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Balance Wealth’s ExxonMobil XOM Stock Holding History

Balance Wealth’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 		$359K Buy
2,624
+109
+4% +$16.3K 0.1% 117
2026
Q1 		$427K Buy
2,515
+206
+9% +$30.1K 0.13% 100
2025
Q4 		$278K Buy
2,309
+339
+17% +$39.3K 0.09% 122
2025
Q3 		$222K Buy
+1,970
New +$219K 0.05% 126

Other funds holding XOM

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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

Balance Wealth's XOM Position: Q2 2026 in Review

Balance Wealth increased its ExxonMobil (XOM) stake by 4.3% in Q2 2026, buying an estimated $16.3K and bringing the position to 2,624 shares worth $359K. The position accounts for 0.1% of the portfolio, ranked #117.

Balance Wealth first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $427K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Balance Wealth held 2,624 shares of ExxonMobil worth $359K as of Q2 2026.
  • Balance Wealth bought 109 ExxonMobil shares in Q2 2026, an estimated $16.3K.
  • ExxonMobil made up 0.1% of Balance Wealth's portfolio in Q2 2026, its #117 holding.
  • Balance Wealth first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
  • Balance Wealth's ExxonMobil position peaked at $427K in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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