Henrickson Nauta Wealth Advisors’s ExxonMobil XOM Stock Holding History

Henrickson Nauta 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	$350K	Buy	2,559 +181	+8%	+$27.1K	0.09%	78
2026 Q1	$403K	Sell	2,378 -1,568	-40%	-$229K	0.11%	60
2025 Q4	$478K	Buy	3,946 +1,861	+89%	+$216K	0.07%	75
2025 Q3	$235K	Buy	+2,085	New	+$232K	0.07%	83
2024 Q4	–	Sell	-1,710	Closed	-$200K	–	85
2024 Q3	$200K	Buy	+1,710	New	+$197K	0.08%	79

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

Henrickson Nauta Wealth Advisors's XOM Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its ExxonMobil (XOM) stake by 7.6% in Q2 2026, buying an estimated $27.1K and bringing the position to 2,559 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #78.

Henrickson Nauta Wealth Advisors first reported a position in XOM in Q3 2024 and has held it in 5 quarters since. The position peaked at $478K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Henrickson Nauta Wealth Advisors held 2,559 shares of ExxonMobil worth $350K as of Q2 2026.
Henrickson Nauta Wealth Advisors bought 181 ExxonMobil shares in Q2 2026, an estimated $27.1K.
ExxonMobil made up 0.09% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Henrickson Nauta Wealth Advisors first reported a position in ExxonMobil in Q3 2024 and has held it in 5 quarters since.
Henrickson Nauta Wealth Advisors's ExxonMobil position peaked at $478K in Q4 2025.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.