FWP
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FAS Wealth Partners’s ExxonMobil XOM Stock Holding History

FAS 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 		$9.8M Buy
71,701
+2,065
+3% +$309K 0.51% 46
2026
Q1 		$11.8M Buy
69,636
+5,301
+8% +$774K 0.74% 35
2025
Q4 		$7.74M Buy
64,335
+2,650
+4% +$307K 0.5% 49
2025
Q3 		$6.96M Buy
61,685
+1,045
+2% +$116K 0.47% 49
2025
Q2 		$6.54M Buy
60,640
+2,073
+4% +$222K 0.48% 45
2025
Q1 		$6.97M Buy
58,567
+2,295
+4% +$254K 0.57% 42
2024
Q4 		$6.05M Buy
56,272
+7,499
+15% +$877K 0.51% 47
2024
Q3 		$5.72M Buy
48,773
+953
+2% +$110K 0.45% 48
2024
Q2 		$5.51M Buy
47,820
+19,410
+68% +$2.26M 0.48% 45
2024
Q1 		$3.3M Buy
28,410
+60
+0.2% +$6.28K 0.29% 77
2023
Q4 		$2.83M Buy
28,350
+425
+2% +$44.7K 0.27% 85
2023
Q3 		$3.28M Sell
27,925
-1,420
-5% -$156K 0.35% 60
2023
Q2 		$3.15M Buy
29,345
+445
+2% +$48.6K 0.4% 58
2023
Q1 		$3.17M Sell
28,900
-40
-0.1% -$4.42K 0.34% 62
2022
Q4 		$3.19M Buy
28,940
+235
+0.8% +$25.2K 0.36% 62
2022
Q3 		$2.51M Buy
28,705
+435
+2% +$39.7K 0.28% 60
2022
Q2 		$2.42M Buy
28,270
+303
+1% +$27.3K 0.25% 66
2022
Q1 		$2.31M Sell
27,967
-1,227
-4% -$95.4K 0.22% 73
2021
Q4 		$1.79M Buy
29,194
+240
+0.8% +$15K 0.16% 88
2021
Q3 		$1.7M Sell
28,954
-1,959
-6% -$112K 0.16% 87
2021
Q2 		$1.95M Buy
30,913
+322
+1% +$19.2K 0.18% 81
2021
Q1 		$1.71M Buy
30,591
+2,283
+8% +$120K 0.18% 85
2020
Q4 		$1.17M Buy
28,308
+1,221
+5% +$45.8K 0.13% 103
2020
Q3 		$930K Sell
27,087
-1,743
-6% -$71.3K 0.13% 117
2020
Q2 		$1.29M Buy
28,830
+60
+0.2% +$2.69K 0.19% 88
2020
Q1 		$1.09M Buy
28,770
+5,419
+23% +$299K 0.19% 89
2019
Q4 		$1.63M Sell
23,351
-3,037
-12% -$210K 0.27% 68
2019
Q3 		$1.86M Buy
26,388
+3,439
+15% +$249K 0.34% 59
2019
Q2 		$1.76M Buy
22,949
+2,199
+11% +$170K 0.33% 61
2019
Q1 		$1.68M Sell
20,750
-247
-1% -$18.8K 0.33% 62
2018
Q4 		$1.43M Sell
20,997
-447
-2% -$35.1K 0.33% 63
2018
Q3 		$1.82M Sell
21,444
-932
-4% -$76.2K 0.41% 50
2018
Q2 		$1.85M Buy
22,376
+225
+1% +$17.9K 0.5% 43
2018
Q1 		$1.65M Sell
22,151
-1,809
-8% -$145K 0.48% 46
2017
Q4 		$2M Buy
23,960
+633
+3% +$52.4K 0.53% 41
2017
Q3 		$1.91M Buy
+23,327
New +$1.85M 0.53% 38
2017
Q2 		– Sell
-23,410
Closed -$1.92M – 169
2017
Q1 		$1.92M Sell
23,410
-1,595
-6% -$133K 0.59% 32
2016
Q4 		$2.26M Sell
25,005
-587
-2% -$51.3K 0.67% 22
2016
Q3 		$2.23M Buy
25,592
+558
+2% +$49.5K 0.73% 21
2016
Q2 		$2.35M Buy
25,034
+920
+4% +$81.3K 0.87% 14
2016
Q1 		$2.02M Sell
24,114
-1,837
-7% -$147K 1.04% 11
2015
Q4 		$2.02M Sell
25,951
-195
-0.7% -$15.6K 1.01% 12
2015
Q3 		$1.94M Sell
26,146
-34
-0.1% -$2.62K 1.12% 9
2015
Q2 		$2.18M Sell
26,180
-4,365
-14% -$375K 1.09% 12
2015
Q1 		$2.6M Buy
30,545
+2,357
+8% +$209K 1.33% 9
2014
Q4 		$2.61M Buy
28,188
+2,241
+9% +$209K 1.38% 9
2014
Q3 		$2.44M Sell
25,947
-1,649
-6% -$164K 1.4% 9
2014
Q2 		$2.78M Sell
27,596
-2,832
-9% -$286K 1.6% 9
2014
Q1 		$2.97M Buy
30,428
+1,683
+6% +$160K 2.02% 5
2013
Q4 		$2.91M Buy
+28,745
New +$2.66M 1.73% 5

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

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

FAS Wealth Partners increased its ExxonMobil (XOM) stake by 3% in Q2 2026, buying an estimated $309K and bringing the position to 71,701 shares worth $9.8M. The position accounts for 0.51% of the portfolio, ranked #46.

FAS Wealth Partners first reported a position in XOM in Q4 2013 and has held it in 50 quarters since. The position peaked at $11.8M in Q1 2026. 2,090 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • FAS Wealth Partners held 71,701 shares of ExxonMobil worth $9.8M as of Q2 2026.
  • FAS Wealth Partners bought 2,065 ExxonMobil shares in Q2 2026, an estimated $309K.
  • ExxonMobil made up 0.51% of FAS Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • FAS Wealth Partners first reported a position in ExxonMobil in Q4 2013 and has held it in 50 quarters since.
  • FAS Wealth Partners's ExxonMobil position peaked at $11.8M in Q1 2026.
  • 2,090 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.