q2 2024. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Aletheian Wealth Advisors held 4,636 shares of ExxonMobil worth $634K as of Q2 2026.
  • Aletheian Wealth Advisors bought 349 ExxonMobil shares in Q2 2026, an estimated $52.2K.
  • ExxonMobil made up 0.27% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Aletheian Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • Aletheian Wealth Advisors's ExxonMobil position peaked at $1.13M in Q2 2024.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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