EWA
XOM icon

EverSource Wealth Advisors’s ExxonMobil XOM Stock Holding History

EverSource Wealth Advisors’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 		$5.51M Sell
40,280
-20,647
-34% -$3.09M 0.19% 106
2026
Q1 		$10.3M Buy
60,927
+11,400
+23% +$1.66M 0.32% 66
2025
Q4 		$5.96M Buy
49,527
+10,813
+28% +$1.25M 0.22% 91
2025
Q3 		$4.36M Sell
38,714
-492
-1% -$54.7K 0.17% 112
2025
Q2 		$4.23M Buy
39,206
+3,023
+8% +$323K 0.19% 105
2025
Q1 		$4.3M Buy
36,183
+4,462
+14% +$493K 0.24% 92
2024
Q4 		$3.41M Buy
31,721
+1,115
+4% +$130K 0.19% 108
2024
Q3 		$3.59M Buy
30,606
+1,146
+4% +$132K 0.23% 94
2024
Q2 		$3.49M Buy
29,460
+4,487
+18% +$523K 0.23% 93
2024
Q1 		$2.95M Buy
24,973
+12,723
+104% +$1.33M 0.23% 95
2023
Q4 		$1.22M Sell
12,250
-376
-3% -$39.5K 0.11% 151
2023
Q3 		$1.48M Sell
12,626
-95
-0.7% -$10.4K 0.16% 128
2023
Q2 		$1.36M Buy
12,721
+268
+2% +$29.2K 0.15% 128
2023
Q1 		$1.37M Sell
12,453
-624
-5% -$69K 0.17% 113
2022
Q4 		$1.44M Buy
13,077
+2,956
+29% +$317K 0.22% 92
2022
Q3 		$885K Sell
10,121
-1,305
-11% -$119K 0.2% 94
2022
Q2 		$978K Buy
11,426
+1,008
+10% +$90.9K 0.25% 74
2022
Q1 		$861K Buy
10,418
+765
+8% +$59.5K 0.22% 86
2021
Q4 		$590K Buy
+9,653
New +$603K 0.17% 106

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

EverSource Wealth Advisors's XOM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its ExxonMobil (XOM) stake by 34% in Q2 2026, selling an estimated $3.09M and leaving 40,280 shares worth $5.51M. The position accounts for 0.19% of the portfolio, ranked #106.

EverSource Wealth Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.3M in Q1 2026. 2,062 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • EverSource Wealth Advisors held 40,280 shares of ExxonMobil worth $5.51M as of Q2 2026.
  • EverSource Wealth Advisors sold 20,647 ExxonMobil shares in Q2 2026, an estimated $3.09M.
  • ExxonMobil made up 0.19% of EverSource Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • EverSource Wealth Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's ExxonMobil position peaked at $10.3M in Q1 2026.
  • 2,062 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.