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HHM Wealth Advisors’s ExxonMobil XOM Stock Holding History

HHM 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 		$1.61M Buy
11,740
+223
+2% +$33.4K 0.16% 57
2026
Q1 		$1.95M Buy
11,517
+1,320
+13% +$193K 0.22% 44
2025
Q4 		$1.23M Sell
10,197
-776
-7% -$90K 0.14% 59
2025
Q3 		$1.24M Sell
10,973
-365
-3% -$40.6K 0.14% 61
2025
Q2 		$1.22M Sell
11,338
-108
-0.9% -$11.5K 0.15% 60
2025
Q1 		$1.36M Buy
11,446
+529
+5% +$58.5K 0.18% 56
2024
Q4 		$1.17M Buy
10,917
+2,410
+28% +$282K 0.16% 63
2024
Q3 		$997K Sell
8,507
-693
-8% -$80K 0.14% 64
2024
Q2 		$1.06M Buy
9,200
+4,586
+99% +$534K 0.16% 59
2024
Q1 		$536K Hold
4,614
– – 0.09% 77
2023
Q4 		$461K Sell
4,614
-89
-2% -$9.35K 0.08% 77
2023
Q3 		$553K Buy
4,703
+301
+7% +$33K 0.11% 65
2023
Q2 		$472K Buy
4,402
+1
+0% +$109 0.09% 78
2023
Q1 		$483K Sell
4,401
-299
-6% -$33.1K 0.1% 70
2022
Q4 		$518K Sell
4,700
-822
-15% -$88.1K 0.12% 65
2022
Q3 		$482K Sell
5,522
-631
-10% -$57.6K 0.13% 61
2022
Q2 		$527K Sell
6,153
-291
-5% -$26.2K 0.14% 60
2022
Q1 		$532K Buy
6,444
+513
+9% +$39.9K 0.12% 68
2021
Q4 		$363K Sell
5,931
-119
-2% -$7.44K 0.09% 89
2021
Q3 		$356K Sell
6,050
-150
-2% -$8.55K 0.1% 84
2021
Q2 		$391K Hold
6,200
– – 0.11% 77
2021
Q1 		$346K Buy
6,200
+370
+6% +$19.4K 0.11% 74
2020
Q4 		$240K Sell
5,830
-350
-6% -$13.1K 0.08% 93
2020
Q3 		$212K Buy
6,180
+117
+2% +$4.78K 0.08% 90
2020
Q2 		$271K Buy
6,063
+1,250
+26% +$56.1K 0.11% 70
2020
Q1 		$183K Buy
4,813
+1,050
+28% +$58K 0.09% 81
2019
Q4 		$263K Sell
3,763
-1,793
-32% -$124K 0.13% 69
2019
Q3 		$392K Buy
5,556
+2,700
+95% +$195K 0.22% 49
2019
Q2 		$219K Buy
2,856
+100
+4% +$7.74K 0.13% 67
2019
Q1 		$223K Sell
2,756
-333
-11% -$25.4K 0.14% 64
2018
Q4 		$211K Buy
+3,089
New +$242K 0.15% 56

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

HHM Wealth Advisors increased its ExxonMobil (XOM) stake by 1.9% in Q2 2026, buying an estimated $33.4K and bringing the position to 11,740 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #57.

HHM Wealth Advisors first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.95M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • HHM Wealth Advisors held 11,740 shares of ExxonMobil worth $1.61M as of Q2 2026.
  • HHM Wealth Advisors bought 223 ExxonMobil shares in Q2 2026, an estimated $33.4K.
  • ExxonMobil made up 0.16% of HHM Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • HHM Wealth Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
  • HHM Wealth Advisors's ExxonMobil position peaked at $1.95M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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