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HB Wealth Management’s ExxonMobil XOM Stock Holding History

HB 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 		– Sell
-348,977
Closed -$59.2M – 1794
2026
Q1 		$59.2M Buy
348,977
+20,086
+6% +$2.93M 0.38% 37
2025
Q4 		$39.6M Buy
328,891
+15,813
+5% +$1.83M 0.26% 53
2025
Q3 		$35.3M Buy
313,078
+47,908
+18% +$5.33M 0.24% 57
2025
Q2 		$28.6M Buy
265,170
+37,968
+17% +$4.06M 0.23% 59
2025
Q1 		$27M Buy
227,202
+67,840
+43% +$7.5M 0.23% 63
2024
Q4 		$17.1M Sell
159,362
-6,053
-4% -$708K 0.18% 64
2024
Q3 		$19.4M Buy
165,415
+6,343
+4% +$732K 0.21% 52
2024
Q2 		$18.3M Buy
159,072
+8,313
+6% +$968K 0.21% 52
2024
Q1 		$17.5M Sell
150,759
-5,002
-3% -$523K 0.22% 50
2023
Q4 		$15.6M Sell
155,761
-5,046
-3% -$530K 0.22% 51
2023
Q3 		$18.9M Buy
160,807
+46,987
+41% +$5.15M 0.31% 38
2023
Q2 		$12.2M Sell
113,820
-895
-0.8% -$97.7K 0.19% 59
2023
Q1 		$12.6M Buy
114,715
+1,406
+1% +$156K 0.22% 52
2022
Q4 		$12.5M Buy
113,309
+17,046
+18% +$1.83M 0.23% 54
2022
Q3 		$8.4M Buy
96,263
+28,020
+41% +$2.56M 0.18% 64
2022
Q2 		$5.84M Buy
68,243
+3,256
+5% +$294K 0.12% 87
2022
Q1 		$5.37M Buy
64,987
+14,734
+29% +$1.15M 0.1% 102
2021
Q4 		$3.08M Buy
+50,253
New +$3.14M 0.06% 125

Other funds holding XOM

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

HB Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 348,977 shares — an estimated $59.2M sold.

HB Wealth Management first reported a position in XOM in Q4 2021 and held it in 18 quarters. The position peaked at $59.2M in Q1 2026. 1,894 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • HB Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 348,977 ExxonMobil shares in Q2 2026, an estimated $59.2M.
  • HB Wealth Management first reported a position in ExxonMobil in Q4 2021 and held it in 18 quarters.
  • HB Wealth Management's ExxonMobil position peaked at $59.2M in Q1 2026.
  • 1,894 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.