AWM
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Aprio Wealth Management’s ExxonMobil XOM Stock Holding History

Aprio 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 		$4.92M Sell
35,967
-765
-2% -$114K 0.24% 84
2026
Q1 		$6.23M Sell
36,732
-144
-0.4% -$21K 0.34% 61
2025
Q4 		$4.44M Buy
36,876
+18,389
+99% +$2.13M 0.25% 81
2025
Q3 		$2.08M Buy
18,487
+4,650
+34% +$517K 0.21% 75
2025
Q2 		$1.49M Sell
13,837
-3,019
-18% -$323K 0.17% 83
2025
Q1 		$2M Buy
16,856
+3,148
+23% +$348K 0.25% 64
2024
Q4 		$1.47M Buy
13,708
+3,173
+30% +$371K 0.22% 67
2024
Q3 		$1.23M Sell
10,535
-99
-0.9% -$11.4K 0.2% 69
2024
Q2 		$1.22M Buy
10,634
+2,763
+35% +$322K 0.22% 61
2024
Q1 		$915K Buy
7,871
+2,151
+38% +$225K 0.18% 69
2023
Q4 		$572K Sell
5,720
-565
-9% -$59.4K 0.13% 88
2023
Q3 		$739K Buy
6,285
+770
+14% +$84.5K 0.2% 62
2023
Q2 		$591K Buy
5,515
+1,734
+46% +$189K 0.16% 67
2023
Q1 		$415K Sell
3,781
-1,221
-24% -$135K 0.13% 75
2022
Q4 		$552K Buy
5,002
+265
+6% +$28.4K 0.19% 59
2022
Q3 		$414K Buy
4,737
+896
+23% +$81.8K 0.17% 65
2022
Q2 		$329K Buy
+3,841
New +$346K 0.13% 63

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

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

Aprio Wealth Management reduced its ExxonMobil (XOM) stake by 2.1% in Q2 2026, selling an estimated $114K and leaving 35,967 shares worth $4.92M. The position accounts for 0.24% of the portfolio, ranked #84.

Aprio Wealth Management first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.23M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Aprio Wealth Management held 35,967 shares of ExxonMobil worth $4.92M as of Q2 2026.
  • Aprio Wealth Management sold 765 ExxonMobil shares in Q2 2026, an estimated $114K.
  • ExxonMobil made up 0.24% of Aprio Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Aprio Wealth Management first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
  • Aprio Wealth Management's ExxonMobil position peaked at $6.23M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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