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Financial Synergies Wealth Advisors’s ExxonMobil XOM Stock Holding History

Financial Synergies 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 		$6.6M Sell
48,273
-3,982
-8% -$596K 0.56% 27
2026
Q1 		$8.87M Sell
52,255
-196
-0.4% -$28.6K 0.85% 18
2025
Q4 		$6.31M Buy
52,451
+1,781
+4% +$207K 0.61% 22
2025
Q3 		$5.71M Buy
50,670
+114
+0.2% +$12.7K 0.58% 23
2025
Q2 		$5.45M Buy
50,556
+2,730
+6% +$292K 0.59% 22
2025
Q1 		$5.69M Buy
47,826
+1,554
+3% +$172K 0.69% 21
2024
Q4 		$4.98M Sell
46,272
-191
-0.4% -$22.3K 0.62% 22
2024
Q3 		$5.45M Buy
46,463
+477
+1% +$55.1K 0.68% 21
2024
Q2 		$5.29M Buy
45,986
+7
+0% +$815 0.71% 20
2024
Q1 		$5.34M Buy
45,979
+23,744
+107% +$2.48M 0.7% 21
2023
Q4 		$2.45M Sell
22,235
-23,684
-52% -$2.49M 0.38% 28
2023
Q3 		$5.4M Buy
45,919
+6,037
+15% +$662K 0.78% 19
2023
Q2 		$4.28M Sell
39,882
-236
-0.6% -$25.8K 0.6% 24
2023
Q1 		$4.4M Buy
40,118
+17,883
+80% +$1.98M 0.65% 22
2022
Q4 		$2.45M Buy
22,235
+21,499
+2,921% +$2.3M 0.38% 28
2022
Q3 		$64.3K Buy
736
+103
+16% +$9.4K 0.01% 91
2022
Q2 		$54.2K Sell
633
-7,337
-92% -$662K 0.01% 99
2022
Q1 		$658K Buy
7,970
+209
+3% +$16.2K 0.1% 41
2021
Q4 		$475K Sell
7,761
-232
-3% -$14.5K 0.07% 50
2021
Q3 		$470K Buy
7,993
+2
+0% +$114 0.06% 46
2021
Q2 		$504K Sell
7,991
-274
-3% -$16.4K 0.07% 45
2021
Q1 		$461K Buy
8,265
+1,007
+14% +$52.8K 0.07% 42
2020
Q4 		$299K Sell
7,258
-181
-2% -$6.79K 0.05% 48
2020
Q3 		$255K Buy
7,439
+19
+0.3% +$777 0.07% 56
2020
Q2 		$332K Sell
7,420
-597
-7% -$26.8K 0.11% 42
2020
Q1 		$304K Buy
8,017
+278
+4% +$15.3K 0.17% 26
2019
Q4 		$540K Sell
7,739
-498
-6% -$34.4K 0.24% 21
2019
Q3 		$582K Buy
8,237
+43
+0.5% +$3.11K 0.28% 19
2019
Q2 		$628K Buy
8,194
+332
+4% +$25.7K 0.32% 19
2019
Q1 		$635K Buy
+7,862
New +$599K 0.34% 19

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

Financial Synergies Wealth Advisors's XOM Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its ExxonMobil (XOM) stake by 7.6% in Q2 2026, selling an estimated $596K and leaving 48,273 shares worth $6.6M. The position accounts for 0.56% of the portfolio, ranked #27.

Financial Synergies Wealth Advisors first reported a position in XOM in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.87M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Financial Synergies Wealth Advisors held 48,273 shares of ExxonMobil worth $6.6M as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 3,982 ExxonMobil shares in Q2 2026, an estimated $596K.
  • ExxonMobil made up 0.56% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Financial Synergies Wealth Advisors first reported a position in ExxonMobil in Q1 2019 and has held it in 30 quarters since.
  • Financial Synergies Wealth Advisors's ExxonMobil position peaked at $8.87M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.