EWM
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Edge Wealth Management’s ExxonMobil XOM Stock Holding History

Edge 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
-138,533
Closed -$23.5M – 91
2026
Q1 		$23.5M Sell
138,533
-1,032
-0.7% -$151K 4.02% 10
2025
Q4 		$16.8M Sell
139,565
-812
-0.6% -$94.2K 2.96% 12
2025
Q3 		$15.8M Sell
140,377
-501
-0.4% -$55.7K 2.8% 14
2025
Q2 		$15.2M Sell
140,878
-3,753
-3% -$401K 2.93% 12
2025
Q1 		$17.2M Buy
+144,631
New +$16M 3.49% 11
2023
Q4 		– Sell
-1,789
Closed -$210K – 82
2023
Q3 		$210K Buy
+1,789
New +$196K 0.05% 67
2022
Q1 		– Sell
-2,172
Closed -$133K – 469
2021
Q4 		$133K Sell
2,172
-235
-10% -$14.7K 0.02% 114
2021
Q3 		$142K Hold
2,407
– – 0.03% 101
2021
Q2 		$152K Buy
2,407
+350
+17% +$20.9K 0.03% 103
2021
Q1 		$115K Sell
2,057
-500
-20% -$26.2K 0.02% 127
2020
Q4 		$106K Sell
2,557
-4,175
-62% -$157K 0.02% 126
2020
Q3 		$231K Buy
6,732
+2,722
+68% +$111K 0.05% 100
2020
Q2 		$179K Sell
4,010
-134,520
-97% -$6.03M 0.03% 148
2020
Q1 		$5.28M Buy
+138,530
New +$7.65M 1.15% 30
2019
Q4 		– Sell
-14,699
Closed -$1.04M – 640
2019
Q3 		$1.04M Buy
14,699
+4,226
+40% +$306K 0.24% 67
2019
Q2 		$798K Sell
10,473
-338
-3% -$26.2K 0.18% 80
2019
Q1 		$873K Sell
10,811
-1,625
-13% -$124K 0.22% 73
2018
Q4 		$848K Sell
12,436
-2,129
-15% -$167K 0.24% 64
2018
Q3 		$1.24M Sell
14,565
-199
-1% -$16.3K 0.3% 48
2018
Q2 		$1.22M Buy
14,764
+1,839
+14% +$147K 0.31% 47
2018
Q1 		$964K Sell
12,925
-99
-0.8% -$7.91K 0.26% 64
2017
Q4 		$1.09M Sell
13,024
-855
-6% -$70.7K 0.31% 52
2017
Q3 		$1.13M Sell
13,879
-46,890
-77% -$3.72M 0.34% 47
2017
Q2 		$4.92M Sell
60,769
-417
-0.7% -$34.1K 1.55% 20
2017
Q1 		$5.02M Buy
61,186
+12,380
+25% +$1.03M 1.74% 20
2016
Q4 		$4.41M Sell
48,806
-159
-0.3% -$13.9K 1.67% 19
2016
Q3 		$4.16M Buy
48,965
+3,197
+7% +$284K 1.77% 18
2016
Q2 		$4.29M Sell
45,768
-895
-2% -$79.1K 1.78% 18
2016
Q1 		$3.9M Sell
46,663
-3,074
-6% -$246K 1.77% 22
2015
Q4 		$3.89M Buy
49,737
+3,686
+8% +$295K 1.47% 26
2015
Q3 		$3.4M Buy
46,051
+14,375
+45% +$1.11M 1.28% 29
2015
Q2 		$2.64M Buy
31,676
+83
+0.3% +$7.14K 0.9% 34
2015
Q1 		$2.69M Sell
31,593
-651
-2% -$57.7K 0.9% 32
2014
Q4 		$2.99M Buy
32,244
+3,989
+14% +$372K 1.1% 24
2014
Q3 		$2.66M Buy
28,255
+299
+1% +$29.8K 1.02% 25
2014
Q2 		$2.81M Buy
27,956
+1,794
+7% +$181K 1.17% 23
2014
Q1 		$2.56M Sell
26,162
-290
-1% -$27.6K 1.07% 25
2013
Q4 		$2.68M Sell
26,452
-1,211
-4% -$112K 1.24% 24
2013
Q3 		$2.38M Buy
27,663
+604
+2% +$54.5K 1.45% 22
2013
Q2 		$2.45M Buy
+27,059
New +$2.43M 1.64% 22

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Edge Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 138,533 shares — an estimated $23.5M sold.

Edge Wealth Management first reported a position in XOM in Q2 2013 and held it in 40 quarters. The position peaked at $23.5M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Edge Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Edge Wealth Management sold 138,533 ExxonMobil shares in Q2 2026, an estimated $23.5M.
  • Edge Wealth Management first reported a position in ExxonMobil in Q2 2013 and held it in 40 quarters.
  • Edge Wealth Management's ExxonMobil position peaked at $23.5M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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