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CMH Wealth Management’s ExxonMobil XOM Stock Holding History

CMH 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 		– Sell
-21,593
Closed -$3.66M – 121
2026
Q1 		$3.66M Buy
+21,593
New +$3.15M 0.63% 48
2023
Q4 		– Sell
-3,902
Closed -$459K – 46
2023
Q3 		$459K Buy
+3,902
New +$428K 0.13% 43

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

CMH Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 21,593 shares — an estimated $3.66M sold.

CMH Wealth Management first reported a position in XOM in Q3 2023 and held it in 2 quarters. The position peaked at $3.66M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • CMH Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • CMH Wealth Management sold 21,593 ExxonMobil shares in Q2 2026, an estimated $3.66M.
  • CMH Wealth Management first reported a position in ExxonMobil in Q3 2023 and held it in 2 quarters.
  • CMH Wealth Management's ExxonMobil position peaked at $3.66M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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