FVWA
XOM icon

Foster Victor Wealth Advisors’s ExxonMobil XOM Stock Holding History

Foster Victor 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 		$1.87M Sell
12,868
-532
-4% -$79.6K 0.1% 121
2026
Q1 		$2M Buy
13,400
+525
+4% +$76.6K 0.11% 112
2025
Q4 		$1.67M Sell
12,875
-126
-1% -$14.6K 0.1% 116
2025
Q3 		$1.47M Buy
13,001
+2,202
+20% +$245K 0.09% 111
2025
Q2 		$1.23M Buy
10,799
+142
+1% +$15.2K 0.08% 113
2025
Q1 		$1.1M Sell
10,657
-228
-2% -$25.2K 0.09% 110
2024
Q4 		$1.22M Sell
10,885
-2,447
-18% -$286K 0.09% 107
2024
Q3 		$1.63M Sell
13,332
-1,938
-13% -$224K 0.13% 102
2024
Q2 		$1.77M Buy
15,270
+2,330
+18% +$271K 0.15% 100
2024
Q1 		$1.58M Buy
12,940
+153
+1% +$16K 0.14% 90
2023
Q4 		$1.29M Buy
12,787
+5,116
+67% +$538K 0.13% 94
2023
Q3 		$822K Buy
7,671
+142
+2% +$15.6K 0.1% 97
2023
Q2 		$805K Sell
7,529
-21
-0.3% -$2.29K 0.09% 101
2023
Q1 		$868K Buy
7,550
+4,653
+161% +$515K 0.11% 95
2022
Q4 		$320K Sell
2,897
-12
-0.4% -$1.29K 0.04% 116
2022
Q3 		$297K Sell
2,909
-1,086
-27% -$99.1K 0.04% 115
2022
Q2 		$333K Buy
3,995
+857
+27% +$77.3K 0.05% 108
2022
Q1 		$263K Sell
3,138
-2,116
-40% -$164K 0.04% 116
2021
Q4 		$374K Buy
5,254
+1,254
+31% +$78.4K 0.05% 110
2021
Q3 		$235K Sell
4,000
-20
-0.5% -$1.14K 0.04% 128
2021
Q2 		$254K Sell
4,020
-363
-8% -$21.7K 0.04% 127
2021
Q1 		$244K Sell
4,383
-1,673
-28% -$87.7K 0.05% 125
2020
Q4 		$250K Sell
6,056
-13
-0.2% -$487 0.06% 123
2020
Q3 		$208K Buy
6,069
+986
+19% +$40.3K 0.06% 127
2020
Q2 		$227K Buy
+5,083
New +$228K 0.08% 107

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Foster Victor Wealth Advisors's XOM Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its ExxonMobil (XOM) stake by 4% in Q2 2026, selling an estimated $79.6K and leaving 12,868 shares worth $1.87M. The position accounts for 0.1% of the portfolio, ranked #121.

Foster Victor Wealth Advisors first reported a position in XOM in Q2 2020 and has held it in 25 quarters since. The position peaked at $2M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Foster Victor Wealth Advisors held 12,868 shares of ExxonMobil worth $1.87M as of Q2 2026.
  • Foster Victor Wealth Advisors sold 532 ExxonMobil shares in Q2 2026, an estimated $79.6K.
  • ExxonMobil made up 0.1% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Foster Victor Wealth Advisors first reported a position in ExxonMobil in Q2 2020 and has held it in 25 quarters since.
  • Foster Victor Wealth Advisors's ExxonMobil position peaked at $2M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.