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Formidable Asset Management’s ExxonMobil XOM Stock Holding History

Formidable Asset 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
2017
Q4 		– Sell
-10
Closed -$1K – 215
2017
Q3 		$1K Buy
+10
New +$794 ﹤0.01% 210

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Formidable Asset Management's XOM Position: Q2 2026 in Review

Formidable Asset Management increased its ExxonMobil (XOM) stake by 0.01% in Q2 2026, buying an estimated $299 and bringing the position to 39,982 shares worth $6.78M. The position accounts for 1.08% of the portfolio, ranked #17.

Formidable Asset Management first reported a position in XOM in Q3 2013 and has held it in 51 quarters since. The position peaked at $8.14M in Q2 2024. 877 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Formidable Asset Management held 39,982 shares of ExxonMobil worth $6.78M as of Q2 2026.
  • Formidable Asset Management bought 2 ExxonMobil shares in Q2 2026, an estimated $299.
  • ExxonMobil made up 1.08% of Formidable Asset Management's portfolio in Q2 2026, its #17 holding.
  • Formidable Asset Management first reported a position in ExxonMobil in Q3 2013 and has held it in 51 quarters since.
  • Formidable Asset Management's ExxonMobil position peaked at $8.14M in Q2 2024.
  • 877 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.