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Canvas Wealth Advisors’s ExxonMobil XOM Stock Holding History

Canvas Wealth 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 		– Sell
-4,933
Closed -$837K – 271
2026
Q1 		$837K Buy
4,933
+210
+4% +$30.6K 0.14% 85
2025
Q4 		$568K Buy
4,723
+271
+6% +$31.4K 0.1% 109
2025
Q3 		$504K Sell
4,452
-161
-3% -$17.9K 0.09% 114
2025
Q2 		$514K Sell
4,613
-33
-0.7% -$3.53K 0.1% 111
2025
Q1 		$503K Buy
4,646
+182
+4% +$20.1K 0.13% 102
2024
Q4 		$480K Buy
4,464
+173
+4% +$20.2K 0.12% 99
2024
Q3 		$503K Buy
4,291
+1,367
+47% +$158K 0.14% 89
2024
Q2 		$346K Buy
2,924
+454
+18% +$52.9K 0.11% 102
2024
Q1 		$293K Sell
2,470
-71
-3% -$7.43K 0.1% 102
2023
Q4 		$254K Sell
2,541
-104
-4% -$10.9K 0.09% 112
2023
Q3 		$294K Buy
2,645
+102
+4% +$11.2K 0.12% 95
2023
Q2 		$268K Sell
2,543
-336
-12% -$36.7K 0.1% 114
2023
Q1 		$336K Sell
2,879
-214
-7% -$23.7K 0.14% 98
2022
Q4 		$342K Buy
3,093
+645
+26% +$69.1K 0.14% 105
2022
Q3 		$262K Buy
+2,448
New +$223K 0.11% 103

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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

Canvas Wealth Advisors's XOM Position: Q2 2026 in Review

Canvas Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 4,933 shares — an estimated $837K sold.

Canvas Wealth Advisors first reported a position in XOM in Q3 2022 and held it in 15 quarters. The position peaked at $837K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Canvas Wealth Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Canvas Wealth Advisors sold 4,933 ExxonMobil shares in Q2 2026, an estimated $837K.
  • Canvas Wealth Advisors first reported a position in ExxonMobil in Q3 2022 and held it in 15 quarters.
  • Canvas Wealth Advisors's ExxonMobil position peaked at $837K in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.