Alteri Wealth’s ExxonMobil XOM Stock Holding History

Alteri Wealth’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	$7.69M	Sell	56,283 -455	-0.8%	-$68.1K	2.12%	7
2026 Q1	$9.63M	Sell	56,738 -2,274	-4%	-$332K	3.12%	5
2025 Q4	$7.1M	Buy	59,012 +832	+1%	+$96.5K	2.3%	7
2025 Q3	$6.56M	Buy	58,180 +494	+0.9%	+$54.9K	2.25%	6
2025 Q2	$6.22M	Sell	57,686 -231	-0.4%	-$24.7K	2.41%	6
2025 Q1	$6.89M	Buy	57,917 +969	+2%	+$107K	3.03%	5
2024 Q4	$6.13M	Buy	+56,948	New	+$6.66M	1.7%	9

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

Alteri Wealth's XOM Position: Q2 2026 in Review

Alteri Wealth reduced its ExxonMobil (XOM) stake by 0.8% in Q2 2026, selling an estimated $68.1K and leaving 56,283 shares worth $7.69M. The position accounts for 2.12% of the portfolio, ranked #7.

Alteri Wealth first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.63M in Q1 2026. 1,907 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Alteri Wealth held 56,283 shares of ExxonMobil worth $7.69M as of Q2 2026.
Alteri Wealth sold 455 ExxonMobil shares in Q2 2026, an estimated $68.1K.
ExxonMobil made up 2.12% of Alteri Wealth's portfolio in Q2 2026, its #7 holding.
Alteri Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's ExxonMobil position peaked at $9.63M in Q1 2026.
1,907 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.