Diversify Wealth Management’s ExxonMobil XOM Stock Holding History

Diversify Wealth Management’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	$16.5M	Buy	106,449 +6,109	+6%	+$914K	0.28%	73
2026 Q1	$15.5M	Buy	100,340 +53,353	+114%	+$7.79M	0.28%	69
2025 Q4	$5.95M	Buy	46,987 +216	+0.5%	+$25.1K	0.28%	98
2025 Q3	$5.32M	Buy	46,771 +2,794	+6%	+$311K	0.31%	91
2025 Q2	$4.67M	Buy	43,977 +5,353	+14%	+$572K	0.29%	99
2025 Q1	$4.19M	Buy	38,624 +7,246	+23%	+$801K	0.31%	91
2024 Q4	$3.34M	Buy	31,378 +11,125	+55%	+$1.3M	0.26%	108
2024 Q3	$2.44M	Buy	20,253 +5,285	+35%	+$610K	0.23%	110
2024 Q2	$1.72M	Buy	+14,968	New	+$1.74M	0.21%	108

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

Diversify Wealth Management's XOM Position: Q2 2026 in Review

Diversify Wealth Management increased its ExxonMobil (XOM) stake by 6.1% in Q2 2026, buying an estimated $914K and bringing the position to 106,449 shares worth $16.5M. The position accounts for 0.28% of the portfolio, ranked #73.

Diversify Wealth Management first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Diversify Wealth Management held 106,449 shares of ExxonMobil worth $16.5M as of Q2 2026.
Diversify Wealth Management bought 6,109 ExxonMobil shares in Q2 2026, an estimated $914K.
ExxonMobil made up 0.28% of Diversify Wealth Management's portfolio in Q2 2026, its #73 holding.
Diversify Wealth Management first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.