CWM
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Cornerstone Wealth Management’s ExxonMobil XOM Stock Holding History

Cornerstone 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 		$12.3M Buy
89,611
+416
+0.5% +$62.3K 0.53% 47
2026
Q1 		$15.1M Sell
89,195
-3,380
-4% -$493K 0.76% 25
2025
Q4 		$11.1M Buy
92,575
+8,484
+10% +$984K 0.58% 40
2025
Q3 		$9.48M Buy
84,091
+2,987
+4% +$332K 0.52% 43
2025
Q2 		$8.74M Buy
81,104
+3,598
+5% +$385K 0.53% 43
2025
Q1 		$9.22M Buy
77,506
+2,518
+3% +$278K 0.62% 34
2024
Q4 		$8.07M Buy
74,988
+1,134
+2% +$133K 0.54% 40
2024
Q3 		$8.66M Buy
73,854
+11
+0% +$1.27K 0.61% 36
2024
Q2 		$8.5M Buy
73,843
+12,572
+21% +$1.46M 0.65% 32
2024
Q1 		$7.12M Buy
61,271
+802
+1% +$83.9K 0.58% 37
2023
Q4 		$6.05M Sell
60,469
-3,432
-5% -$361K 0.52% 42
2023
Q3 		$7.51M Sell
63,901
-3,970
-6% -$435K 0.71% 31
2023
Q2 		$7.28M Buy
67,871
+3,273
+5% +$357K 0.65% 34
2023
Q1 		$7.08M Buy
+64,598
New +$7.15M 0.7% 30
2022
Q3 		$6.13M Buy
70,218
+2,051
+3% +$187K 0.68% 32
2022
Q2 		$5.84M Buy
68,167
+21,579
+46% +$1.95M 0.65% 32
2022
Q1 		$3.85M Sell
46,588
-1,755
-4% -$136K 0.37% 60
2021
Q4 		$2.94M Buy
48,343
+4,995
+12% +$312K 0.28% 84
2021
Q3 		$2.55M Buy
43,348
+1,022
+2% +$58.2K 0.27% 85
2021
Q2 		$2.67M Buy
42,326
+10,599
+33% +$633K 0.28% 80
2021
Q1 		$1.77M Sell
31,727
-537
-2% -$28.2K 0.21% 108
2020
Q4 		$1.33M Sell
32,264
-2,542
-7% -$95.3K 0.17% 116
2020
Q3 		$1.2M Buy
34,806
+800
+2% +$32.7K 0.18% 114
2020
Q2 		$1.52M Buy
34,006
+1,638
+5% +$73.5K 0.25% 80
2020
Q1 		$1.23M Buy
32,368
+7,054
+28% +$389K 0.24% 84
2019
Q4 		$1.77M Sell
25,314
-2,150
-8% -$149K 0.29% 69
2019
Q3 		$1.94M Sell
27,464
-1,262
-4% -$91.3K 0.34% 59
2019
Q2 		$2.2M Buy
28,726
+2,297
+9% +$178K 0.4% 51
2019
Q1 		$2.6M Buy
26,429
+2,250
+9% +$172K 0.32% 75
2018
Q4 		$1.65M Sell
24,179
-1,714,488
-99% -$135M 0.35% 57
2018
Q3 		$21.2M Buy
1,738,667
+133,122
+8% +$10.9M 0.27% 88
2018
Q2 		$19.6M Buy
1,605,545
+1,587,718
+8,906% +$127M 0.22% 106
2018
Q1 		$1.3M Sell
17,827
-354
-2% -$28.3K 0.25% 80
2017
Q4 		$1.58M Sell
18,181
-3,014
-14% -$249K 0.3% 71
2017
Q3 		$1.74M Buy
21,195
+1,547
+8% +$123K 0.36% 50
2017
Q2 		$1.57M Buy
19,648
+907
+5% +$74.2K 0.35% 54
2017
Q1 		$1.55M Sell
18,741
-119
-0.6% -$9.94K 0.38% 50
2016
Q4 		$1.72M Sell
18,860
-126
-0.7% -$11K 0.55% 30
2016
Q3 		$1.64M Buy
+18,986
New +$1.68M 0.6% 29

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
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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Cornerstone Wealth Management increased its ExxonMobil (XOM) stake by 0.47% in Q2 2026, buying an estimated $62.3K and bringing the position to 89,611 shares worth $12.3M. The position accounts for 0.53% of the portfolio, ranked #47.

Cornerstone Wealth Management first reported a position in XOM in Q3 2016 and has held it in 39 quarters since. The position peaked at $21.2M in Q3 2018. 1,161 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cornerstone Wealth Management held 89,611 shares of ExxonMobil worth $12.3M as of Q2 2026.
  • Cornerstone Wealth Management bought 416 ExxonMobil shares in Q2 2026, an estimated $62.3K.
  • ExxonMobil made up 0.53% of Cornerstone Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Cornerstone Wealth Management first reported a position in ExxonMobil in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's ExxonMobil position peaked at $21.2M in Q3 2018.
  • 1,161 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.