CWS Financial Advisors’s ExxonMobil XOM Stock Holding History

CWS Financial 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	$1.36M	Buy	9,957 +272	+3%	+$40.7K	0.3%	50
2026 Q1	$1.64M	Sell	9,685 -750	-7%	-$109K	0.42%	39
2025 Q4	$1.26M	Sell	10,435 -703	-6%	-$81.5K	0.34%	44
2025 Q3	$1.26M	Buy	11,138 +28	+0.3%	+$3.11K	0.35%	43
2025 Q2	$1.2M	Sell	11,110 -1,620	-13%	-$173K	0.35%	40
2025 Q1	$1.51M	Buy	12,730 +677	+6%	+$74.9K	0.48%	30
2024 Q4	$1.3M	Buy	12,053 +79	+0.7%	+$9.24K	0.42%	32
2024 Q3	$1.4M	Sell	11,974 -13	-0.1%	-$1.5K	0.5%	26
2024 Q2	$1.38M	Buy	11,987 +454	+4%	+$52.9K	0.54%	23
2024 Q1	$1.34M	Sell	11,533 -13,024	-53%	-$1.36M	0.55%	23
2023 Q4	$2.46M	Buy	24,557 +453	+2%	+$47.6K	0.92%	15
2023 Q3	$2.83M	Buy	24,104 +1	+0%	+$110	1.14%	12
2023 Q2	$2.59M	Sell	24,103 -509	-2%	-$55.5K	0.98%	13
2023 Q1	$2.7M	Sell	24,612 -5,982	-20%	-$662K	1.07%	13
2022 Q4	$1.71M	Buy	30,594 +6,580	+27%	+$705K	0.74%	14
2022 Q3	$2.1M	Sell	24,014 -319	-1%	-$29.1K	1%	15
2022 Q2	$2.08M	Sell	24,333 -4,434	-15%	-$400K	0.95%	16
2022 Q1	$2.38M	Sell	28,767 -726	-2%	-$56.4K	0.9%	14
2021 Q4	$1.8M	Buy	+29,493	New	+$1.84M	0.64%	20
2021 Q2	$1.93M	Buy	30,631 +37	+0.1%	+$2.21K	0.77%	14
2021 Q1	$1.71M	Sell	30,594 -1,154	-4%	-$60.5K	0.74%	14
2020 Q4	$1.31M	Sell	31,748 -511	-2%	-$19.2K	0.76%	16
2020 Q3	$1.11M	Sell	32,259 -1,972	-6%	-$80.6K	0.74%	18
2020 Q2	$1.53M	Buy	34,231 +3,065	+10%	+$137K	1.1%	11
2020 Q1	$2.17M	Sell	31,166 -224	-0.7%	-$12.4K	1.61%	6
2019 Q4	$2.19M	Buy	+31,390	New	+$2.17M	1.6%	6

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

CWS Financial Advisors's XOM Position: Q2 2026 in Review

CWS Financial Advisors increased its ExxonMobil (XOM) stake by 2.8% in Q2 2026, buying an estimated $40.7K and bringing the position to 9,957 shares worth $1.36M. The position accounts for 0.3% of the portfolio, ranked #50.

CWS Financial Advisors first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.83M in Q3 2023. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

CWS Financial Advisors held 9,957 shares of ExxonMobil worth $1.36M as of Q2 2026.
CWS Financial Advisors bought 272 ExxonMobil shares in Q2 2026, an estimated $40.7K.
ExxonMobil made up 0.3% of CWS Financial Advisors's portfolio in Q2 2026, its #50 holding.
CWS Financial Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
CWS Financial Advisors's ExxonMobil position peaked at $2.83M in Q3 2023.
2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.