Holos Integrated Wealth’s ExxonMobil XOM Stock Holding History

Holos Integrated Wealth’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	$656K	Sell	4,632 -300	-6%	-$44.9K	0.31%	44
2026 Q1	$808K	Hold	4,932	–	–	0.41%	41
2025 Q4	$605K	Buy	4,932 +26	+0.5%	+$3.02K	0.34%	43
2025 Q3	$543K	Hold	4,906	–	–	0.32%	41
2025 Q2	$524K	Sell	4,906 -145	-3%	-$15.5K	0.32%	43
2025 Q1	$601K	Sell	5,051 -225	-4%	-$24.9K	0.39%	40
2024 Q4	$568K	Buy	+5,276	New	+$617K	0.39%	36

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

Holos Integrated Wealth's XOM Position: Q2 2026 in Review

Holos Integrated Wealth reduced its ExxonMobil (XOM) stake by 6.1% in Q2 2026, selling an estimated $44.9K and leaving 4,632 shares worth $656K. The position accounts for 0.31% of the portfolio, ranked #44.

Holos Integrated Wealth first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $808K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Holos Integrated Wealth held 4,632 shares of ExxonMobil worth $656K as of Q2 2026.
Holos Integrated Wealth sold 300 ExxonMobil shares in Q2 2026, an estimated $44.9K.
ExxonMobil made up 0.31% of Holos Integrated Wealth's portfolio in Q2 2026, its #44 holding.
Holos Integrated Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's ExxonMobil position peaked at $808K in Q1 2026.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.