Barnes Dennig Private Wealth Management’s ExxonMobil XOM Stock Holding History

Barnes Dennig Private 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	$65.9K	Buy	482 +78	+19%	+$11.7K	0.05%	145
2026 Q1	$68.5K	Hold	404	–	–	0.07%	132
2025 Q4	$48.6K	Hold	404	–	–	0.05%	147
2025 Q3	$45.6K	Sell	404 -1,055	-72%	-$117K	0.05%	146
2025 Q2	$157K	Buy	1,459 +686	+89%	+$73.3K	0.19%	70
2025 Q1	$91.9K	Buy	+773	New	+$85.5K	0.14%	55

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

Barnes Dennig Private Wealth Management's XOM Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its ExxonMobil (XOM) stake by 19% in Q2 2026, buying an estimated $11.7K and bringing the position to 482 shares worth $65.9K. The position accounts for 0.05% of the portfolio, ranked #145.

Barnes Dennig Private Wealth Management first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $157K in Q2 2025. 2,015 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Barnes Dennig Private Wealth Management held 482 shares of ExxonMobil worth $65.9K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 78 ExxonMobil shares in Q2 2026, an estimated $11.7K.
ExxonMobil made up 0.05% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #145 holding.
Barnes Dennig Private Wealth Management first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
Barnes Dennig Private Wealth Management's ExxonMobil position peaked at $157K in Q2 2025.
2,015 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.