Crux Wealth Advisors’s ExxonMobil XOM Stock Holding History

Crux Wealth Advisors’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	$1.96M	Sell	14,369 -236	-2%	-$35.3K	0.68%	43
2026 Q1	$2.48M	Buy	14,605 +80	+0.6%	+$11.7K	0.95%	32
2025 Q4	$1.75M	Sell	14,525 -95	-0.6%	-$11K	0.65%	45
2025 Q3	$1.65M	Buy	14,620 +532	+4%	+$59.1K	0.65%	44
2025 Q2	$1.52M	Buy	14,088 +2,581	+22%	+$276K	0.65%	46
2025 Q1	$1.37M	Buy	11,507 +2,309	+25%	+$255K	0.71%	39
2024 Q4	$989K	Buy	+9,198	New	+$1.08M	0.55%	61

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Crux Wealth Advisors's XOM Position: Q2 2026 in Review

Crux Wealth Advisors reduced its ExxonMobil (XOM) stake by 1.6% in Q2 2026, selling an estimated $35.3K and leaving 14,369 shares worth $1.96M. The position accounts for 0.68% of the portfolio, ranked #43.

Crux Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Crux Wealth Advisors held 14,369 shares of ExxonMobil worth $1.96M as of Q2 2026.
Crux Wealth Advisors sold 236 ExxonMobil shares in Q2 2026, an estimated $35.3K.
ExxonMobil made up 0.68% of Crux Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Crux Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's ExxonMobil position peaked at $2.48M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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