Barnes Wealth Management Group’s ExxonMobil XOM Stock Holding History

Barnes Wealth Management Group’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	$629K	Sell	4,600 -168	-4%	-$25.1K	0.29%	89
2026 Q1	$809K	Sell	4,768 -41	-0.9%	-$5.98K	0.41%	65
2025 Q4	$579K	Buy	4,809 +1,530	+47%	+$177K	0.31%	77
2025 Q3	$370K	Sell	3,279 -414	-11%	-$46K	0.2%	107
2025 Q2	$398K	Sell	3,693 -192	-5%	-$20.5K	0.24%	94
2025 Q1	$462K	Buy	3,885 +410	+12%	+$45.3K	0.3%	79
2024 Q4	$374K	Buy	+3,475	New	+$406K	0.25%	89

Other funds holding XOM

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

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

Barnes Wealth Management Group reduced its ExxonMobil (XOM) stake by 3.5% in Q2 2026, selling an estimated $25.1K and leaving 4,600 shares worth $629K. The position accounts for 0.29% of the portfolio, ranked #89.

Barnes Wealth Management Group first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $809K in Q1 2026. 1,790 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Barnes Wealth Management Group held 4,600 shares of ExxonMobil worth $629K as of Q2 2026.
Barnes Wealth Management Group sold 168 ExxonMobil shares in Q2 2026, an estimated $25.1K.
ExxonMobil made up 0.29% of Barnes Wealth Management Group's portfolio in Q2 2026, its #89 holding.
Barnes Wealth Management Group first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's ExxonMobil position peaked at $809K in Q1 2026.
1,790 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.