EW
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Enzi Wealth’s ExxonMobil XOM Stock Holding History

Enzi Wealth’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 		$10.7M Sell
73,480
-62,572
-46% -$9.36M 3.38% 9
2026
Q1 		$23.1M Sell
136,052
-727
-0.5% -$106K 8.01% 4
2025
Q4 		$17.8M Sell
136,779
-969
-0.7% -$112K 6.28% 4
2025
Q3 		$15.2M Sell
137,748
-139
-0.1% -$15.5K 5.36% 5
2025
Q2 		$15.9M Buy
137,887
+60
+0% +$6.41K 5.83% 5
2025
Q1 		$15M Sell
137,827
-198
-0.1% -$21.9K 6.06% 5
2024
Q4 		$15.1M Sell
138,025
-957
-0.7% -$112K 5.76% 5
2024
Q3 		$17.2M Sell
138,982
-3,584
-3% -$414K 6.74% 5
2024
Q2 		$16.2M Buy
142,566
+115
+0.1% +$13.4K 7.12% 5
2024
Q1 		$17M Sell
142,451
-9
-0% -$942 8% 4
2023
Q4 		$14.4M Hold
142,460
– – 6.94% 5
2023
Q3 		$15.7M Sell
142,460
-26
-0% -$2.85K 8.3% 3
2023
Q2 		$14.9M Sell
142,486
-544
-0.4% -$59.4K 7.58% 5
2023
Q1 		$16.4M Sell
143,030
-628
-0.4% -$69.5K 8.42% 4
2022
Q4 		$16.3M Sell
143,658
-7,464
-5% -$800K 7.81% 4
2022
Q3 		$17.2M Buy
+151,122
New +$13.8M 8.44% 3

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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

Enzi Wealth's XOM Position: Q2 2026 in Review

Enzi Wealth reduced its ExxonMobil (XOM) stake by 46% in Q2 2026, selling an estimated $9.36M and leaving 73,480 shares worth $10.7M. The position accounts for 3.38% of the portfolio, ranked #9.

Enzi Wealth first reported a position in XOM in Q3 2022 and has held it in 16 quarters since. The position peaked at $23.1M in Q1 2026. 927 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Enzi Wealth held 73,480 shares of ExxonMobil worth $10.7M as of Q2 2026.
  • Enzi Wealth sold 62,572 ExxonMobil shares in Q2 2026, an estimated $9.36M.
  • ExxonMobil made up 3.38% of Enzi Wealth's portfolio in Q2 2026, its #9 holding.
  • Enzi Wealth first reported a position in ExxonMobil in Q3 2022 and has held it in 16 quarters since.
  • Enzi Wealth's ExxonMobil position peaked at $23.1M in Q1 2026.
  • 927 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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