Future Financial Wealth Management’s ExxonMobil XOM Stock Holding History

Future Financial 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	$697K	Buy	4,441 +1	+0%	+$150	0.43%	45
2026 Q1	$662K	Buy	4,440 +1	+0%	+$146	0.43%	46
2025 Q4	$579K	Sell	4,439 -99	-2%	-$11.5K	0.39%	50
2025 Q3	$512K	Buy	4,538 +1	+0%	+$111	0.32%	58
2025 Q2	$489K	Sell	4,537 -3	-0.1%	-$321	0.33%	57
2025 Q1	$540K	Sell	4,540 -248	-5%	-$27.4K	0.4%	53
2024 Q4	$515K	Sell	4,788 -2,111	-31%	-$247K	0.38%	50
2024 Q3	$809K	Buy	6,899 +1	+0%	+$115	0.58%	39
2024 Q2	$794K	Buy	6,898 +465	+7%	+$54.2K	0.7%	37
2024 Q1	$748K	Buy	6,433 +1	+0%	+$105	0.58%	37
2023 Q4	$643K	Sell	6,432 -34	-0.5%	-$3.57K	0.64%	40
2023 Q3	$760K	Buy	6,466 +6	+0.1%	+$658	0.84%	32
2023 Q2	$693K	Sell	6,460 -29	-0.4%	-$3.16K	0.73%	33
2023 Q1	$754K	Sell	6,489 -217	-3%	-$24K	0.83%	34
2022 Q4	$740K	Sell	6,706 -91	-1%	-$9.75K	0.84%	41
2022 Q3	$582K	Sell	6,797 -6,245	-48%	-$570K	0.67%	47
2022 Q2	$1.08M	Hold	13,042	–	–	1.05%	30
2022 Q1	$1.08M	Sell	13,042 -1,472	-10%	-$114K	0.89%	30
2021 Q4	$922K	Buy	14,514 +3,652	+34%	+$228K	0.74%	40
2021 Q3	$685K	Hold	10,862	–	–	0.7%	52
2021 Q2	$685K	Buy	10,862 +34	+0.3%	+$2.03K	0.7%	52
2021 Q1	$605K	Sell	10,828 -1,386	-11%	-$72.7K	0.7%	47
2020 Q4	$503K	Buy	+12,214	New	+$458K	0.58%	56

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

Future Financial Wealth Management's XOM Position: Q2 2026 in Review

Future Financial Wealth Management increased its ExxonMobil (XOM) stake by 0.02% in Q2 2026, buying an estimated $150 and bringing the position to 4,441 shares worth $697K. The position accounts for 0.43% of the portfolio, ranked #45.

Future Financial Wealth Management first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.08M in Q2 2022. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Future Financial Wealth Management held 4,441 shares of ExxonMobil worth $697K as of Q2 2026.
Future Financial Wealth Management bought 1 ExxonMobil share in Q2 2026, an estimated $150.
ExxonMobil made up 0.43% of Future Financial Wealth Management's portfolio in Q2 2026, its #45 holding.
Future Financial Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
Future Financial Wealth Management's ExxonMobil position peaked at $1.08M in Q2 2022.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.