Caliber Wealth Management (Kansas)’s ExxonMobil XOM Stock Holding History

Caliber Wealth Management (Kansas)’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	$1.77M	Sell	12,925 -330	-2%	-$49.4K	0.17%	107
2026 Q1	$2.25M	Sell	13,255 -575	-4%	-$83.9K	0.25%	79
2025 Q4	$1.66M	Buy	13,830 +818	+6%	+$94.9K	0.18%	105
2025 Q3	$1.47M	Sell	13,012 -7,521	-37%	-$836K	0.16%	115
2025 Q2	$2.21M	Buy	20,533 +1,690	+9%	+$181K	0.24%	89
2025 Q1	$2.24M	Buy	+18,843	New	+$2.08M	0.31%	85

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

Caliber Wealth Management (Kansas)'s XOM Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its ExxonMobil (XOM) stake by 2.5% in Q2 2026, selling an estimated $49.4K and leaving 12,925 shares worth $1.77M. The position accounts for 0.17% of the portfolio, ranked #107.

Caliber Wealth Management (Kansas) first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.25M in Q1 2026. 1,816 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Caliber Wealth Management (Kansas) held 12,925 shares of ExxonMobil worth $1.77M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 330 ExxonMobil shares in Q2 2026, an estimated $49.4K.
ExxonMobil made up 0.17% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #107 holding.
Caliber Wealth Management (Kansas) first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s ExxonMobil position peaked at $2.25M in Q1 2026.
1,816 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.