FSM Wealth Advisors’s ExxonMobil XOM Stock Holding History

FSM 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	$6.27M	Buy	45,871 +2,873	+7%	+$430K	0.67%	28
2026 Q1	$7.3M	Buy	42,998 +153	+0.4%	+$22.3K	0.94%	22
2025 Q4	$5.16M	Sell	42,845 -1,569	-4%	-$182K	0.71%	29
2025 Q3	$5.01M	Buy	44,414 +988	+2%	+$110K	0.71%	29
2025 Q2	$4.83M	Buy	43,426 +7,840	+22%	+$838K	0.78%	28
2025 Q1	$4.23M	Buy	35,586 +1,835	+5%	+$203K	0.95%	22
2024 Q4	$3.76M	Buy	33,751 +151	+0.4%	+$17.7K	0.92%	24
2024 Q3	$3.94M	Buy	33,600 +1,186	+4%	+$137K	1.05%	22
2024 Q2	$3.73M	Buy	32,414 +727	+2%	+$84.7K	1.25%	22
2024 Q1	$3.68M	Buy	31,687 +169	+0.5%	+$17.7K	1.31%	21
2023 Q4	$3.15M	Buy	31,518 +130	+0.4%	+$13.7K	1.34%	22
2023 Q3	$3.69M	Sell	31,388 -239	-0.8%	-$26.2K	1.86%	16
2023 Q2	$3.35M	Buy	31,627 +222	+0.7%	+$24.2K	1.68%	17
2023 Q1	$3.44M	Buy	31,405 +463	+1%	+$51.2K	2%	12
2022 Q4	$3.41M	Sell	30,942 -1,935	-6%	-$207K	2.43%	9
2022 Q3	$2.87M	Buy	+32,877	New	+$3M	2.38%	9

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FSM Wealth Advisors's XOM Position: Q2 2026 in Review

FSM Wealth Advisors increased its ExxonMobil (XOM) stake by 6.7% in Q2 2026, buying an estimated $430K and bringing the position to 45,871 shares worth $6.27M. The position accounts for 0.67% of the portfolio, ranked #28.

FSM Wealth Advisors first reported a position in XOM in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.3M in Q1 2026. 2,134 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

FSM Wealth Advisors held 45,871 shares of ExxonMobil worth $6.27M as of Q2 2026.
FSM Wealth Advisors bought 2,873 ExxonMobil shares in Q2 2026, an estimated $430K.
ExxonMobil made up 0.67% of FSM Wealth Advisors's portfolio in Q2 2026, its #28 holding.
FSM Wealth Advisors first reported a position in ExxonMobil in Q3 2022 and has held it in 16 quarters since.
FSM Wealth Advisors's ExxonMobil position peaked at $7.3M in Q1 2026.
2,134 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.