Empirical Wealth Management’s ExxonMobil XOM Stock Holding History

Empirical 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	–	Hold	0	–	–	–	943
2026 Q1	–	Hold	0	–	–	–	785
2019 Q1	–	Sell	-5,000	Closed	-$341K	–	245
2018 Q4	$341K	Hold	5,000	–	–	0.06%	152
2018 Q3	$425K	Buy	+5,000	New	+$409K	0.08%	132

Other funds holding XOM

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

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

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

Empirical Wealth Management increased its ExxonMobil (XOM) stake by 0.65% in Q2 2026, buying an estimated $94.6K and bringing the position to 97,608 shares worth $13.3M. The position accounts for 0.19% of the portfolio, ranked #90.

Empirical Wealth Management first reported a position in XOM in Q3 2014 and has held it in 48 quarters since. The position peaked at $16.5M in Q1 2026. 1,894 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Empirical Wealth Management held 97,608 shares of ExxonMobil worth $13.3M as of Q2 2026.
Empirical Wealth Management bought 632 ExxonMobil shares in Q2 2026, an estimated $94.6K.
ExxonMobil made up 0.19% of Empirical Wealth Management's portfolio in Q2 2026, its #90 holding.
Empirical Wealth Management first reported a position in ExxonMobil in Q3 2014 and has held it in 48 quarters since.
Empirical Wealth Management's ExxonMobil position peaked at $16.5M in Q1 2026.
1,894 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.