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Core Wealth Partners’s ExxonMobil XOM Stock Holding History

Core 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 		$3.23M Sell
23,601
-2,337
-9% -$350K 1.37% 17
2026
Q1 		$4.4M Sell
25,938
-1,855
-7% -$271K 2.05% 9
2025
Q4 		$3.34M Buy
27,793
+616
+2% +$71.4K 1.51% 15
2025
Q3 		$3.06M Buy
27,177
+2,647
+11% +$294K 1.41% 16
2025
Q2 		$2.64M Buy
24,530
+4,123
+20% +$441K 1.34% 18
2025
Q1 		$2.43M Buy
20,407
+148
+0.7% +$16.4K 1.41% 18
2024
Q4 		$2.18M Buy
20,259
+3,193
+19% +$374K 1.25% 17
2024
Q3 		$2M Buy
17,066
+2,352
+16% +$272K 1.21% 18
2024
Q2 		$1.69M Buy
14,714
+3,236
+28% +$377K 1.16% 19
2024
Q1 		$1.33M Buy
11,478
+1,037
+10% +$109K 1.01% 20
2023
Q4 		$1.04M Buy
10,441
+58
+0.6% +$6.1K 0.86% 22
2023
Q3 		$1.22M Buy
10,383
+546
+6% +$59.9K 1.11% 18
2023
Q2 		$1.06M Hold
9,837
– – 0.97% 25
2023
Q1 		$1.08M Sell
9,837
-86,796
-90% -$9.6M 1.08% 23
2022
Q4 		$1.13M Buy
+96,633
New +$10.4M 1.27% 21

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Core Wealth Partners reduced its ExxonMobil (XOM) stake by 9% in Q2 2026, selling an estimated $350K and leaving 23,601 shares worth $3.23M. The position accounts for 1.37% of the portfolio, ranked #17.

Core Wealth Partners first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.4M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Core Wealth Partners held 23,601 shares of ExxonMobil worth $3.23M as of Q2 2026.
  • Core Wealth Partners sold 2,337 ExxonMobil shares in Q2 2026, an estimated $350K.
  • ExxonMobil made up 1.37% of Core Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Core Wealth Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Core Wealth Partners's ExxonMobil position peaked at $4.4M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.