HRC Wealth Management’s ExxonMobil XOM Stock Holding History

HRC 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	$344K	Sell	2,513 -194	-7%	-$29K	0.14%	45
2026 Q1	$459K	Buy	2,707 +57	+2%	+$8.32K	0.22%	40
2025 Q4	$319K	Buy	2,650 +3	+0.1%	+$348	0.15%	46
2025 Q3	$298K	Buy	2,647 +3	+0.1%	+$333	0.15%	45
2025 Q2	$285K	Buy	2,644 +2	+0.1%	+$214	0.15%	46
2025 Q1	$314K	Buy	2,642 +3	+0.1%	+$332	0.19%	40
2024 Q4	$284K	Buy	2,639 +3	+0.1%	+$351	0.17%	42
2024 Q3	$309K	Sell	2,636 -481	-15%	-$55.5K	0.2%	34
2024 Q2	$359K	Buy	3,117 +56	+2%	+$6.52K	0.25%	27
2024 Q1	$356K	Buy	3,061 +295	+11%	+$30.9K	0.26%	26
2023 Q4	$277K	Buy	+2,766	New	+$291K	0.24%	20

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

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

HRC Wealth Management reduced its ExxonMobil (XOM) stake by 7.2% in Q2 2026, selling an estimated $29K and leaving 2,513 shares worth $344K. The position accounts for 0.14% of the portfolio, ranked #45.

HRC Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $459K in Q1 2026. 2,103 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

HRC Wealth Management held 2,513 shares of ExxonMobil worth $344K as of Q2 2026.
HRC Wealth Management sold 194 ExxonMobil shares in Q2 2026, an estimated $29K.
ExxonMobil made up 0.14% of HRC Wealth Management's portfolio in Q2 2026, its #45 holding.
HRC Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
HRC Wealth Management's ExxonMobil position peaked at $459K in Q1 2026.
2,103 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.