FOCUS Wealth Advisors’s ExxonMobil XOM Stock Holding History

FOCUS 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	$1.83M	Sell	13,376 -1,903	-12%	-$285K	0.85%	32
2026 Q1	$2.59M	Buy	15,279 +22	+0.1%	+$3.21K	1.27%	24
2025 Q4	$1.84M	Buy	15,257 +3,194	+26%	+$370K	0.85%	33
2025 Q3	$1.36M	Sell	12,063 -221	-2%	-$24.6K	0.65%	34
2025 Q2	$1.32M	Sell	12,284 -80	-0.6%	-$8.55K	0.69%	34
2025 Q1	$1.47M	Buy	12,364 +80	+0.7%	+$8.85K	0.81%	32
2024 Q4	$1.32M	Hold	12,284	–	–	0.7%	33
2024 Q3	$1.44M	Hold	12,284	–	–	0.72%	34
2024 Q2	$1.41M	Buy	12,284 +221	+2%	+$25.7K	0.73%	34
2024 Q1	$1.4M	Hold	12,063	–	–	0.75%	34
2023 Q4	$1.21M	Sell	12,063 -21	-0.2%	-$2.21K	0.76%	34
2023 Q3	$1.42M	Buy	12,084 +21	+0.2%	+$2.3K	0.99%	29
2023 Q2	$1.29M	Sell	12,063 -70	-0.6%	-$7.64K	0.88%	33
2023 Q1	$1.33M	Buy	+12,133	New	+$1.34M	0.87%	32
2021 Q2	–	Sell	-10,128	Closed	-$581K	–	44
2021 Q1	$581K	Buy	+10,128	New	+$531K	0.43%	31

Other funds holding XOM

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

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

Citigroup New York $303B AUM 53.02% 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

FOCUS Wealth Advisors's XOM Position: Q2 2026 in Review

FOCUS Wealth Advisors reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $285K and leaving 13,376 shares worth $1.83M. The position accounts for 0.85% of the portfolio, ranked #32.

FOCUS Wealth Advisors first reported a position in XOM in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.59M in Q1 2026. 2,259 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

FOCUS Wealth Advisors held 13,376 shares of ExxonMobil worth $1.83M as of Q2 2026.
FOCUS Wealth Advisors sold 1,903 ExxonMobil shares in Q2 2026, an estimated $285K.
ExxonMobil made up 0.85% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #32 holding.
FOCUS Wealth Advisors first reported a position in ExxonMobil in Q1 2021 and has held it in 15 quarters since.
FOCUS Wealth Advisors's ExxonMobil position peaked at $2.59M in Q1 2026.
2,259 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.