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Impact Partnership Wealth’s ExxonMobil XOM Stock Holding History

Impact Partnership 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 		– Sell
-12,017
Closed -$2.04M – 499
2026
Q1 		$2.04M Buy
12,017
+67
+0.6% +$9.78K 0.25% 52
2025
Q4 		$1.44M Buy
11,950
+2,413
+25% +$280K 0.18% 71
2025
Q3 		$1.08M Sell
9,537
-532
-5% -$59.1K 0.16% 85
2025
Q2 		$1.09M Sell
10,069
-1,536
-13% -$164K 0.2% 47
2025
Q1 		$1.38M Sell
11,605
-2,029
-15% -$224K 0.29% 31
2024
Q4 		$1.47M Buy
13,634
+389
+3% +$45.5K 0.3% 37
2024
Q3 		$1.55M Sell
13,245
-6,604
-33% -$763K 0.35% 31
2024
Q2 		$2.29M Buy
19,849
+9,469
+91% +$1.1M 0.6% 24
2024
Q1 		$1.21M Sell
10,380
-1,401
-12% -$147K 0.48% 25
2023
Q4 		$1.18M Buy
11,781
+1,921
+19% +$202K 0.43% 27
2023
Q3 		$1.16M Buy
9,860
+301
+3% +$33K 0.36% 31
2023
Q2 		$1.03M Buy
+9,559
New +$1.04M 0.36% 25

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Impact Partnership Wealth's XOM Position: Q2 2026 in Review

Impact Partnership Wealth sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 12,017 shares — an estimated $2.04M sold.

Impact Partnership Wealth first reported a position in XOM in Q2 2023 and held it in 12 quarters. The position peaked at $2.29M in Q2 2024. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Impact Partnership Wealth reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 12,017 ExxonMobil shares in Q2 2026, an estimated $2.04M.
  • Impact Partnership Wealth first reported a position in ExxonMobil in Q2 2023 and held it in 12 quarters.
  • Impact Partnership Wealth's ExxonMobil position peaked at $2.29M in Q2 2024.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.