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DWR Wealth Management’s ExxonMobil XOM Stock Holding History

DWR 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 		$874K Buy
6,421
+34
+0.5% +$5.09K 0.65% 22
2026
Q1 		$1.1M Buy
6,387
+10
+0.2% +$1.46K 0.95% 20
2025
Q4 		$772K Buy
+6,377
New +$740K 0.72% 23

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
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
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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

DWR Wealth Management increased its ExxonMobil (XOM) stake by 0.53% in Q2 2026, buying an estimated $5.09K and bringing the position to 6,421 shares worth $874K. The position accounts for 0.65% of the portfolio, ranked #22.

DWR Wealth Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q1 2026. 1,373 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • DWR Wealth Management held 6,421 shares of ExxonMobil worth $874K as of Q2 2026.
  • DWR Wealth Management bought 34 ExxonMobil shares in Q2 2026, an estimated $5.09K.
  • ExxonMobil made up 0.65% of DWR Wealth Management's portfolio in Q2 2026, its #22 holding.
  • DWR Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • DWR Wealth Management's ExxonMobil position peaked at $1.1M in Q1 2026.
  • 1,373 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.