Barlow Wealth Partners’s ExxonMobil XOM Stock Holding History

Barlow Wealth Partners’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	$2.77M	Buy	19,597 +2	+0%	+$299	0.3%	38
2026 Q1	$2.87M	Sell	19,595 -52	-0.3%	-$7.59K	0.32%	37
2025 Q4	$2.45M	Sell	19,647 -153	-0.8%	-$17.7K	0.26%	39
2025 Q3	$2.27M	Sell	19,800 -756	-4%	-$84K	0.25%	40
2025 Q2	$2.28M	Sell	20,556 -96,113	-82%	-$10.3M	0.27%	43
2025 Q1	$12.7M	Buy	116,669 +96,573	+481%	+$10.7M	1.66%	27
2024 Q4	$2.24M	Sell	20,096 -54	-0.3%	-$6.32K	0.28%	44
2024 Q3	$2.53M	Sell	20,150 -82	-0.4%	-$9.47K	0.33%	44
2024 Q2	$2.33M	Buy	20,232 +3	+0%	+$349	0.32%	45
2024 Q1	$2.43M	Buy	20,229 +3	+0%	+$314	0.33%	51
2023 Q4	$2.02M	Buy	+20,226	New	+$2.13M	0.29%	51

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

Barlow Wealth Partners's XOM Position: Q2 2026 in Review

Barlow Wealth Partners increased its ExxonMobil (XOM) stake by 0.01% in Q2 2026, buying an estimated $299 and bringing the position to 19,597 shares worth $2.77M. The position accounts for 0.3% of the portfolio, ranked #38.

Barlow Wealth Partners first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.7M in Q1 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Barlow Wealth Partners held 19,597 shares of ExxonMobil worth $2.77M as of Q2 2026.
Barlow Wealth Partners bought 2 ExxonMobil shares in Q2 2026, an estimated $299.
ExxonMobil made up 0.3% of Barlow Wealth Partners's portfolio in Q2 2026, its #38 holding.
Barlow Wealth Partners first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's ExxonMobil position peaked at $12.7M in Q1 2025.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.