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Insight Wealth Strategies’s ExxonMobil XOM Stock Holding History

Insight Wealth Strategies’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 		$1.94M Sell
14,203
-2,164
-13% -$324K 0.19% 90
2026
Q1 		$2.78M Sell
16,367
-1,065
-6% -$155K 0.31% 91
2025
Q4 		$2.1M Buy
17,432
+1,564
+10% +$181K 0.24% 95
2025
Q3 		$1.79M Buy
15,868
+107
+0.7% +$11.9K 0.21% 97
2025
Q2 		$1.72M Sell
15,761
-140
-0.9% -$15K 0.22% 95
2025
Q1 		$1.89M Buy
15,901
+189
+1% +$20.9K 0.25% 95
2024
Q4 		$1.69M Buy
15,712
+663
+4% +$77.6K 0.23% 98
2024
Q3 		$1.76M Sell
15,049
-253
-2% -$29.2K 0.23% 105
2024
Q2 		$1.76M Buy
15,302
+261
+2% +$30.4K 0.25% 101
2024
Q1 		$1.75M Buy
15,041
+1,215
+9% +$127K 0.26% 98
2023
Q4 		$1.38M Buy
13,826
+51
+0.4% +$5.36K 0.22% 102
2023
Q3 		$1.62M Hold
13,775
– – 0.31% 68
2023
Q2 		$1.48M Sell
13,775
-265
-2% -$28.9K 0.28% 69
2023
Q1 		$1.54M Hold
14,040
– – 0.3% 57
2022
Q4 		$1.55M Sell
14,040
-4,155
-23% -$445K 0.3% 55
2022
Q3 		$1.56M Hold
18,195
– – 0.29% 52
2022
Q2 		$1.56M Buy
18,195
+4,225
+30% +$381K 0.29% 52
2022
Q1 		$1.15M Buy
13,970
+10,598
+314% +$824K 0.17% 96
2021
Q4 		$206K Sell
3,372
-590
-15% -$36.9K 0.03% 149
2021
Q3 		$233K Buy
+3,962
New +$226K 0.03% 174
2019
Q1 		– Sell
-5,019
Closed -$342K – 151
2018
Q4 		$342K Buy
+5,019
New +$394K 0.1% 109

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Insight Wealth Strategies's XOM Position: Q2 2026 in Review

Insight Wealth Strategies reduced its ExxonMobil (XOM) stake by 13% in Q2 2026, selling an estimated $324K and leaving 14,203 shares worth $1.94M. The position accounts for 0.19% of the portfolio, ranked #90.

Insight Wealth Strategies first reported a position in XOM in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.78M in Q1 2026. 1,599 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Insight Wealth Strategies held 14,203 shares of ExxonMobil worth $1.94M as of Q2 2026.
  • Insight Wealth Strategies sold 2,164 ExxonMobil shares in Q2 2026, an estimated $324K.
  • ExxonMobil made up 0.19% of Insight Wealth Strategies's portfolio in Q2 2026, its #90 holding.
  • Insight Wealth Strategies first reported a position in ExxonMobil in Q4 2018 and has held it in 21 quarters since.
  • Insight Wealth Strategies's ExxonMobil position peaked at $2.78M in Q1 2026.
  • 1,599 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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