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Commonwealth Financial Services’s ExxonMobil XOM Stock Holding History

Commonwealth Financial Services’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 		$2.78M Sell
20,335
-650
-3% -$97.3K 0.37% 58
2026
Q1 		$3.56M Buy
20,985
+982
+5% +$143K 0.56% 36
2025
Q4 		$2.41M Buy
20,003
+2,163
+12% +$251K 0.4% 46
2025
Q3 		$2.01M Sell
17,840
-752
-4% -$83.6K 0.34% 55
2025
Q2 		$2M Sell
18,592
-190
-1% -$20.3K 0.39% 52
2025
Q1 		$2.23M Buy
18,782
+259
+1% +$28.6K 0.46% 46
2024
Q4 		$1.99M Buy
18,523
+803
+5% +$93.9K 0.39% 51
2024
Q3 		$2.13M Buy
17,720
+384
+2% +$44.3K 0.42% 47
2024
Q2 		$1.94M Buy
17,336
+809
+5% +$94.2K 0.4% 44
2024
Q1 		$1.65M Hold
16,527
– – 0.39% 44
2023
Q4 		$1.65M Sell
16,527
-446
-3% -$46.9K 0.39% 44
2023
Q3 		$2M Buy
+16,973
New +$1.86M 0.59% 41
2017
Q1 		$154K Sell
1,871
-956
-34% -$79.9K 0.17% 62
2016
Q4 		$243K Sell
2,827
-1,661
-37% -$145K 0.24% 47
2016
Q3 		$392K Buy
4,488
+601
+15% +$53.3K 0.37% 32
2016
Q2 		$364K Buy
3,887
+597
+18% +$52.8K 0.43% 26
2016
Q1 		$275K Sell
3,290
-1,225
-27% -$98.1K 0.41% 25
2015
Q4 		$352K Buy
4,515
+3,946
+693% +$315K 1.2% 27
2015
Q3 		$42K Sell
569
-229
-29% -$17.6K 0.05% 82
2015
Q2 		$66K Hold
798
– – 0.07% 82
2015
Q1 		$68K Hold
798
– – 0.06% 84
2014
Q4 		$74K Buy
+798
New +$74.4K 0.07% 79

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

Commonwealth Financial Services's XOM Position: Q2 2026 in Review

Commonwealth Financial Services reduced its ExxonMobil (XOM) stake by 3.1% in Q2 2026, selling an estimated $97.3K and leaving 20,335 shares worth $2.78M. The position accounts for 0.37% of the portfolio, ranked #58.

Commonwealth Financial Services first reported a position in XOM in Q4 2014 and has held it in 22 quarters since. The position peaked at $3.56M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Commonwealth Financial Services held 20,335 shares of ExxonMobil worth $2.78M as of Q2 2026.
  • Commonwealth Financial Services sold 650 ExxonMobil shares in Q2 2026, an estimated $97.3K.
  • ExxonMobil made up 0.37% of Commonwealth Financial Services's portfolio in Q2 2026, its #58 holding.
  • Commonwealth Financial Services first reported a position in ExxonMobil in Q4 2014 and has held it in 22 quarters since.
  • Commonwealth Financial Services's ExxonMobil position peaked at $3.56M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.