HWAM
XOM icon

Hennion & Walsh Asset Management’s ExxonMobil XOM Stock Holding History

Hennion & Walsh Asset 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 		$6.52M Sell
47,717
-1,411
-3% -$211K 0.19% 128
2026
Q1 		$8.34M Sell
49,128
-2,207
-4% -$322K 0.28% 72
2025
Q4 		$6.18M Sell
51,335
-650
-1% -$75.4K 0.21% 104
2025
Q3 		$5.86M Sell
51,985
-945
-2% -$105K 0.21% 106
2025
Q2 		$5.71M Buy
52,930
+2,037
+4% +$218K 0.23% 92
2025
Q1 		$6.05M Sell
50,893
-10,089
-17% -$1.12M 0.27% 72
2024
Q4 		$6.56M Sell
60,982
-2,712
-4% -$317K 0.3% 65
2024
Q3 		$7.46M Buy
63,694
+347
+0.5% +$40.1K 0.35% 49
2024
Q2 		$7.29M Buy
63,347
+23,631
+59% +$2.75M 0.37% 42
2024
Q1 		$4.62M Buy
39,716
+1,778
+5% +$186K 0.25% 92
2023
Q4 		$3.79M Sell
37,938
-1,312
-3% -$138K 0.22% 118
2023
Q3 		$4.62M Buy
39,250
+755
+2% +$82.8K 0.29% 74
2023
Q2 		$4.13M Buy
38,495
+2,867
+8% +$313K 0.24% 100
2023
Q1 		$3.91M Buy
35,628
+5,345
+18% +$591K 0.24% 107
2022
Q4 		$3.34M Buy
30,283
+3,928
+15% +$421K 0.21% 128
2022
Q3 		$2.3M Buy
26,355
+5,874
+29% +$536K 0.15% 174
2022
Q2 		$1.75M Buy
20,481
+4,840
+31% +$437K 0.11% 222
2022
Q1 		$1.29M Sell
15,641
-87
-0.6% -$6.76K 0.07% 285
2021
Q4 		$962K Sell
15,728
-6,113
-28% -$382K 0.05% 363
2021
Q3 		$1.28M Sell
21,841
-10,965
-33% -$625K 0.07% 306
2021
Q2 		$2.07M Sell
32,806
-7,290
-18% -$435K 0.11% 245
2021
Q1 		$2.24M Buy
+40,096
New +$2.1M 0.13% 209

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

Hennion & Walsh Asset Management's XOM Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its ExxonMobil (XOM) stake by 2.9% in Q2 2026, selling an estimated $211K and leaving 47,717 shares worth $6.52M. The position accounts for 0.19% of the portfolio, ranked #128.

Hennion & Walsh Asset Management first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.34M in Q1 2026. 2,091 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Hennion & Walsh Asset Management held 47,717 shares of ExxonMobil worth $6.52M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 1,411 ExxonMobil shares in Q2 2026, an estimated $211K.
  • ExxonMobil made up 0.19% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #128 holding.
  • Hennion & Walsh Asset Management first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's ExxonMobil position peaked at $8.34M in Q1 2026.
  • 2,091 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.