HMV Wealth Advisors’s ExxonMobil XOM Stock Holding History

HMV 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	$530K	Buy	3,879 +597	+18%	+$89.4K	0.21%	55
2026 Q1	$557K	Buy	3,282 +92	+3%	+$13.4K	0.26%	47
2025 Q4	$384K	Buy	3,190 +1,385	+77%	+$161K	0.19%	56
2025 Q3	$204K	Buy	+1,805	New	+$201K	0.11%	81
2025 Q2	–	Sell	-1,805	Closed	-$215K	–	90
2025 Q1	$215K	Buy	+1,805	New	+$200K	0.17%	76

Other funds holding XOM

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

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

HMV Wealth Advisors increased its ExxonMobil (XOM) stake by 18% in Q2 2026, buying an estimated $89.4K and bringing the position to 3,879 shares worth $530K. The position accounts for 0.21% of the portfolio, ranked #55.

HMV Wealth Advisors first reported a position in XOM in Q1 2025 and has held it in 5 quarters since. The position peaked at $557K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

HMV Wealth Advisors held 3,879 shares of ExxonMobil worth $530K as of Q2 2026.
HMV Wealth Advisors bought 597 ExxonMobil shares in Q2 2026, an estimated $89.4K.
ExxonMobil made up 0.21% of HMV Wealth Advisors's portfolio in Q2 2026, its #55 holding.
HMV Wealth Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 5 quarters since.
HMV Wealth Advisors's ExxonMobil position peaked at $557K in Q1 2026.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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