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Concord Wealth Partners’s ExxonMobil XOM Stock Holding History

Concord Wealth Partners’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 		$4.89M Buy
35,786
+914
+3% +$137K 0.56% 40
2026
Q1 		$5.92M Sell
34,872
-3,145
-8% -$459K 0.77% 32
2025
Q4 		$4.57M Buy
38,017
+610
+2% +$70.8K 0.59% 34
2025
Q3 		$4.22M Buy
37,407
+484
+1% +$53.8K 0.58% 36
2025
Q2 		$3.98M Sell
36,923
-2,274
-6% -$243K 0.58% 34
2025
Q1 		$4.66M Sell
39,197
-6,968
-15% -$771K 0.77% 31
2024
Q4 		$4.97M Buy
46,165
+4,667
+11% +$546K 0.81% 27
2024
Q3 		$4.86M Buy
41,498
+2,159
+5% +$249K 0.81% 33
2024
Q2 		$4.53M Buy
39,339
+1,416
+4% +$165K 0.8% 30
2024
Q1 		$4.41M Buy
37,923
+5,649
+18% +$591K 0.79% 31
2023
Q4 		$3.23M Buy
32,274
+8,297
+35% +$872K 0.65% 36
2023
Q3 		$2.82M Sell
23,977
-4,258
-15% -$467K 0.6% 31
2023
Q2 		$3.03M Buy
28,235
+10,817
+62% +$1.18M 0.65% 31
2023
Q1 		$1.91M Buy
17,418
+10,320
+145% +$1.14M 0.54% 31
2022
Q4 		$783K Sell
7,098
-2,282
-24% -$245K 0.24% 60
2022
Q3 		$819K Sell
9,380
-178
-2% -$16.3K 0.26% 57
2022
Q2 		$819K Sell
9,558
-113
-1% -$10.2K 0.22% 63
2022
Q1 		$799K Sell
9,671
-482
-5% -$37.5K 0.21% 69
2021
Q4 		$621K Buy
10,153
+4,975
+96% +$311K 0.15% 82
2021
Q3 		$305K Sell
5,178
-1,926
-27% -$110K 0.12% 59
2021
Q2 		$448K Sell
7,104
-815
-10% -$48.7K 0.13% 72
2021
Q1 		$442K Sell
7,919
-610
-7% -$32K 0.15% 67
2020
Q4 		$352K Buy
+8,529
New +$320K 0.27% 48

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

Concord Wealth Partners's XOM Position: Q2 2026 in Review

Concord Wealth Partners increased its ExxonMobil (XOM) stake by 2.6% in Q2 2026, buying an estimated $137K and bringing the position to 35,786 shares worth $4.89M. The position accounts for 0.56% of the portfolio, ranked #40.

Concord Wealth Partners first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.92M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Concord Wealth Partners held 35,786 shares of ExxonMobil worth $4.89M as of Q2 2026.
  • Concord Wealth Partners bought 914 ExxonMobil shares in Q2 2026, an estimated $137K.
  • ExxonMobil made up 0.56% of Concord Wealth Partners's portfolio in Q2 2026, its #40 holding.
  • Concord Wealth Partners first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's ExxonMobil position peaked at $5.92M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.