Austin Wealth Management’s ExxonMobil XOM Stock Holding History

Austin 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	$834K	Buy	5,656 +727	+15%	+$109K	0.18%	66
2026 Q1	$805K	Sell	4,929 -5,615	-53%	-$819K	0.18%	64
2025 Q4	$1.3M	Buy	10,544 +149	+1%	+$17.3K	0.19%	68
2025 Q3	$1.19M	Buy	10,395 +3,813	+58%	+$424K	0.19%	69
2025 Q2	$735K	Sell	6,582 -547	-8%	-$58.5K	0.13%	75
2025 Q1	$774K	Buy	7,129 +274	+4%	+$30.3K	0.16%	66
2024 Q4	$770K	Buy	6,855 +182	+3%	+$21.3K	0.16%	64
2024 Q3	$818K	Sell	6,673 -41	-0.6%	-$4.73K	0.18%	64
2024 Q2	$760K	Buy	6,714 +34	+0.5%	+$3.96K	0.18%	63
2024 Q1	$771K	Buy	6,680 +1,629	+32%	+$170K	0.19%	62
2023 Q4	$524K	Sell	5,051 -654	-11%	-$68.7K	0.14%	73
2023 Q3	$597K	Buy	+5,705	New	+$626K	0.18%	63

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

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

Austin Wealth Management increased its ExxonMobil (XOM) stake by 15% in Q2 2026, buying an estimated $109K and bringing the position to 5,656 shares worth $834K. The position accounts for 0.18% of the portfolio, ranked #66.

Austin Wealth Management first reported a position in XOM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q4 2025. 2,195 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Austin Wealth Management held 5,656 shares of ExxonMobil worth $834K as of Q2 2026.
Austin Wealth Management bought 727 ExxonMobil shares in Q2 2026, an estimated $109K.
ExxonMobil made up 0.18% of Austin Wealth Management's portfolio in Q2 2026, its #66 holding.
Austin Wealth Management first reported a position in ExxonMobil in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's ExxonMobil position peaked at $1.3M in Q4 2025.
2,195 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.