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Athena Wealth Management’s ExxonMobil XOM Stock Holding History

Athena 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 		$2.92M Buy
21,330
+1,037
+5% +$155K 2.17% 7
2026
Q1 		$3.44M Buy
20,293
+3,270
+19% +$477K 2.82% 3
2025
Q4 		$2.05M Buy
+17,023
New +$1.97M 1.99% 5

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Athena Wealth Management increased its ExxonMobil (XOM) stake by 5.1% in Q2 2026, buying an estimated $155K and bringing the position to 21,330 shares worth $2.92M. The position accounts for 2.17% of the portfolio, ranked #7.

Athena Wealth Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.44M in Q1 2026. 1,145 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Athena Wealth Management held 21,330 shares of ExxonMobil worth $2.92M as of Q2 2026.
  • Athena Wealth Management bought 1,037 ExxonMobil shares in Q2 2026, an estimated $155K.
  • ExxonMobil made up 2.17% of Athena Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Athena Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's ExxonMobil position peaked at $3.44M in Q1 2026.
  • 1,145 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.