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Connecticut Wealth Management’s ExxonMobil XOM Stock Holding History

Connecticut 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 		$3.16M Buy
23,117
+393
+2% +$58.8K 0.12% 82
2026
Q1 		$3.86M Buy
22,724
+1,736
+8% +$253K 0.16% 66
2025
Q4 		$2.53M Buy
20,988
+4,654
+28% +$540K 0.11% 87
2025
Q3 		$1.84M Buy
16,334
+1,240
+8% +$138K 0.08% 104
2025
Q2 		$1.63M Sell
15,094
-291
-2% -$31.1K 0.08% 111
2025
Q1 		$1.83M Sell
15,385
-355
-2% -$39.3K 0.1% 103
2024
Q4 		$1.69M Buy
15,740
+25
+0.2% +$2.92K 0.08% 91
2024
Q3 		$1.84M Buy
15,715
+1,003
+7% +$116K 0.09% 106
2024
Q2 		$1.69M Buy
14,712
+5,019
+52% +$585K 0.09% 108
2024
Q1 		$1.13M Sell
9,693
-1,515
-14% -$159K 0.06% 135
2023
Q4 		$1.12M Buy
11,208
+279
+3% +$29.3K 0.06% 135
2023
Q3 		$1.29M Buy
10,929
+1,945
+22% +$213K 0.09% 99
2023
Q2 		$964K Hold
8,984
– – 0.07% 103
2023
Q1 		$985K Buy
8,984
+362
+4% +$40K 0.07% 95
2022
Q4 		$951K Sell
8,622
-1,605
-16% -$172K 0.08% 85
2022
Q3 		$893K Sell
10,227
-2,826
-22% -$258K 0.08% 83
2022
Q2 		$1.12M Buy
13,053
+1,192
+10% +$108K 0.1% 80
2022
Q1 		$980K Buy
11,861
+652
+6% +$50.7K 0.07% 88
2021
Q4 		$686K Sell
11,209
-2,374
-17% -$148K 0.05% 104
2021
Q3 		$799K Buy
13,583
+854
+7% +$48.7K 0.07% 89
2021
Q2 		$803K Sell
12,729
-7,460
-37% -$445K 0.07% 90
2021
Q1 		$1.13M Sell
20,189
-115
-0.6% -$6.03K 0.1% 62
2020
Q4 		$837K Sell
20,304
-6,611
-25% -$248K 0.09% 88
2020
Q3 		$924K Buy
26,915
+6,848
+34% +$280K 0.1% 86
2020
Q2 		$897K Buy
20,067
+2,390
+14% +$107K 0.11% 65
2020
Q1 		$671K Sell
17,677
-5,348
-23% -$295K 0.1% 80
2019
Q4 		$1.61M Buy
23,025
+254
+1% +$17.6K 0.18% 62
2019
Q3 		$1.61M Buy
22,771
+2,392
+12% +$173K 0.2% 60
2019
Q2 		$1.56M Buy
20,379
+9,379
+85% +$726K 0.19% 61
2019
Q1 		$889K Sell
11,000
-563
-5% -$42.9K 0.3% 32
2018
Q4 		$788K Sell
11,563
-203
-2% -$15.9K 0.34% 31
2018
Q3 		$1.01M Buy
11,766
+120
+1% +$9.81K 0.45% 25
2018
Q2 		$952K Sell
11,646
-2,254
-16% -$180K 0.46% 23
2018
Q1 		$1.02M Buy
13,900
+1,784
+15% +$143K 0.58% 21
2017
Q4 		$1.06M Buy
12,116
+135
+1% +$11.2K 0.57% 22
2017
Q3 		$983K Buy
11,981
+2,629
+28% +$209K 0.58% 24
2017
Q2 		$750K Sell
9,352
-446
-5% -$36.5K 0.46% 28
2017
Q1 		$809K Buy
9,798
+550
+6% +$45.9K 0.49% 27
2016
Q4 		$803K Sell
9,248
-2,478
-21% -$217K 0.51% 23
2016
Q3 		$1.01M Buy
+11,726
New +$1.04M 0.73% 17

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

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

Connecticut Wealth Management increased its ExxonMobil (XOM) stake by 1.7% in Q2 2026, buying an estimated $58.8K and bringing the position to 23,117 shares worth $3.16M. The position accounts for 0.12% of the portfolio, ranked #82.

Connecticut Wealth Management first reported a position in XOM in Q3 2016 and has held it in 40 quarters since. The position peaked at $3.86M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Connecticut Wealth Management held 23,117 shares of ExxonMobil worth $3.16M as of Q2 2026.
  • Connecticut Wealth Management bought 393 ExxonMobil shares in Q2 2026, an estimated $58.8K.
  • ExxonMobil made up 0.12% of Connecticut Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Connecticut Wealth Management first reported a position in ExxonMobil in Q3 2016 and has held it in 40 quarters since.
  • Connecticut Wealth Management's ExxonMobil position peaked at $3.86M in Q1 2026.
  • 2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.