Iams Wealth Management’s ExxonMobil XOM Stock Holding History

Iams 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	$285K	Sell	2,086 -95	-4%	-$14.2K	0.09%	164
2026 Q1	$370K	Buy	2,181 +395	+22%	+$57.6K	0.13%	160
2025 Q4	$215K	Sell	1,786 -235	-12%	-$27.3K	0.08%	184
2025 Q3	$228K	Buy	+2,021	New	+$225K	0.09%	172
2024 Q4	–	Sell	-2,141	Closed	-$251K	–	179
2024 Q3	$251K	Sell	2,141 -1,804	-46%	-$208K	0.12%	135
2024 Q2	$454K	Buy	+3,945	New	+$459K	0.25%	100

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

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

Iams Wealth Management reduced its ExxonMobil (XOM) stake by 4.4% in Q2 2026, selling an estimated $14.2K and leaving 2,086 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #164.

Iams Wealth Management first reported a position in XOM in Q2 2024 and has held it in 6 quarters since. The position peaked at $454K in Q2 2024. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Iams Wealth Management held 2,086 shares of ExxonMobil worth $285K as of Q2 2026.
Iams Wealth Management sold 95 ExxonMobil shares in Q2 2026, an estimated $14.2K.
ExxonMobil made up 0.09% of Iams Wealth Management's portfolio in Q2 2026, its #164 holding.
Iams Wealth Management first reported a position in ExxonMobil in Q2 2024 and has held it in 6 quarters since.
Iams Wealth Management's ExxonMobil position peaked at $454K in Q2 2024.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.