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Buttonwood Financial Advisors’s ExxonMobil XOM Stock Holding History

Buttonwood Financial Advisors’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 		$3.74M Sell
27,322
-921
-3% -$138K 1.14% 24
2026
Q1 		$4.79M Sell
28,243
-2,331
-8% -$340K 1.6% 16
2025
Q4 		$3.68M Sell
30,574
-543
-2% -$63K 1.23% 21
2025
Q3 		$3.51M Buy
31,117
+2,780
+10% +$309K 1.21% 22
2025
Q2 		$3.05M Buy
28,337
+876
+3% +$93.6K 1.23% 21
2025
Q1 		$3.27M Sell
27,461
-40
-0.1% -$4.42K 1.44% 20
2024
Q4 		$2.96M Sell
27,501
-506
-2% -$59.2K 1.3% 23
2024
Q3 		$3.28M Sell
28,007
-347
-1% -$40.1K 1.43% 21
2024
Q2 		$3.26M Buy
28,354
+178
+0.6% +$20.7K 1.54% 20
2024
Q1 		$3.28M Buy
28,176
+3,254
+13% +$340K 1.54% 19
2023
Q4 		$2.49M Buy
24,922
+244
+1% +$25.6K 1.36% 22
2023
Q3 		$2.9M Buy
24,678
+312
+1% +$34.2K 1.84% 14
2023
Q2 		$2.61M Buy
24,366
+191
+0.8% +$20.8K 1.64% 15
2023
Q1 		$2.65M Sell
24,175
-38
-0.2% -$4.2K 2.06% 12
2022
Q4 		$2.67M Sell
24,213
-44
-0.2% -$4.71K 2.25% 10
2022
Q3 		$2.47M Buy
24,257
+586
+2% +$53.5K 2.23% 8
2022
Q2 		$2.03M Buy
23,671
+1,739
+8% +$157K 1.83% 13
2022
Q1 		$1.81M Sell
21,932
-130
-0.6% -$10.1K 1.63% 20
2021
Q4 		$1.35M Buy
+22,062
New +$1.38M 1.32% 26

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
Robeco Institutional Asset Management
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Buttonwood Financial Advisors's XOM Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its ExxonMobil (XOM) stake by 3.3% in Q2 2026, selling an estimated $138K and leaving 27,322 shares worth $3.74M. The position accounts for 1.14% of the portfolio, ranked #24.

Buttonwood Financial Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.79M in Q1 2026. 1,139 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Buttonwood Financial Advisors held 27,322 shares of ExxonMobil worth $3.74M as of Q2 2026.
  • Buttonwood Financial Advisors sold 921 ExxonMobil shares in Q2 2026, an estimated $138K.
  • ExxonMobil made up 1.14% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Buttonwood Financial Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's ExxonMobil position peaked at $4.79M in Q1 2026.
  • 1,139 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.