Curated Wealth Partners’s ExxonMobil XOM Stock Holding History

Curated 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	$406K	Buy	133,913 +130,397	+3,709%	+$19.5M	0.05%	332
2026 Q1	$597K	Buy	3,516 +256	+8%	+$37.4K	0.08%	105
2025 Q4	$392K	Buy	3,260 +1,256	+63%	+$146K	0.04%	134
2025 Q3	$226K	Sell	2,004 -670	-25%	-$74.5K	0.03%	143
2025 Q2	$288K	Sell	2,674 -408	-13%	-$43.6K	0.03%	128
2025 Q1	$367K	Buy	+3,082	New	+$341K	0.05%	111

Other funds holding XOM

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

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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Curated Wealth Partners increased its ExxonMobil (XOM) stake by 3,709% in Q2 2026, buying an estimated $19.5M and bringing the position to 133,913 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #332.

Curated Wealth Partners first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $597K in Q1 2026. 1,673 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Curated Wealth Partners held 133,913 shares of ExxonMobil worth $406K as of Q2 2026.
Curated Wealth Partners bought 130,397 ExxonMobil shares in Q2 2026, an estimated $19.5M.
ExxonMobil made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #332 holding.
Curated Wealth Partners first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
Curated Wealth Partners's ExxonMobil position peaked at $597K in Q1 2026.
1,673 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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