EWS
XOM icon

Eagle Wealth Strategies’s ExxonMobil XOM Stock Holding History

Eagle 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 		$4.07M Buy
29,764
+14
+0% +$2.1K 1.55% 9
2026
Q1 		$5.05M Hold
29,750
– – 2.21% 7
2025
Q4 		$3.58M Buy
29,750
+447
+2% +$51.8K 1.67% 9
2025
Q3 		$3.3M Sell
29,303
-419
-1% -$46.6K 1.64% 10
2025
Q2 		$3.2M Buy
29,722
+2
+0% +$214 1.79% 11
2025
Q1 		$3.53M Sell
29,720
-406
-1% -$44.9K 2.17% 7
2024
Q4 		$3.24M Sell
30,126
-290
-1% -$33.9K 2.35% 5
2024
Q3 		$3.57M Sell
30,416
-154
-0.5% -$17.8K 2.6% 5
2024
Q2 		$3.52M Sell
30,570
-243
-0.8% -$28.3K 2.85% 5
2024
Q1 		$3.6M Sell
30,813
-144
-0.5% -$15.1K 2.93% 4
2023
Q4 		$3.1M Buy
+30,957
New +$3.25M 1.87% 7

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
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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

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

Eagle Wealth Strategies increased its ExxonMobil (XOM) stake by 0.05% in Q2 2026, buying an estimated $2.1K and bringing the position to 29,764 shares worth $4.07M. The position accounts for 1.55% of the portfolio, ranked #9.

Eagle Wealth Strategies first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.05M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Eagle Wealth Strategies held 29,764 shares of ExxonMobil worth $4.07M as of Q2 2026.
  • Eagle Wealth Strategies bought 14 ExxonMobil shares in Q2 2026, an estimated $2.1K.
  • ExxonMobil made up 1.55% of Eagle Wealth Strategies's portfolio in Q2 2026, its #9 holding.
  • Eagle Wealth Strategies first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Eagle Wealth Strategies's ExxonMobil position peaked at $5.05M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.