Arista Wealth Management’s ExxonMobil XOM Stock Holding History

Arista 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	$5.12M	Buy	37,458 +4,312	+13%	+$645K	0.55%	29
2026 Q1	$5.62M	Buy	33,146 +227	+0.7%	+$33.1K	0.68%	25
2025 Q4	$3.96M	Sell	32,919 -416	-1%	-$48.2K	0.49%	26
2025 Q3	$3.76M	Sell	33,335 -432	-1%	-$48K	0.47%	28
2025 Q2	$3.64M	Buy	33,767 +28,741	+572%	+$3.07M	0.5%	28
2025 Q1	$598K	Buy	5,026 +24	+0.5%	+$2.65K	0.14%	35
2024 Q4	$538K	Buy	5,002 +54	+1%	+$6.32K	0.13%	41
2024 Q3	$580K	Buy	4,948 +23	+0.5%	+$2.66K	0.14%	38
2024 Q2	$567K	Buy	+4,925	New	+$574K	0.15%	34
2023 Q4	–	Sell	-2,317	Closed	-$272K	–	59
2023 Q3	$272K	Buy	2,317 +3	+0.1%	+$329	0.11%	49
2023 Q2	$248K	Sell	2,314 -8	-0.3%	-$873	0.1%	53
2023 Q1	$255K	Buy	2,322 +484	+26%	+$53.5K	0.14%	54
2022 Q4	$203K	Buy	+1,838	New	+$197K	0.13%	62

Other funds holding XOM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Arista Wealth Management increased its ExxonMobil (XOM) stake by 13% in Q2 2026, buying an estimated $645K and bringing the position to 37,458 shares worth $5.12M. The position accounts for 0.55% of the portfolio, ranked #29.

Arista Wealth Management first reported a position in XOM in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.62M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Arista Wealth Management held 37,458 shares of ExxonMobil worth $5.12M as of Q2 2026.
Arista Wealth Management bought 4,312 ExxonMobil shares in Q2 2026, an estimated $645K.
ExxonMobil made up 0.55% of Arista Wealth Management's portfolio in Q2 2026, its #29 holding.
Arista Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 13 quarters since.
Arista Wealth Management's ExxonMobil position peaked at $5.62M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.