FMA Wealth Management’s ExxonMobil XOM Stock Holding History

FMA Wealth Management’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	$459K	Sell	3,358 -50	-1%	-$7.48K	0.29%	28
2026 Q1	$578K	Hold	3,408	–	–	0.38%	27
2025 Q4	$410K	Sell	3,408 -97	-3%	-$11.3K	0.27%	31
2025 Q3	$395K	Hold	3,505	–	–	0.27%	32
2025 Q2	$378K	Hold	3,505	–	–	0.28%	31
2025 Q1	$390K	Hold	3,505	–	–	0.3%	30
2024 Q4	$377K	Sell	3,505 -120	-3%	-$14K	0.28%	30
2024 Q3	$425K	Sell	3,625 -65	-2%	-$7.5K	0.31%	30
2024 Q2	$425K	Buy	3,690 +1	+0%	+$116	0.34%	32
2024 Q1	$429K	Hold	3,689	–	–	0.36%	32
2023 Q4	$369K	Buy	+3,689	New	+$388K	0.34%	30

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

FMA Wealth Management's XOM Position: Q2 2026 in Review

FMA Wealth Management reduced its ExxonMobil (XOM) stake by 1.5% in Q2 2026, selling an estimated $7.48K and leaving 3,358 shares worth $459K. The position accounts for 0.29% of the portfolio, ranked #28.

FMA Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $578K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

FMA Wealth Management held 3,358 shares of ExxonMobil worth $459K as of Q2 2026.
FMA Wealth Management sold 50 ExxonMobil shares in Q2 2026, an estimated $7.48K.
ExxonMobil made up 0.29% of FMA Wealth Management's portfolio in Q2 2026, its #28 holding.
FMA Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
FMA Wealth Management's ExxonMobil position peaked at $578K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.