FWM
XOM icon

Forteris Wealth Management’s ExxonMobil XOM Stock Holding History

Forteris 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 		$541K Sell
3,954
-94
-2% -$14.1K 0.44% 47
2026
Q1 		$687K Sell
4,048
-343
-8% -$50.1K 0.66% 37
2025
Q4 		$528K Buy
+4,391
New +$509K 0.52% 48

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Forteris Wealth Management reduced its ExxonMobil (XOM) stake by 2.3% in Q2 2026, selling an estimated $14.1K and leaving 3,954 shares worth $541K. The position accounts for 0.44% of the portfolio, ranked #47.

Forteris Wealth Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $687K in Q1 2026. 2,864 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Forteris Wealth Management held 3,954 shares of ExxonMobil worth $541K as of Q2 2026.
  • Forteris Wealth Management sold 94 ExxonMobil shares in Q2 2026, an estimated $14.1K.
  • ExxonMobil made up 0.44% of Forteris Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Forteris Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Forteris Wealth Management's ExxonMobil position peaked at $687K in Q1 2026.
  • 2,864 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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