Dopkins Wealth Management’s ExxonMobil XOM Stock Holding History

Dopkins 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	–	Sell	-8,378	Closed	-$1.42M	–	95
2026 Q1	$1.42M	Buy	8,378 +2,730	+48%	+$398K	0.57%	35
2025 Q4	$680K	Sell	5,648 -1,100	-16%	-$128K	0.28%	49
2025 Q3	$761K	Hold	6,748	–	–	0.32%	47
2025 Q2	$727K	Sell	6,748 -2,527	-27%	-$270K	0.33%	45
2025 Q1	$1.1M	Sell	9,275 -2,710	-23%	-$300K	0.56%	35
2024 Q4	$1.29M	Buy	11,985 +4,697	+64%	+$549K	0.66%	30
2024 Q3	$854K	Sell	7,288 -1,697	-19%	-$196K	0.69%	19
2024 Q2	$1.03M	Hold	8,985	–	–	0.63%	24
2024 Q1	$1.04M	Buy	+8,985	New	+$940K	0.63%	23
2023 Q4	–	Sell	-8,983	Closed	-$1.06M	–	60
2023 Q3	$1.06M	Buy	+8,983	New	+$985K	0.8%	17

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

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

Dopkins Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 8,378 shares — an estimated $1.42M sold.

Dopkins Wealth Management first reported a position in XOM in Q3 2023 and held it in 10 quarters. The position peaked at $1.42M in Q1 2026. 2,217 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Dopkins Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Dopkins Wealth Management sold 8,378 ExxonMobil shares in Q2 2026, an estimated $1.42M.
Dopkins Wealth Management first reported a position in ExxonMobil in Q3 2023 and held it in 10 quarters.
Dopkins Wealth Management's ExxonMobil position peaked at $1.42M in Q1 2026.
2,217 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.