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Foguth Wealth Management’s ExxonMobil XOM Stock Holding History

Foguth 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 		$341K Buy
2,300
+115
+5% +$17.2K 0.04% 157
2026
Q1 		$317K Buy
2,185
+87
+4% +$12.7K 0.04% 153
2025
Q4 		$257K Buy
+2,098
New +$243K 0.04% 145
2025
Q2 		– Sell
-2,043
Closed -$243K – 168
2025
Q1 		$243K Sell
2,043
-76
-4% -$8.4K 0.06% 128
2024
Q4 		$230K Buy
2,119
+287
+16% +$33.6K 0.06% 137
2024
Q3 		$224K Sell
1,832
-465
-20% -$53.7K 0.08% 122
2024
Q2 		$264K Buy
2,297
+439
+24% +$51.1K 0.12% 111
2024
Q1 		$216K Buy
+1,858
New +$194K 0.12% 119

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Foguth Wealth Management increased its ExxonMobil (XOM) stake by 5.3% in Q2 2026, buying an estimated $17.2K and bringing the position to 2,300 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #157.

Foguth Wealth Management first reported a position in XOM in Q1 2024 and has held it in 8 quarters since. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Foguth Wealth Management held 2,300 shares of ExxonMobil worth $341K as of Q2 2026.
  • Foguth Wealth Management bought 115 ExxonMobil shares in Q2 2026, an estimated $17.2K.
  • ExxonMobil made up 0.04% of Foguth Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Foguth Wealth Management first reported a position in ExxonMobil in Q1 2024 and has held it in 8 quarters since.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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