Ball & Co Wealth Management’s ExxonMobil XOM Stock Holding History

Ball & Co 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	$245K	Buy	1,795 +13	+0.7%	+$1.95K	0.17%	25
2026 Q1	$302K	Buy	1,782 +11	+0.6%	+$1.6K	0.25%	18
2025 Q4	$213K	Buy	1,771 +16	+0.9%	+$1.86K	0.14%	28
2025 Q3	$197K	Buy	1,755 +15	+0.9%	+$1.67K	0.13%	27
2025 Q2	$187K	Buy	1,740 +16	+0.9%	+$1.71K	0.2%	17
2025 Q1	$205K	Buy	1,724 +16	+0.9%	+$1.77K	0.22%	16
2024 Q4	$183K	Buy	+1,708	New	+$200K	0.15%	21

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Ball & Co Wealth Management's XOM Position: Q2 2026 in Review

Ball & Co Wealth Management increased its ExxonMobil (XOM) stake by 0.73% in Q2 2026, buying an estimated $1.95K and bringing the position to 1,795 shares worth $245K. The position accounts for 0.17% of the portfolio, ranked #25.

Ball & Co Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $302K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Ball & Co Wealth Management held 1,795 shares of ExxonMobil worth $245K as of Q2 2026.
Ball & Co Wealth Management bought 13 ExxonMobil shares in Q2 2026, an estimated $1.95K.
ExxonMobil made up 0.17% of Ball & Co Wealth Management's portfolio in Q2 2026, its #25 holding.
Ball & Co Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Ball & Co Wealth Management's ExxonMobil position peaked at $302K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.