Elevation Wealth Partners’s ExxonMobil XOM Stock Holding History

Elevation Wealth Partners’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	-2,344	Closed	-$398K	–	1362
2026 Q1	$398K	Buy	2,344 +56	+2%	+$8.17K	0.14%	83
2025 Q4	$275K	Sell	2,288 -25	-1%	-$2.9K	0.1%	102
2025 Q3	$261K	Buy	2,313 +238	+11%	+$26.5K	0.09%	103
2025 Q2	$224K	Hold	2,075	–	–	0.09%	107
2025 Q1	$247K	Hold	2,075	–	–	0.11%	97
2024 Q4	$223K	Hold	2,075	–	–	0.09%	109
2024 Q3	$243K	Buy	2,075 +1	+0%	+$115	0.1%	103
2024 Q2	$239K	Hold	2,074	–	–	0.11%	98
2024 Q1	$241K	Hold	2,074	–	–	0.12%	100
2023 Q4	$244K	Buy	2,074 +970	+88%	+$102K	0.15%	88
2023 Q3	$130K	Hold	1,104	–	–	0.11%	78
2023 Q2	$118K	Hold	1,104	–	–	0.1%	85
2023 Q1	$121K	Buy	+1,104	New	+$122K	0.11%	87

Other funds holding XOM

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Elevation Wealth Partners's XOM Position: Q2 2026 in Review

Elevation Wealth Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 2,344 shares — an estimated $398K sold.

Elevation Wealth Partners first reported a position in XOM in Q1 2023 and held it in 13 quarters. The position peaked at $398K in Q1 2026. 1,797 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Elevation Wealth Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Elevation Wealth Partners sold 2,344 ExxonMobil shares in Q2 2026, an estimated $398K.
Elevation Wealth Partners first reported a position in ExxonMobil in Q1 2023 and held it in 13 quarters.
Elevation Wealth Partners's ExxonMobil position peaked at $398K in Q1 2026.
1,797 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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