Allen Wealth Management’s ExxonMobil XOM Stock Holding History

Allen 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	$4M	Sell	29,280 -5,031	-15%	-$753K	1.95%	8
2026 Q1	$5.82M	Sell	34,311 -1,182	-3%	-$172K	2.91%	7
2025 Q4	$4.27M	Sell	35,493 -687	-2%	-$79.7K	2.57%	7
2025 Q3	$4.08M	Sell	36,180 -17,711	-33%	-$1.97M	2.77%	6
2025 Q2	$5.81M	Sell	53,891 -963	-2%	-$103K	4.06%	5
2025 Q1	$6.52M	Sell	54,854 -532	-1%	-$58.8K	4.49%	5
2024 Q4	$5.96M	Sell	55,386 -1,376	-2%	-$161K	4.27%	5
2024 Q3	$6.65M	Sell	56,762 -2,417	-4%	-$279K	4.61%	5
2024 Q2	$6.81M	Buy	59,179 +64	+0.1%	+$7.45K	6.06%	4
2024 Q1	$6.87M	Buy	59,115 +787	+1%	+$82.3K	6.06%	4
2023 Q4	$5.83M	Buy	+58,328	New	+$6.13M	5.71%	4

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Allen Wealth Management reduced its ExxonMobil (XOM) stake by 15% in Q2 2026, selling an estimated $753K and leaving 29,280 shares worth $4M. The position accounts for 1.95% of the portfolio, ranked #8.

Allen Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.87M in Q1 2024. 2,015 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Allen Wealth Management held 29,280 shares of ExxonMobil worth $4M as of Q2 2026.
Allen Wealth Management sold 5,031 ExxonMobil shares in Q2 2026, an estimated $753K.
ExxonMobil made up 1.95% of Allen Wealth Management's portfolio in Q2 2026, its #8 holding.
Allen Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Allen Wealth Management's ExxonMobil position peaked at $6.87M in Q1 2024.
2,015 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.