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Elmwood Wealth Management’s ExxonMobil XOM Stock Holding History

Elmwood 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
-4,410
Closed -$748K – 203
2026
Q1 		$748K Buy
+4,410
New +$644K 0.21% 101
2023
Q4 		– Sell
-2,824
Closed -$332K – 122
2023
Q3 		$332K Buy
2,824
+10
+0.4% +$1.1K 0.16% 104
2023
Q2 		$302K Hold
2,814
– – 0.14% 105
2023
Q1 		$309K Hold
2,814
– – 0.15% 103
2022
Q4 		$310K Hold
2,814
– – 0.15% 103
2022
Q3 		$246K Hold
2,814
– – 0.12% 108
2022
Q2 		$241K Sell
2,814
-65
-2% -$5.86K 0.14% 106
2022
Q1 		$238K Buy
2,879
+165
+6% +$12.8K 0.12% 107
2021
Q4 		$166K Buy
+2,714
New +$170K 0.08% 121
2021
Q2 		$266K Buy
4,214
+1,500
+55% +$89.6K 0.14% 98
2021
Q1 		$152K Buy
+2,714
New +$142K 0.09% 117
2020
Q3 		$121K Hold
2,714
– – 0.1% 101
2020
Q2 		$121K Sell
2,714
-13,956
-84% -$626K 0.1% 101
2020
Q1 		$1.24M Buy
16,670
+358
+2% +$19.8K 1.19% 29
2019
Q4 		$1.14M Buy
16,312
+375
+2% +$25.9K 0.99% 41
2019
Q3 		$1.13M Buy
15,937
+1,850
+13% +$134K 1.14% 31
2019
Q2 		$1.08M Buy
14,087
+275
+2% +$21.3K 0.95% 38
2019
Q1 		$1.12M Sell
13,812
-685
-5% -$52.2K 1.03% 34
2018
Q4 		$989K Sell
14,497
-783
-5% -$61.4K 0.96% 37
2018
Q3 		$1.3M Sell
15,280
-965
-6% -$78.9K 1.08% 30
2018
Q2 		$1.34M Sell
16,245
-425
-3% -$33.9K 1.22% 28
2018
Q1 		$1.24M Buy
+16,670
New +$1.33M 1.19% 29

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Elmwood Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 4,410 shares — an estimated $748K sold.

Elmwood Wealth Management first reported a position in XOM in Q1 2018 and held it in 22 quarters. The position peaked at $1.34M in Q2 2018. 2,134 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Elmwood Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Elmwood Wealth Management sold 4,410 ExxonMobil shares in Q2 2026, an estimated $748K.
  • Elmwood Wealth Management first reported a position in ExxonMobil in Q1 2018 and held it in 22 quarters.
  • Elmwood Wealth Management's ExxonMobil position peaked at $1.34M in Q2 2018.
  • 2,134 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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