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Discipline Wealth Solutions’s ExxonMobil XOM Stock Holding History

Discipline Wealth Solutions’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 		$367K Buy
2,686
+62
+2% +$9.28K 0.03% 149
2026
Q1 		$445K Buy
2,624
+130
+5% +$19K 0.05% 120
2025
Q4 		$300K Buy
+2,494
New +$289K 0.06% 138

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

Discipline Wealth Solutions's XOM Position: Q2 2026 in Review

Discipline Wealth Solutions increased its ExxonMobil (XOM) stake by 2.4% in Q2 2026, buying an estimated $9.28K and bringing the position to 2,686 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #149.

Discipline Wealth Solutions first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $445K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Discipline Wealth Solutions held 2,686 shares of ExxonMobil worth $367K as of Q2 2026.
  • Discipline Wealth Solutions bought 62 ExxonMobil shares in Q2 2026, an estimated $9.28K.
  • ExxonMobil made up 0.03% of Discipline Wealth Solutions's portfolio in Q2 2026, its #149 holding.
  • Discipline Wealth Solutions first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's ExxonMobil position peaked at $445K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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