BetterWealth’s ExxonMobil XOM Stock Holding History

BetterWealth’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	$347K	Hold	2,537	–	–	0.06%	60
2026 Q1	$430K	Buy	2,537 +385	+18%	+$56.2K	0.08%	49
2025 Q4	$259K	Sell	2,152 -42	-2%	-$4.87K	0.06%	55
2025 Q3	$247K	Buy	2,194 +43	+2%	+$4.78K	0.06%	59
2025 Q2	$232K	Hold	2,151	–	–	0.06%	58
2025 Q1	$256K	Buy	2,151 +24	+1%	+$2.65K	0.07%	51
2024 Q4	$229K	Buy	2,127 +65	+3%	+$7.6K	0.06%	63
2024 Q3	$242K	Buy	2,062 +5	+0.2%	+$577	0.07%	56
2024 Q2	$237K	Buy	2,057 +6	+0.3%	+$699	0.08%	54
2024 Q1	$238K	Buy	2,051 +5	+0.2%	+$523	0.08%	57
2023 Q4	$205K	Buy	2,046 +112	+6%	+$11.8K	0.07%	59
2023 Q3	$227K	Hold	1,934	–	–	0.09%	45
2023 Q2	$207K	Buy	1,934 +5	+0.3%	+$546	0.08%	43
2023 Q1	$212K	Buy	1,929 +4	+0.2%	+$442	0.09%	42
2022 Q4	$212K	Buy	+1,925	New	+$206K	0.1%	37

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

BetterWealth's XOM Position: Q2 2026 in Review

BetterWealth held its ExxonMobil (XOM) position steady in Q2 2026 at 2,537 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #60.

BetterWealth first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $430K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

BetterWealth held 2,537 shares of ExxonMobil worth $347K as of Q2 2026.
BetterWealth left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.06% of BetterWealth's portfolio in Q2 2026, its #60 holding.
BetterWealth first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
BetterWealth's ExxonMobil position peaked at $430K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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