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Approach Retirement Advisors’s ExxonMobil XOM Stock Holding History

Approach Retirement 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 		$1.22M Buy
8,911
+20
+0.2% +$2.99K 0.88% 26
2026
Q1 		$1.51M Buy
8,891
+10
+0.1% +$1.46K 1.25% 21
2025
Q4 		$1.07M Buy
+8,881
New +$1.03M 0.92% 26

Other funds holding XOM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Approach Retirement Advisors's XOM Position: Q2 2026 in Review

Approach Retirement Advisors increased its ExxonMobil (XOM) stake by 0.22% in Q2 2026, buying an estimated $2.99K and bringing the position to 8,911 shares worth $1.22M. The position accounts for 0.88% of the portfolio, ranked #26.

Approach Retirement Advisors first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.51M in Q1 2026. 2,567 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Approach Retirement Advisors held 8,911 shares of ExxonMobil worth $1.22M as of Q2 2026.
  • Approach Retirement Advisors bought 20 ExxonMobil shares in Q2 2026, an estimated $2.99K.
  • ExxonMobil made up 0.88% of Approach Retirement Advisors's portfolio in Q2 2026, its #26 holding.
  • Approach Retirement Advisors first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Approach Retirement Advisors's ExxonMobil position peaked at $1.51M in Q1 2026.
  • 2,567 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.