Castle Wealth Management’s ExxonMobil XOM Stock Holding History

Castle 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	$435K	Sell	3,184 -73	-2%	-$10.9K	0.13%	91
2026 Q1	$553K	Sell	3,257 -34	-1%	-$4.96K	0.18%	78
2025 Q4	$396K	Buy	3,291 +101	+3%	+$11.7K	0.13%	91
2025 Q3	$360K	Sell	3,190 -1,214	-28%	-$135K	0.12%	92
2025 Q2	$475K	Sell	4,404 -2,670	-38%	-$285K	0.17%	75
2025 Q1	$841K	Sell	7,074 -394	-5%	-$43.6K	0.33%	63
2024 Q4	$803K	Buy	7,468 +572	+8%	+$66.9K	0.32%	64
2024 Q3	$808K	Buy	6,896 +52	+0.8%	+$6K	0.32%	65
2024 Q2	$788K	Buy	6,844 +304	+5%	+$35.4K	0.38%	60
2024 Q1	$760K	Hold	6,540	–	–	0.4%	61
2023 Q4	$654K	Hold	6,540	–	–	0.39%	60
2023 Q3	$769K	Hold	6,540	–	–	0.55%	46
2023 Q2	$701K	Sell	6,540 -47	-0.7%	-$5.13K	0.49%	46
2023 Q1	$722K	Hold	6,587	–	–	0.56%	44
2022 Q4	$727K	Sell	6,587 -1,231	-16%	-$132K	0.46%	46
2022 Q3	$683K	Sell	7,818 -269	-3%	-$24.6K	0.41%	42
2022 Q2	$693K	Buy	+8,087	New	+$729K	0.4%	45

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

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

Castle Wealth Management reduced its ExxonMobil (XOM) stake by 2.2% in Q2 2026, selling an estimated $10.9K and leaving 3,184 shares worth $435K. The position accounts for 0.13% of the portfolio, ranked #91.

Castle Wealth Management first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $841K in Q1 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Castle Wealth Management held 3,184 shares of ExxonMobil worth $435K as of Q2 2026.
Castle Wealth Management sold 73 ExxonMobil shares in Q2 2026, an estimated $10.9K.
ExxonMobil made up 0.13% of Castle Wealth Management's portfolio in Q2 2026, its #91 holding.
Castle Wealth Management first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
Castle Wealth Management's ExxonMobil position peaked at $841K in Q1 2025.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.