FWI
XOM icon

Facet Wealth Inc’s ExxonMobil XOM Stock Holding History

Facet Wealth Inc’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 		$2.77M Buy
20,289
+4,700
+30% +$703K 0.04% 78
2026
Q1 		$2.64M Buy
15,589
+2,071
+15% +$302K 0.05% 68
2025
Q4 		$1.86M Buy
13,518
+5,669
+72% +$658K 0.03% 74
2025
Q3 		$885K Buy
7,849
+1,598
+26% +$178K 0.02% 88
2025
Q2 		$698K Buy
6,251
+2,162
+53% +$231K 0.02% 85
2025
Q1 		$422K Sell
4,089
-885
-18% -$97.9K 0.01% 91
2024
Q4 		$542K Buy
4,974
+495
+11% +$57.9K 0.01% 86
2024
Q3 		$515K Buy
4,479
+136
+3% +$15.7K 0.01% 88
2024
Q2 		$513K Buy
4,343
+672
+18% +$78.3K 0.02% 81
2024
Q1 		$429K Sell
3,671
-107
-3% -$11.2K 0.01% 76
2023
Q4 		$386K Buy
3,778
+973
+35% +$102K 0.01% 77
2023
Q3 		$297K Buy
2,805
+53
+2% +$5.81K 0.01% 76
2023
Q2 		$290K Sell
2,752
-1,816
-40% -$198K 0.01% 73
2023
Q1 		$501K Buy
4,568
+373
+9% +$41.3K 0.03% 50
2022
Q4 		$500K Buy
4,195
+96
+2% +$10.3K 0.03% 44
2022
Q3 		$466K Buy
+4,099
New +$374K 0.04% 43

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

Facet Wealth Inc's XOM Position: Q2 2026 in Review

Facet Wealth Inc increased its ExxonMobil (XOM) stake by 30% in Q2 2026, buying an estimated $703K and bringing the position to 20,289 shares worth $2.77M. The position accounts for 0.04% of the portfolio, ranked #78.

Facet Wealth Inc first reported a position in XOM in Q3 2022 and has held it in 16 quarters since. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Facet Wealth Inc held 20,289 shares of ExxonMobil worth $2.77M as of Q2 2026.
  • Facet Wealth Inc bought 4,700 ExxonMobil shares in Q2 2026, an estimated $703K.
  • ExxonMobil made up 0.04% of Facet Wealth Inc's portfolio in Q2 2026, its #78 holding.
  • Facet Wealth Inc first reported a position in ExxonMobil in Q3 2022 and has held it in 16 quarters since.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.