Dynamic Wealth Strategies’s ExxonMobil XOM Stock Holding History

Dynamic Wealth Strategies’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	$316K	Sell	2,313 -233	-9%	-$34.9K	0.17%	61
2026 Q1	$432K	Sell	2,546 -561	-18%	-$81.9K	0.25%	47
2025 Q4	$374K	Buy	3,107 +738	+31%	+$85.6K	0.22%	54
2025 Q3	$267K	Buy	2,369 +55	+2%	+$6.11K	0.18%	58
2025 Q2	$249K	Sell	2,314 -83	-3%	-$8.87K	0.18%	54
2025 Q1	$285K	Buy	2,397 +31	+1%	+$3.43K	0.24%	50
2024 Q4	$254K	Sell	2,366 -18	-0.8%	-$2.11K	0.23%	52
2024 Q3	$280K	Buy	2,384 +20	+0.8%	+$2.31K	0.23%	50
2024 Q2	$272K	Buy	2,364 +14	+0.6%	+$1.63K	0.23%	51
2024 Q1	$273K	Sell	2,350 -425	-15%	-$44.5K	0.23%	48
2023 Q4	$277K	Buy	+2,775	New	+$292K	0.26%	46

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

Dynamic Wealth Strategies's XOM Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its ExxonMobil (XOM) stake by 9.2% in Q2 2026, selling an estimated $34.9K and leaving 2,313 shares worth $316K. The position accounts for 0.17% of the portfolio, ranked #61.

Dynamic Wealth Strategies first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $432K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Dynamic Wealth Strategies held 2,313 shares of ExxonMobil worth $316K as of Q2 2026.
Dynamic Wealth Strategies sold 233 ExxonMobil shares in Q2 2026, an estimated $34.9K.
ExxonMobil made up 0.17% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #61 holding.
Dynamic Wealth Strategies first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's ExxonMobil position peaked at $432K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.