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Altus Wealth Group’s ExxonMobil XOM Stock Holding History

Altus Wealth Group’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 		$1.3M Sell
9,488
-205
-2% -$30.7K 0.47% 36
2026
Q1 		$1.64M Buy
9,693
+25
+0.3% +$3.65K 0.67% 31
2025
Q4 		$1.16M Buy
9,668
+1
+0% +$116 0.47% 42
2025
Q3 		$1.09M Sell
9,667
-145
-1% -$16.1K 0.45% 44
2025
Q2 		$1.06M Sell
9,812
-359
-4% -$38.4K 0.47% 44
2025
Q1 		$1.21M Buy
10,171
+41
+0.4% +$4.53K 0.57% 37
2024
Q4 		$1.09M Buy
10,130
+94
+0.9% +$11K 0.48% 47
2024
Q3 		$1.18M Sell
10,036
-27
-0.3% -$3.12K 0.5% 44
2024
Q2 		$1.16M Buy
10,063
+144
+1% +$16.8K 0.58% 40
2024
Q1 		$1.15M Sell
9,919
-61
-0.6% -$6.38K 0.58% 45
2023
Q4 		$998K Sell
9,980
-300
-3% -$31.5K 0.55% 43
2023
Q3 		$1.21M Buy
10,280
+87
+0.9% +$9.54K 0.77% 34
2023
Q2 		$1.09M Buy
10,193
+163
+2% +$17.8K 0.67% 34
2023
Q1 		$1.1M Sell
10,030
-1,262
-11% -$140K 0.74% 30
2022
Q4 		$1.25M Sell
11,292
-1,188
-10% -$127K 0.95% 22
2022
Q3 		$734K Hold
12,480
– – 0.73% 37
2022
Q2 		$734K Hold
12,480
– – 0.73% 37
2022
Q1 		$1.03M Hold
12,480
– – 0.84% 27
2021
Q4 		$764K Hold
12,480
– – 0.63% 40
2021
Q3 		$734K Buy
12,480
+2,494
+25% +$142K 0.73% 37
2021
Q2 		$630K Hold
9,986
– – 0.62% 39
2021
Q1 		$591K Sell
9,986
-537
-5% -$28.2K 0.59% 41
2020
Q4 		$433K Buy
+10,523
New +$395K 0.41% 47

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

Altus Wealth Group's XOM Position: Q2 2026 in Review

Altus Wealth Group reduced its ExxonMobil (XOM) stake by 2.1% in Q2 2026, selling an estimated $30.7K and leaving 9,488 shares worth $1.3M. The position accounts for 0.47% of the portfolio, ranked #36.

Altus Wealth Group first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.64M in Q1 2026. 1,894 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Altus Wealth Group held 9,488 shares of ExxonMobil worth $1.3M as of Q2 2026.
  • Altus Wealth Group sold 205 ExxonMobil shares in Q2 2026, an estimated $30.7K.
  • ExxonMobil made up 0.47% of Altus Wealth Group's portfolio in Q2 2026, its #36 holding.
  • Altus Wealth Group first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's ExxonMobil position peaked at $1.64M in Q1 2026.
  • 1,894 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.