HWA
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HCR Wealth Advisors’s ExxonMobil XOM Stock Holding History

HCR 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 		$3M Sell
21,928
-104
-0.5% -$15.6K 0.27% 61
2026
Q1 		$3.74M Buy
22,032
+22
+0.1% +$3.21K 0.39% 46
2025
Q4 		$2.65M Buy
22,010
+577
+3% +$66.9K 0.26% 64
2025
Q3 		$2.39M Buy
21,433
+704
+3% +$78.3K 0.25% 63
2025
Q2 		$2.23M Sell
20,729
-26
-0.1% -$2.78K 0.26% 61
2025
Q1 		$2.47M Sell
20,755
-46
-0.2% -$5.09K 0.32% 53
2024
Q4 		$2.24M Sell
20,801
-240
-1% -$28.1K 0.28% 58
2024
Q3 		$2.47M Buy
21,041
+489
+2% +$56.5K 0.32% 50
2024
Q2 		$2.37M Sell
20,552
-149
-0.7% -$17.4K 0.34% 48
2024
Q1 		$2.41M Buy
20,701
+11
+0.1% +$1.15K 0.36% 46
2023
Q4 		$2.07M Buy
20,690
+1,903
+10% +$200K 0.33% 56
2023
Q3 		$2.21M Sell
18,787
-105
-0.6% -$11.5K 0.48% 36
2023
Q2 		$2.03M Buy
18,892
+33
+0.2% +$3.6K 0.38% 56
2023
Q1 		$2.07M Sell
18,859
-35
-0.2% -$3.87K 0.41% 53
2022
Q4 		$2.08M Buy
18,894
+387
+2% +$41.5K 0.44% 48
2022
Q3 		$1.62M Sell
18,507
-1,423
-7% -$130K 0.34% 65
2022
Q2 		$1.71M Sell
19,930
-879
-4% -$79.3K 0.34% 64
2022
Q1 		$1.72M Buy
20,809
+60
+0.3% +$4.66K 0.28% 67
2021
Q4 		$1.27M Buy
20,749
+1,298
+7% +$81.1K 0.2% 89
2021
Q3 		$1.14M Sell
19,451
-107
-0.5% -$6.1K 0.19% 95
2021
Q2 		$1.23M Buy
19,558
+249
+1% +$14.9K 0.21% 90
2021
Q1 		$1.08M Sell
19,309
-8,801
-31% -$461K 0.21% 91
2020
Q4 		$1.16M Sell
28,110
-2,118
-7% -$79.4K 0.24% 83
2020
Q3 		$1.04M Sell
30,228
-778
-3% -$31.8K 0.24% 77
2020
Q2 		$1.35M Sell
31,006
-1,884
-6% -$84.5K 0.32% 54
2020
Q1 		$1.25M Sell
32,890
-10,124
-24% -$559K 0.36% 52
2019
Q4 		$3M Buy
43,014
+6,162
+17% +$426K 0.73% 23
2019
Q3 		$2.6M Sell
36,852
-6,572
-15% -$475K 0.86% 23
2019
Q2 		$3.33M Sell
43,424
-18
-0% -$1.39K 0.95% 21
2019
Q1 		$3.52M Buy
43,442
+2,481
+6% +$189K 1.01% 18
2018
Q4 		$2.79M Sell
40,961
-782
-2% -$61.4K 0.9% 20
2018
Q3 		$3.33M Sell
41,743
-700
-2% -$57.2K 1.09% 15
2018
Q2 		$3.51M Buy
42,443
+36
+0.1% +$2.87K 1.15% 15
2018
Q1 		$3.16M Buy
42,407
+1,953
+5% +$156K 1.1% 16
2017
Q4 		$3.38M Sell
40,454
-790
-2% -$65.3K 1.18% 16
2017
Q3 		$3.38M Buy
41,244
+1,203
+3% +$95.5K 1.42% 13
2017
Q2 		$3.23M Sell
40,041
-138
-0.3% -$11.3K 1.6% 13
2017
Q1 		$3.29M Buy
40,179
+248
+0.6% +$20.7K 1.69% 12
2016
Q4 		$3.6M Buy
+39,931
New +$3.49M 1.9% 7

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

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

HCR Wealth Advisors reduced its ExxonMobil (XOM) stake by 0.47% in Q2 2026, selling an estimated $15.6K and leaving 21,928 shares worth $3M. The position accounts for 0.27% of the portfolio, ranked #61.

HCR Wealth Advisors first reported a position in XOM in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.74M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • HCR Wealth Advisors held 21,928 shares of ExxonMobil worth $3M as of Q2 2026.
  • HCR Wealth Advisors sold 104 ExxonMobil shares in Q2 2026, an estimated $15.6K.
  • ExxonMobil made up 0.27% of HCR Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • HCR Wealth Advisors first reported a position in ExxonMobil in Q4 2016 and has held it in 39 quarters since.
  • HCR Wealth Advisors's ExxonMobil position peaked at $3.74M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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