EnRich Financial Partners’s ExxonMobil XOM Stock Holding History

EnRich Financial 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	$252K	Sell	1,842 -51	-3%	-$7.63K	0.06%	60
2026 Q1	$321K	Hold	1,893	–	–	0.09%	51
2025 Q4	$228K	Hold	1,893	–	–	0.06%	59
2025 Q3	$213K	Hold	1,893	–	–	0.06%	61
2025 Q2	$204K	Sell	1,893 -372	-16%	-$39.8K	0.06%	58
2025 Q1	$269K	Hold	2,265	–	–	0.09%	47
2024 Q4	$244K	Hold	2,265	–	–	0.08%	51
2024 Q3	$266K	Hold	2,265	–	–	0.09%	49
2024 Q2	$261K	Hold	2,265	–	–	0.1%	48
2024 Q1	$263K	Hold	2,265	–	–	0.1%	43
2023 Q4	$226K	Buy	+2,265	New	+$238K	0.09%	48

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

EnRich Financial Partners's XOM Position: Q2 2026 in Review

EnRich Financial Partners reduced its ExxonMobil (XOM) stake by 2.7% in Q2 2026, selling an estimated $7.63K and leaving 1,842 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #60.

EnRich Financial Partners first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $321K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

EnRich Financial Partners held 1,842 shares of ExxonMobil worth $252K as of Q2 2026.
EnRich Financial Partners sold 51 ExxonMobil shares in Q2 2026, an estimated $7.63K.
ExxonMobil made up 0.06% of EnRich Financial Partners's portfolio in Q2 2026, its #60 holding.
EnRich Financial Partners first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
EnRich Financial Partners's ExxonMobil position peaked at $321K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.