Independent Solutions Wealth Management’s ExxonMobil XOM Stock Holding History

Independent Solutions 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	$5.24M	Buy	38,344 +277	+0.7%	+$41.5K	0.68%	35
2026 Q1	$6.46M	Sell	38,067 -170	-0.4%	-$24.8K	0.95%	26
2025 Q4	$4.6M	Sell	38,237 -453	-1%	-$52.5K	0.85%	35
2025 Q3	$4.36M	Buy	38,690 +932	+2%	+$104K	0.77%	36
2025 Q2	$4.07M	Sell	37,758 -582	-2%	-$62.2K	0.79%	36
2025 Q1	$4.56M	Sell	38,340 -329	-0.9%	-$36.4K	1.02%	27
2024 Q4	$4.16M	Sell	38,669 -370	-0.9%	-$43.3K	0.91%	30
2024 Q3	$4.58M	Sell	39,039 -997	-2%	-$115K	1.03%	24
2024 Q2	$4.61M	Sell	40,036 -2,341	-6%	-$273K	1.06%	22
2024 Q1	$4.93M	Buy	42,377 +315	+0.7%	+$33K	1.17%	20
2023 Q4	$4.21M	Sell	42,062 -730	-2%	-$76.7K	1.08%	21
2023 Q3	$5.03M	Buy	42,792 +1,423	+3%	+$156K	1.31%	19
2023 Q2	$4.44M	Buy	41,369 +122	+0.3%	+$13.3K	1.12%	20
2023 Q1	$4.52M	Sell	41,247 -1,268	-3%	-$140K	1.33%	17
2022 Q4	$4.69M	Sell	42,515 -448	-1%	-$48K	1.43%	15
2022 Q3	$3.75M	Sell	42,963 -5,163	-11%	-$471K	1.23%	16
2022 Q2	$4.12M	Buy	48,126 +2,333	+5%	+$210K	1.28%	16
2022 Q1	$3.78M	Sell	45,793 -2,014	-4%	-$157K	0.89%	25
2021 Q4	$2.93M	Buy	47,807 +4,100	+9%	+$256K	0.69%	36
2021 Q3	$2.57M	Buy	43,707 +2,762	+7%	+$157K	0.64%	42
2021 Q2	$2.58M	Buy	40,945 +1,911	+5%	+$114K	0.63%	42
2021 Q1	$2.18M	Buy	39,034 +250	+0.6%	+$13.1K	0.6%	42
2020 Q4	$1.6M	Sell	38,784 -311	-0.8%	-$11.7K	0.5%	49
2020 Q3	$1.34M	Buy	39,095 +2,381	+6%	+$97.3K	0.51%	47
2020 Q2	$1.64M	Buy	36,714 +2,190	+6%	+$98.2K	0.7%	36
2020 Q1	$1.31M	Buy	34,524 +4,833	+16%	+$267K	0.72%	32
2019 Q4	$2.07M	Buy	+29,691	New	+$2.05M	0.92%	27

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

Independent Solutions Wealth Management's XOM Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its ExxonMobil (XOM) stake by 0.73% in Q2 2026, buying an estimated $41.5K and bringing the position to 38,344 shares worth $5.24M. The position accounts for 0.68% of the portfolio, ranked #35.

Independent Solutions Wealth Management first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.46M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Independent Solutions Wealth Management held 38,344 shares of ExxonMobil worth $5.24M as of Q2 2026.
Independent Solutions Wealth Management bought 277 ExxonMobil shares in Q2 2026, an estimated $41.5K.
ExxonMobil made up 0.68% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #35 holding.
Independent Solutions Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
Independent Solutions Wealth Management's ExxonMobil position peaked at $6.46M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.