Flywheel Private Wealth’s ExxonMobil XOM Stock Holding History

Flywheel 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	$334K	Sell	2,445 -125	-5%	-$18.7K	0.16%	67
2026 Q1	$436K	Hold	2,570	–	–	0.25%	53
2025 Q4	$309K	Hold	2,570	–	–	0.19%	56
2025 Q3	$290K	Hold	2,570	–	–	0.23%	61
2025 Q2	$277K	Hold	2,570	–	–	0.22%	63
2025 Q1	$306K	Hold	2,570	–	–	0.28%	59
2024 Q4	$276K	Buy	+2,570	New	+$301K	0.25%	65

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

Flywheel Private Wealth reduced its ExxonMobil (XOM) stake by 4.9% in Q2 2026, selling an estimated $18.7K and leaving 2,445 shares worth $334K. The position accounts for 0.16% of the portfolio, ranked #67.

Flywheel Private Wealth first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $436K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Flywheel Private Wealth held 2,445 shares of ExxonMobil worth $334K as of Q2 2026.
Flywheel Private Wealth sold 125 ExxonMobil shares in Q2 2026, an estimated $18.7K.
ExxonMobil made up 0.16% of Flywheel Private Wealth's portfolio in Q2 2026, its #67 holding.
Flywheel Private Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Flywheel Private Wealth's ExxonMobil position peaked at $436K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.