CWP
XOM icon

Cyndeo Wealth Partners’s ExxonMobil XOM Stock Holding History

Cyndeo 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 		$20.9M Buy
153,038
+1,189
+0.8% +$178K 0.99% 20
2026
Q1 		$25.8M Buy
151,849
+72,594
+92% +$10.6M 1.36% 10
2025
Q4 		$9.54M Buy
79,255
+1,819
+2% +$211K 0.51% 55
2025
Q3 		$8.73M Buy
77,436
+2,949
+4% +$328K 0.49% 55
2025
Q2 		$8.03M Buy
74,487
+3,607
+5% +$386K 0.48% 61
2025
Q1 		$8.43M Sell
70,880
-21,316
-23% -$2.36M 0.55% 48
2024
Q4 		$9.92M Buy
92,196
+303
+0.3% +$35.4K 0.67% 37
2024
Q3 		$10.8M Buy
91,893
+2,255
+3% +$260K 0.75% 29
2024
Q2 		$10.3M Buy
89,638
+5,049
+6% +$588K 0.81% 29
2024
Q1 		$9.83M Sell
84,589
-3,625
-4% -$379K 0.82% 26
2023
Q4 		$8.82M Sell
88,214
-16,253
-16% -$1.71M 0.82% 25
2023
Q3 		$12.3M Sell
104,467
-3,615
-3% -$397K 1.28% 17
2023
Q2 		$11.6M Buy
108,082
+83,025
+331% +$9.06M 1.21% 18
2023
Q1 		$2.75M Buy
25,057
+8,119
+48% +$898K 0.3% 103
2022
Q4 		$1.87M Buy
+16,938
New +$1.81M 0.22% 128

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

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

Cyndeo Wealth Partners increased its ExxonMobil (XOM) stake by 0.78% in Q2 2026, buying an estimated $178K and bringing the position to 153,038 shares worth $20.9M. The position accounts for 0.99% of the portfolio, ranked #20.

Cyndeo Wealth Partners first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.8M in Q1 2026. 2,015 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cyndeo Wealth Partners held 153,038 shares of ExxonMobil worth $20.9M as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,189 ExxonMobil shares in Q2 2026, an estimated $178K.
  • ExxonMobil made up 0.99% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Cyndeo Wealth Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's ExxonMobil position peaked at $25.8M in Q1 2026.
  • 2,015 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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