Atlantic Edge Private Wealth Management’s ExxonMobil XOM Stock Holding History

Atlantic Edge Private 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	$201K	Sell	1,473 -45	-3%	-$6.74K	0.04%	138
2026 Q1	$258K	Buy	1,518 +35	+2%	+$5.11K	0.06%	121
2025 Q4	$178K	Hold	1,483	–	–	0.04%	137
2025 Q3	$167K	Sell	1,483 -159	-10%	-$17.7K	0.04%	142
2025 Q2	$177K	Sell	1,642 -100	-6%	-$10.7K	0.05%	137
2025 Q1	$207K	Sell	1,742 -100	-5%	-$11.1K	0.06%	124
2024 Q4	$198K	Hold	1,842	–	–	0.06%	127
2024 Q3	$216K	Buy	1,842 +34	+2%	+$3.93K	0.07%	129
2024 Q2	$208K	Sell	1,808 -225	-11%	-$26.2K	0.07%	121
2024 Q1	$236K	Sell	2,033 -400	-16%	-$41.9K	0.08%	118
2023 Q4	$243K	Buy	+2,433	New	+$256K	0.1%	113

Other funds holding XOM

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Atlantic Edge Private Wealth Management's XOM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its ExxonMobil (XOM) stake by 3% in Q2 2026, selling an estimated $6.74K and leaving 1,473 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #138.

Atlantic Edge Private Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $258K in Q1 2026. 1,822 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,473 shares of ExxonMobil worth $201K as of Q2 2026.
Atlantic Edge Private Wealth Management sold 45 ExxonMobil shares in Q2 2026, an estimated $6.74K.
ExxonMobil made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #138 holding.
Atlantic Edge Private Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's ExxonMobil position peaked at $258K in Q1 2026.
1,822 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.