Carolina Wealth Advisors’s ExxonMobil XOM Stock Holding History

Carolina 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	$26.3K	Hold	192	–	–	0.01%	144
2026 Q1	$32.6K	Buy	+192	New	+$28K	0.01%	122
2021 Q2	–	Sell	-31	Closed	-$2K	–	325
2021 Q1	$2K	Buy	+31	New	+$1.63K	﹤0.01%	288
2020 Q3	–	Sell	-270	Closed	-$12K	–	234
2020 Q2	$12K	Sell	270 -140	-34%	-$6.28K	0.01%	109
2020 Q1	$16K	Buy	410 +300	+273%	+$16.6K	0.02%	96
2019 Q4	$8K	Buy	+110	New	+$7.61K	0.01%	137

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

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

Carolina Wealth Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 192 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #144.

Carolina Wealth Advisors first reported a position in XOM in Q4 2019 and has held it in 6 quarters since. The position peaked at $32.6K in Q1 2026. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Carolina Wealth Advisors held 192 shares of ExxonMobil worth $26.3K as of Q2 2026.
Carolina Wealth Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #144 holding.
Carolina Wealth Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 6 quarters since.
Carolina Wealth Advisors's ExxonMobil position peaked at $32.6K in Q1 2026.
2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.