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Crown Wealth Group’s ExxonMobil XOM Stock Holding History

Crown Wealth Group’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 		$852K Buy
6,231
+435
+8% +$65.1K 0.22% 56
2026
Q1 		$983K Buy
5,796
+65
+1% +$9.49K 0.29% 50
2025
Q4 		$690K Sell
5,731
-268
-4% -$31.1K 0.19% 58
2025
Q3 		$676K Buy
5,999
+354
+6% +$39.4K 0.2% 56
2025
Q2 		$609K Buy
5,645
+62
+1% +$6.63K 0.23% 52
2025
Q1 		$664K Buy
5,583
+295
+6% +$32.6K 0.34% 41
2024
Q4 		$569K Sell
5,288
-869
-14% -$102K 0.23% 55
2024
Q3 		$722K Sell
6,157
-38
-0.6% -$4.39K 0.31% 49
2024
Q2 		$713K Buy
6,195
+722
+13% +$84.1K 0.36% 42
2024
Q1 		$636K Buy
5,473
+320
+6% +$33.5K 0.33% 42
2023
Q4 		$515K Buy
5,153
+999
+24% +$105K 0.31% 43
2023
Q3 		$488K Buy
4,154
+97
+2% +$10.6K 0.37% 36
2023
Q2 		$435K Buy
4,057
+597
+17% +$65.1K 0.34% 36
2023
Q1 		$379K Sell
3,460
-622
-15% -$68.8K 0.32% 41
2022
Q4 		$450K Buy
4,082
+243
+6% +$26K 0.42% 31
2022
Q3 		$335K Sell
3,839
-844
-18% -$77.1K 0.34% 40
2022
Q2 		$401K Buy
4,683
+140
+3% +$12.6K 0.36% 41
2022
Q1 		$375K Buy
+4,543
New +$353K 0.26% 59

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

Crown Wealth Group's XOM Position: Q2 2026 in Review

Crown Wealth Group increased its ExxonMobil (XOM) stake by 7.5% in Q2 2026, buying an estimated $65.1K and bringing the position to 6,231 shares worth $852K. The position accounts for 0.22% of the portfolio, ranked #56.

Crown Wealth Group first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $983K in Q1 2026. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Crown Wealth Group held 6,231 shares of ExxonMobil worth $852K as of Q2 2026.
  • Crown Wealth Group bought 435 ExxonMobil shares in Q2 2026, an estimated $65.1K.
  • ExxonMobil made up 0.22% of Crown Wealth Group's portfolio in Q2 2026, its #56 holding.
  • Crown Wealth Group first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
  • Crown Wealth Group's ExxonMobil position peaked at $983K in Q1 2026.
  • 2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.