FWM
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Forza Wealth Management’s ExxonMobil XOM Stock Holding History

Forza 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 		$3.72M Sell
27,198
-15
-0.1% -$2.25K 1.14% 25
2026
Q1 		$4.62M Sell
27,213
-941
-3% -$137K 1.61% 14
2025
Q4 		$3.39M Buy
28,154
+596
+2% +$69.1K 1.23% 23
2025
Q3 		$3.11M Buy
27,558
+601
+2% +$66.8K 1.19% 26
2025
Q2 		$2.91M Sell
26,957
-180
-0.7% -$19.2K 1.19% 24
2025
Q1 		$3.23M Buy
27,137
+76
+0.3% +$8.4K 1.45% 20
2024
Q4 		$2.91M Buy
27,061
+233
+0.9% +$27.3K 1.33% 22
2024
Q3 		$3.14M Buy
26,828
+633
+2% +$73.1K 1.44% 19
2024
Q2 		$3.02M Buy
26,195
+1,392
+6% +$162K 1.56% 14
2024
Q1 		$2.88M Sell
24,803
-692
-3% -$72.4K 1.5% 17
2023
Q4 		$2.55M Sell
25,495
-1,580
-6% -$166K 1.41% 19
2023
Q3 		$3.18M Buy
27,075
+500
+2% +$54.8K 1.64% 12
2023
Q2 		$2.85M Buy
26,575
+1,136
+4% +$124K 1.44% 18
2023
Q1 		$2.79M Buy
25,439
+300
+1% +$33.2K 1.44% 16
2022
Q4 		$2.77M Buy
+25,139
New +$2.69M 1.84% 12

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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

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

Forza Wealth Management reduced its ExxonMobil (XOM) stake by 0.06% in Q2 2026, selling an estimated $2.25K and leaving 27,198 shares worth $3.72M. The position accounts for 1.14% of the portfolio, ranked #25.

Forza Wealth Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.62M in Q1 2026. 1,010 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Forza Wealth Management held 27,198 shares of ExxonMobil worth $3.72M as of Q2 2026.
  • Forza Wealth Management sold 15 ExxonMobil shares in Q2 2026, an estimated $2.25K.
  • ExxonMobil made up 1.14% of Forza Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Forza Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's ExxonMobil position peaked at $4.62M in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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