Evergreen Private Wealth’s ExxonMobil XOM Stock Holding History

Evergreen Private 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	$105K	Hold	770	–	–	0.04%	88
2026 Q1	$131K	Buy	+770	New	+$112K	0.05%	81
2025 Q4	–	Sell	-770	Closed	-$86.8K	–	234
2025 Q3	$86.8K	Hold	770	–	–	0.04%	95
2025 Q2	$83K	Buy	770 +120	+18%	+$12.8K	0.03%	97
2025 Q1	$77.3K	Hold	650	–	–	0.04%	103
2024 Q4	$69.9K	Hold	650	–	–	0.03%	107
2024 Q3	$76.2K	Hold	650	–	–	0.04%	105
2024 Q2	$74.8K	Buy	650 +348	+115%	+$40.5K	0.04%	105
2024 Q1	$35.1K	Buy	302 +2	+0.7%	+$209	0.02%	129
2023 Q4	$30K	Buy	+300	New	+$31.5K	0.02%	128

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

Evergreen Private Wealth's XOM Position: Q2 2026 in Review

Evergreen Private Wealth held its ExxonMobil (XOM) position steady in Q2 2026 at 770 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #88.

Evergreen Private Wealth first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $131K in Q1 2026. 1,894 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Evergreen Private Wealth held 770 shares of ExxonMobil worth $105K as of Q2 2026.
Evergreen Private Wealth left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.04% of Evergreen Private Wealth's portfolio in Q2 2026, its #88 holding.
Evergreen Private Wealth first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
Evergreen Private Wealth's ExxonMobil position peaked at $131K in Q1 2026.
1,894 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.