Ameliora Wealth Management’s ExxonMobil XOM Stock Holding History

Ameliora 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	$905K	Buy	6,621 +58	+0.9%	+$8.68K	0.27%	55
2026 Q1	$1.11M	Buy	6,563 +592	+10%	+$86.4K	0.36%	46
2025 Q4	$719K	Buy	5,971 +315	+6%	+$36.5K	0.22%	55
2025 Q3	$638K	Buy	5,656 +578	+11%	+$64.3K	0.21%	59
2025 Q2	$547K	Sell	5,078 -331	-6%	-$35.4K	0.2%	64
2025 Q1	$643K	Buy	5,409 +214	+4%	+$23.7K	0.24%	54
2024 Q4	$559K	Hold	5,195	–	–	0.21%	59
2024 Q3	$609K	Buy	5,195 +287	+6%	+$33.1K	0.25%	50
2024 Q2	$565K	Buy	4,908 +464	+10%	+$54K	0.26%	54
2024 Q1	$504K	Hold	4,444	–	–	0.23%	59
2023 Q4	$444K	Buy	4,444 +4,309	+3,192%	+$453K	0.22%	60
2023 Q3	$15.9K	Buy	+135	New	+$14.8K	0.01%	169
2023 Q1	–	Sell	-1,755	Closed	-$194K	–	264
2022 Q4	$194K	Hold	1,755	–	–	0.1%	71
2022 Q3	$172K	Buy	+1,755	New	+$160K	0.09%	77

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

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

Ameliora Wealth Management increased its ExxonMobil (XOM) stake by 0.88% in Q2 2026, buying an estimated $8.68K and bringing the position to 6,621 shares worth $905K. The position accounts for 0.27% of the portfolio, ranked #55.

Ameliora Wealth Management first reported a position in XOM in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.11M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Ameliora Wealth Management held 6,621 shares of ExxonMobil worth $905K as of Q2 2026.
Ameliora Wealth Management bought 58 ExxonMobil shares in Q2 2026, an estimated $8.68K.
ExxonMobil made up 0.27% of Ameliora Wealth Management's portfolio in Q2 2026, its #55 holding.
Ameliora Wealth Management first reported a position in ExxonMobil in Q3 2022 and has held it in 14 quarters since.
Ameliora Wealth Management's ExxonMobil position peaked at $1.11M in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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