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Equity Wealth Partners’s ExxonMobil XOM Stock Holding History

Equity 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 		$487K Hold
3,563
– – 0.18% 65
2026
Q1 		$604K Buy
3,563
+24
+0.7% +$3.5K 0.39% 47
2025
Q4 		$426K Buy
3,539
+29
+0.8% +$3.36K 0.28% 51
2025
Q3 		$396K Buy
+3,510
New +$390K 0.32% 57

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

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

Equity Wealth Partners held its ExxonMobil (XOM) position steady in Q2 2026 at 3,563 shares worth $487K. The position accounts for 0.18% of the portfolio, ranked #65.

Equity Wealth Partners first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $604K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Equity Wealth Partners held 3,563 shares of ExxonMobil worth $487K as of Q2 2026.
  • Equity Wealth Partners left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.18% of Equity Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Equity Wealth Partners first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
  • Equity Wealth Partners's ExxonMobil position peaked at $604K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.