Genesis Private Wealth’s ExxonMobil XOM Stock Holding History

Genesis Private Wealth’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	$493K	Sell	3,603 -509	-12%	-$76.2K	0.14%	87
2026 Q1	$698K	Sell	4,112 -1,154	-22%	-$168K	0.22%	70
2025 Q4	$634K	Buy	5,266 +149	+3%	+$17.3K	0.2%	74
2025 Q3	$577K	Sell	5,117 -217	-4%	-$24.1K	0.24%	55
2025 Q2	$575K	Buy	5,334 +847	+19%	+$90.5K	0.27%	50
2025 Q1	$534K	Buy	4,487 +750	+20%	+$82.9K	0.28%	45
2024 Q4	$402K	Buy	+3,737	New	+$437K	0.22%	56

Other funds holding XOM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Genesis Private Wealth's XOM Position: Q2 2026 in Review

Genesis Private Wealth reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $76.2K and leaving 3,603 shares worth $493K. The position accounts for 0.14% of the portfolio, ranked #87.

Genesis Private Wealth first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $698K in Q1 2026. 1,011 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Genesis Private Wealth held 3,603 shares of ExxonMobil worth $493K as of Q2 2026.
Genesis Private Wealth sold 509 ExxonMobil shares in Q2 2026, an estimated $76.2K.
ExxonMobil made up 0.14% of Genesis Private Wealth's portfolio in Q2 2026, its #87 holding.
Genesis Private Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's ExxonMobil position peaked at $698K in Q1 2026.
1,011 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.