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Boyd Wealth Management’s ExxonMobil XOM Stock Holding History

Boyd 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 		$399K Buy
2,920
+27
+0.9% +$4.04K 0.15% 42
2026
Q1 		$491K Hold
2,893
– – 0.21% 37
2025
Q4 		$348K Hold
2,893
– – 0.15% 43
2025
Q3 		$326K Hold
2,893
– – 0.14% 44
2025
Q2 		$312K Hold
2,893
– – 0.14% 46
2025
Q1 		$344K Hold
2,893
– – 0.17% 38
2024
Q4 		$311K Hold
2,893
– – 0.15% 40
2024
Q3 		$339K Hold
2,893
– – 0.17% 37
2024
Q2 		$333K Hold
2,893
– – 0.18% 35
2024
Q1 		$336K Hold
2,893
– – 0.19% 37
2023
Q4 		$289K Hold
2,893
– – 0.18% 37
2023
Q3 		$340K Hold
2,893
– – 0.23% 36
2023
Q2 		$310K Hold
2,893
– – 0.19% 36
2023
Q1 		$317K Hold
2,893
– – 0.22% 37
2022
Q4 		$319K Buy
2,893
+125
+5% +$13.4K 0.23% 36
2022
Q3 		$242K Hold
2,768
– – 0.19% 38
2022
Q2 		$237K Hold
2,768
– – 0.19% 39
2022
Q1 		$229K Buy
+2,768
New +$215K 0.17% 36

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Boyd Wealth Management's XOM Position: Q2 2026 in Review

Boyd Wealth Management increased its ExxonMobil (XOM) stake by 0.93% in Q2 2026, buying an estimated $4.04K and bringing the position to 2,920 shares worth $399K. The position accounts for 0.15% of the portfolio, ranked #42.

Boyd Wealth Management first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $491K in Q1 2026. 877 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Boyd Wealth Management held 2,920 shares of ExxonMobil worth $399K as of Q2 2026.
  • Boyd Wealth Management bought 27 ExxonMobil shares in Q2 2026, an estimated $4.04K.
  • ExxonMobil made up 0.15% of Boyd Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Boyd Wealth Management first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
  • Boyd Wealth Management's ExxonMobil position peaked at $491K in Q1 2026.
  • 877 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.