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Baker Tilly Wealth Management’s ExxonMobil XOM Stock Holding History

Baker Tilly 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 		$2.42M Buy
17,685
+1,455
+9% +$218K 0.51% 43
2026
Q1 		$2.75M Sell
16,230
-2,144
-12% -$313K 0.67% 33
2025
Q4 		$2.21M Buy
18,374
+188
+1% +$21.8K 0.54% 39
2025
Q3 		$2.05M Buy
18,186
+1,749
+11% +$194K 0.46% 45
2025
Q2 		$1.77M Buy
16,437
+2,433
+17% +$260K 0.63% 31
2025
Q1 		$1.67M Buy
14,004
+2,624
+23% +$290K 0.65% 25
2024
Q4 		$1.22M Sell
11,380
-720
-6% -$84.2K 0.48% 43
2024
Q3 		$1.42M Sell
12,100
-6,180
-34% -$714K 0.63% 26
2024
Q2 		$2.1M Sell
18,280
-1,146
-6% -$133K 0.86% 20
2024
Q1 		$2.26M Sell
19,426
-2,749
-12% -$288K 0.41% 59
2023
Q4 		$2.22M Buy
22,175
+1,262
+6% +$133K 0.36% 59
2023
Q3 		$2.46M Sell
20,913
-1,163
-5% -$128K 0.41% 53
2023
Q2 		$2.37M Buy
22,076
+86
+0.4% +$9.38K 0.25% 87
2023
Q1 		$2.41M Buy
21,990
+4,267
+24% +$472K 0.27% 80
2022
Q4 		$1.95M Buy
17,723
+4,041
+30% +$433K 0.24% 98
2022
Q3 		$1.2M Sell
13,682
-20,429
-60% -$1.87M 0.16% 131
2022
Q2 		$2.92M Sell
34,111
-3,217
-9% -$290K 0.38% 64
2022
Q1 		$3.08M Sell
37,328
-1,465
-4% -$114K 0.34% 66
2021
Q4 		$2.37M Buy
38,793
+1,798
+5% +$112K 0.25% 78
2021
Q3 		$2.18M Sell
36,995
-229
-0.6% -$13.1K 0.29% 70
2021
Q2 		$2.35M Buy
37,224
+1,287
+4% +$76.8K 0.38% 51
2021
Q1 		$2.01M Sell
35,937
-19,978
-36% -$1.05M 0.41% 59
2020
Q4 		$2.31M Buy
+55,915
New +$2.1M 0.71% 32

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

Baker Tilly Wealth Management's XOM Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its ExxonMobil (XOM) stake by 9% in Q2 2026, buying an estimated $218K and bringing the position to 17,685 shares worth $2.42M. The position accounts for 0.51% of the portfolio, ranked #43.

Baker Tilly Wealth Management first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.08M in Q1 2022. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Baker Tilly Wealth Management held 17,685 shares of ExxonMobil worth $2.42M as of Q2 2026.
  • Baker Tilly Wealth Management bought 1,455 ExxonMobil shares in Q2 2026, an estimated $218K.
  • ExxonMobil made up 0.51% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Baker Tilly Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's ExxonMobil position peaked at $3.08M in Q1 2022.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.