IWN
XOM icon

Independent Wealth Network’s ExxonMobil XOM Stock Holding History

Independent Wealth Network’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 		$1.39M Buy
10,202
+1,315
+15% +$197K 0.35% 71
2026
Q1 		$1.51M Sell
8,887
-118
-1% -$17.2K 0.45% 51
2025
Q4 		$1.08M Buy
9,005
+190
+2% +$22K 0.33% 75
2025
Q3 		$994K Buy
8,815
+54
+0.6% +$6K 0.32% 79
2025
Q2 		$944K Buy
8,761
+150
+2% +$16K 0.34% 81
2025
Q1 		$1.02M Buy
8,611
+237
+3% +$26.2K 0.41% 66
2024
Q4 		$901K Buy
8,374
+70
+0.8% +$8.19K 0.37% 75
2024
Q3 		$973K Sell
8,304
-45
-0.5% -$5.2K 0.43% 60
2024
Q2 		$961K Buy
8,349
+795
+11% +$92.6K 0.45% 56
2024
Q1 		$878K Sell
7,554
-202
-3% -$21.1K 0.41% 63
2023
Q4 		$775K Sell
7,756
-528
-6% -$55.5K 0.41% 63
2023
Q3 		$974K Buy
8,284
+162
+2% +$17.8K 0.6% 43
2023
Q2 		$871K Buy
8,122
+433
+6% +$47.2K 0.52% 45
2023
Q1 		$843K Buy
7,689
+5
+0.1% +$553 0.54% 43
2022
Q4 		$848K Sell
7,684
-228
-3% -$24.4K 0.58% 36
2022
Q3 		$691K Sell
7,912
-93
-1% -$8.49K 0.54% 41
2022
Q2 		$686K Buy
8,005
+63
+0.8% +$5.68K 0.49% 49
2022
Q1 		$656K Sell
7,942
-434
-5% -$33.7K 0.42% 64
2021
Q4 		$513K Buy
8,376
+386
+5% +$24.1K 0.32% 86
2021
Q3 		$511K Buy
+7,990
New +$455K 0.33% 89

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Independent Wealth Network's XOM Position: Q2 2026 in Review

Independent Wealth Network increased its ExxonMobil (XOM) stake by 15% in Q2 2026, buying an estimated $197K and bringing the position to 10,202 shares worth $1.39M. The position accounts for 0.35% of the portfolio, ranked #71.

Independent Wealth Network first reported a position in XOM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.51M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Independent Wealth Network held 10,202 shares of ExxonMobil worth $1.39M as of Q2 2026.
  • Independent Wealth Network bought 1,315 ExxonMobil shares in Q2 2026, an estimated $197K.
  • ExxonMobil made up 0.35% of Independent Wealth Network's portfolio in Q2 2026, its #71 holding.
  • Independent Wealth Network first reported a position in ExxonMobil in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's ExxonMobil position peaked at $1.51M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.