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Clarus Wealth Advisors’s ExxonMobil XOM Stock Holding History

Clarus 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
-1,535
Closed -$252K – 96
2026
Q1 		$252K Sell
1,535
-384
-20% -$56K 0.11% 81
2025
Q4 		$243K Buy
1,919
+5
+0.3% +$580 0.1% 81
2025
Q3 		$217K Buy
1,914
+4
+0.2% +$445 0.1% 83
2025
Q2 		$218K Buy
1,910
+5
+0.3% +$534 0.1% 84
2025
Q1 		$202K Sell
1,905
-52
-3% -$5.75K 0.11% 86
2024
Q4 		$214K Buy
1,957
+39
+2% +$4.56K 0.11% 115
2024
Q3 		$240K Sell
1,918
-333
-15% -$38.5K 0.12% 111
2024
Q2 		$252K Buy
2,251
+66
+3% +$7.69K 0.13% 108
2024
Q1 		$267K Buy
2,185
+4
+0.2% +$419 0.15% 103
2023
Q4 		$211K Buy
+2,181
New +$229K 0.12% 113
2023
Q2 		$454K Buy
4,400
+124
+3% +$13.5K 0.28% 79
2023
Q1 		$492K Sell
4,276
-151
-3% -$16.7K 0.31% 68
2022
Q4 		$487K Sell
4,427
-153
-3% -$16.4K 0.32% 64
2022
Q3 		$453K Buy
4,580
+729
+19% +$66.6K 0.32% 59
2022
Q2 		$330K Buy
+3,851
New +$347K 0.23% 77
2020
Q2 		– Sell
-11,772
Closed -$462K – 148
2020
Q1 		$462K Sell
11,772
-659
-5% -$36.4K 0.46% 65
2019
Q4 		$867K Sell
12,431
-505
-4% -$34.9K 0.57% 41
2019
Q3 		$913K Buy
12,936
+4,411
+52% +$319K 0.67% 30
2019
Q2 		$653K Buy
8,525
+2,785
+49% +$216K 0.47% 31
2019
Q1 		$464K Buy
5,740
+414
+8% +$31.6K 0.35% 40
2018
Q4 		$363K Sell
5,326
-1,488
-22% -$117K 0.57% 29
2018
Q3 		$579K Buy
6,814
+1,051
+18% +$85.9K 0.38% 30
2018
Q2 		$430K Hold
5,763
– – 0.33% 32
2018
Q1 		$430K Buy
5,763
+280
+5% +$22.4K 0.4% 32
2017
Q4 		$459K Buy
+5,483
New +$453K 0.44% 31

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Clarus Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,535 shares — an estimated $252K sold.

Clarus Wealth Advisors first reported a position in XOM in Q4 2017 and held it in 25 quarters. The position peaked at $913K in Q3 2019. 2,045 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Clarus Wealth Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,535 ExxonMobil shares in Q2 2026, an estimated $252K.
  • Clarus Wealth Advisors first reported a position in ExxonMobil in Q4 2017 and held it in 25 quarters.
  • Clarus Wealth Advisors's ExxonMobil position peaked at $913K in Q3 2019.
  • 2,045 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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