HWM
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Howard Wealth Management’s ExxonMobil XOM Stock Holding History

Howard Wealth 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 		$595K Buy
4,353
+133
+3% +$19.9K 0.22% 84
2026
Q1 		$716K Sell
4,220
-222
-5% -$32.4K 0.3% 68
2025
Q4 		$535K Sell
4,442
-255
-5% -$29.6K 0.23% 80
2025
Q3 		$530K Hold
4,697
– – 0.24% 79
2025
Q2 		$506K Buy
4,697
+35
+0.8% +$3.74K 0.26% 79
2025
Q1 		$555K Buy
4,662
+309
+7% +$34.2K 0.31% 71
2024
Q4 		$468K Buy
4,353
+153
+4% +$17.9K 0.25% 79
2024
Q3 		$492K Sell
4,200
-272
-6% -$31.4K 0.29% 72
2024
Q2 		$515K Buy
4,472
+99
+2% +$11.5K 0.41% 59
2024
Q1 		$508K Buy
4,373
+270
+7% +$28.3K 0.41% 53
2023
Q4 		$410K Buy
4,103
+1,250
+44% +$131K 0.34% 60
2023
Q3 		$335K Hold
2,853
– – 0.31% 64
2023
Q2 		$306K Hold
2,853
– – 0.27% 74
2023
Q1 		$313K Sell
2,853
-25
-0.9% -$2.77K 0.26% 78
2022
Q4 		$317K Hold
2,878
– – 0.26% 82
2022
Q3 		$251K Buy
+2,878
New +$263K 0.18% 99
2022
Q2 		– Sell
-2,678
Closed -$221K – 135
2022
Q1 		$221K Buy
+2,678
New +$208K 0.12% 123
2020
Q1 		– Sell
-6,701
Closed -$467K – 514
2019
Q4 		$467K Buy
+6,701
New +$463K 0.39% 62

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Howard Wealth Management's XOM Position: Q2 2026 in Review

Howard Wealth Management increased its ExxonMobil (XOM) stake by 3.2% in Q2 2026, buying an estimated $19.9K and bringing the position to 4,353 shares worth $595K. The position accounts for 0.22% of the portfolio, ranked #84.

Howard Wealth Management first reported a position in XOM in Q4 2019 and has held it in 18 quarters since. The position peaked at $716K in Q1 2026. 1,599 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Howard Wealth Management held 4,353 shares of ExxonMobil worth $595K as of Q2 2026.
  • Howard Wealth Management bought 133 ExxonMobil shares in Q2 2026, an estimated $19.9K.
  • ExxonMobil made up 0.22% of Howard Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Howard Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 18 quarters since.
  • Howard Wealth Management's ExxonMobil position peaked at $716K in Q1 2026.
  • 1,599 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.