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Amplius Wealth Advisors’s ExxonMobil XOM Stock Holding History

Amplius 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 		$882K Buy
6,453
+977
+18% +$146K 0.06% 84
2026
Q1 		$929K Buy
5,476
+199
+4% +$29K 0.08% 72
2025
Q4 		$635K Buy
5,277
+762
+17% +$88.4K 0.05% 93
2025
Q3 		$509K Sell
4,515
-1,985
-31% -$221K 0.04% 102
2025
Q2 		$701K Sell
6,500
-1,130
-15% -$121K 0.07% 97
2025
Q1 		$907K Sell
7,630
-251
-3% -$27.8K 0.09% 78
2024
Q4 		$848K Buy
7,881
+204
+3% +$23.9K 0.09% 79
2024
Q3 		$900K Sell
7,677
-49
-0.6% -$5.66K 0.1% 75
2024
Q2 		$889K Sell
7,726
-1,616
-17% -$188K 0.1% 76
2024
Q1 		$1.09M Buy
9,342
+730
+8% +$76.4K 0.12% 70
2023
Q4 		$861K Sell
8,612
-283
-3% -$29.7K 0.1% 69
2023
Q3 		$1.05M Sell
8,895
-3,779
-30% -$414K 0.14% 65
2023
Q2 		$1.36M Buy
12,674
+796
+7% +$86.9K 0.18% 59
2023
Q1 		$1.3M Buy
11,878
+584
+5% +$64.6K 0.19% 59
2022
Q4 		$1.25M Buy
11,294
+2,124
+23% +$228K 0.2% 59
2022
Q3 		$801K Sell
9,170
-209
-2% -$19.1K 0.14% 66
2022
Q2 		$803K Sell
9,379
-29
-0.3% -$2.62K 0.13% 66
2022
Q1 		$777K Sell
9,408
-654
-6% -$50.8K 0.12% 72
2021
Q4 		$615K Buy
+10,062
New +$629K 0.08% 93

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Amplius Wealth Advisors increased its ExxonMobil (XOM) stake by 18% in Q2 2026, buying an estimated $146K and bringing the position to 6,453 shares worth $882K. The position accounts for 0.06% of the portfolio, ranked #84.

Amplius Wealth Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q2 2023. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Amplius Wealth Advisors held 6,453 shares of ExxonMobil worth $882K as of Q2 2026.
  • Amplius Wealth Advisors bought 977 ExxonMobil shares in Q2 2026, an estimated $146K.
  • ExxonMobil made up 0.06% of Amplius Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Amplius Wealth Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's ExxonMobil position peaked at $1.36M in Q2 2023.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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