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CWC Advisors’s ExxonMobil XOM Stock Holding History

CWC 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 		$851K Sell
6,227
-167
-3% -$25K 0.38% 66
2026
Q1 		$1.08M Buy
6,394
+62
+1% +$9.05K 0.52% 52
2025
Q4 		$762K Buy
6,332
+18
+0.3% +$2.09K 0.37% 64
2025
Q3 		$712K Buy
6,314
+106
+2% +$11.8K 0.35% 66
2025
Q2 		$669K Buy
6,208
+409
+7% +$43.7K 0.35% 67
2025
Q1 		$690K Buy
5,799
+3,656
+171% +$404K 0.39% 59
2024
Q4 		$231K Buy
2,143
+3
+0.1% +$351 0.23% 107
2024
Q3 		$251K Buy
+2,140
New +$247K 0.25% 100

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

CWC Advisors's XOM Position: Q2 2026 in Review

CWC Advisors reduced its ExxonMobil (XOM) stake by 2.6% in Q2 2026, selling an estimated $25K and leaving 6,227 shares worth $851K. The position accounts for 0.38% of the portfolio, ranked #66.

CWC Advisors first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • CWC Advisors held 6,227 shares of ExxonMobil worth $851K as of Q2 2026.
  • CWC Advisors sold 167 ExxonMobil shares in Q2 2026, an estimated $25K.
  • ExxonMobil made up 0.38% of CWC Advisors's portfolio in Q2 2026, its #66 holding.
  • CWC Advisors first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's ExxonMobil position peaked at $1.08M in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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