PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s ExxonMobil XOM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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	$552K	Sell	4,037 -200	-5%	-$29.9K	0.15%	94
2026 Q1	$719K	Buy	4,237 +1	+0%	+$146	0.21%	76
2025 Q4	$510K	Buy	4,236 +572	+16%	+$66.3K	0.15%	91
2025 Q3	$413K	Buy	3,664 +1	+0%	+$111	0.13%	98
2025 Q2	$395K	Buy	3,663 +129	+4%	+$13.8K	0.13%	97
2025 Q1	$420K	Sell	3,534 -285	-7%	-$31.5K	0.16%	91
2024 Q4	$411K	Buy	3,819 +103	+3%	+$12K	0.16%	91
2024 Q3	$436K	Sell	3,716 -161	-4%	-$18.6K	0.22%	62
2024 Q2	$446K	Buy	3,877 +17	+0.4%	+$1.98K	0.26%	53
2024 Q1	$449K	Buy	3,860 +24	+0.6%	+$2.51K	0.3%	56
2023 Q4	$384K	Buy	3,836 +19	+0.5%	+$2K	0.24%	56
2023 Q3	$449K	Sell	3,817 -2,485	-39%	-$273K	0.32%	44
2023 Q2	$622K	Buy	6,302 +533	+9%	+$58.2K	0.46%	32
2023 Q1	$633K	Sell	5,769 -2,135	-27%	-$236K	0.5%	30
2022 Q4	$872K	Buy	+7,904	New	+$847K	0.75%	20

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XOM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its ExxonMobil (XOM) stake by 4.7% in Q2 2026, selling an estimated $29.9K and leaving 4,037 shares worth $552K. The position accounts for 0.15% of the portfolio, ranked #94.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $872K in Q4 2022. 2,864 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 4,037 shares of ExxonMobil worth $552K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 200 ExxonMobil shares in Q2 2026, an estimated $29.9K.
ExxonMobil made up 0.15% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #94 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ExxonMobil position peaked at $872K in Q4 2022.
2,864 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.