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Cypress Wealth Services’s ExxonMobil XOM Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-15,980
Closed -$549K – 527
2020
Q3 		$549K Buy
+15,980
New +$653K 0.14% 125

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cypress Wealth Services's XOM Position: Q2 2026 in Review

Cypress Wealth Services reduced its ExxonMobil (XOM) stake by 3.1% in Q2 2026, selling an estimated $90.5K and leaving 18,911 shares worth $2.59M. The position accounts for 0.32% of the portfolio, ranked #68.

Cypress Wealth Services first reported a position in XOM in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.73M in Q3 2018. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cypress Wealth Services held 18,911 shares of ExxonMobil worth $2.59M as of Q2 2026.
  • Cypress Wealth Services sold 605 ExxonMobil shares in Q2 2026, an estimated $90.5K.
  • ExxonMobil made up 0.32% of Cypress Wealth Services's portfolio in Q2 2026, its #68 holding.
  • Cypress Wealth Services first reported a position in ExxonMobil in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's ExxonMobil position peaked at $5.73M in Q3 2018.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.