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Inspirion Wealth Advisors’s ExxonMobil XOM Stock Holding History

Inspirion Wealth Advisors’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 		$910K Sell
6,676
-514
-7% -$76.9K 0.1% 80
2026
Q1 		$1.22M Buy
7,190
+969
+16% +$141K 0.15% 62
2025
Q4 		$749K Buy
6,221
+130
+2% +$15.1K 0.09% 86
2025
Q3 		$714K Sell
6,091
-1
-0% -$111 0.1% 77
2025
Q2 		$657K Sell
6,092
-37
-0.6% -$3.96K 0.09% 85
2025
Q1 		$729K Buy
6,129
+38
+0.6% +$4.2K 0.1% 71
2024
Q4 		$662K Hold
6,091
– – 0.09% 82
2024
Q3 		$714K Buy
6,091
+100
+2% +$11.5K 0.1% 77
2024
Q2 		$690K Hold
5,991
– – 0.11% 75
2024
Q1 		$696K Hold
5,991
– – 0.12% 76
2023
Q4 		$613K Sell
5,991
-666
-10% -$70K 0.11% 78
2023
Q3 		$783K Sell
6,657
-61
-0.9% -$6.69K 0.15% 61
2023
Q2 		$720K Hold
6,718
– – 0.14% 68
2023
Q1 		$737K Hold
6,718
– – 0.15% 64
2022
Q4 		$741K Sell
6,718
-200
-3% -$21.4K 0.16% 61
2022
Q3 		$604K Buy
6,918
+568
+9% +$51.9K 0.14% 69
2022
Q2 		$544K Sell
6,350
-167
-3% -$15.1K 0.12% 72
2022
Q1 		$538K Sell
6,517
-423
-6% -$32.9K 0.11% 63
2021
Q4 		$425K Buy
6,940
+431
+7% +$26.9K 0.09% 72
2021
Q3 		$383K Sell
6,509
-800
-11% -$45.6K 0.09% 67
2021
Q2 		$461K Sell
7,309
-317
-4% -$18.9K 0.11% 57
2021
Q1 		$426K Buy
7,626
+1,006
+15% +$52.7K 0.11% 59
2020
Q4 		$273K Sell
6,620
-10
-0.2% -$375 0.08% 73
2020
Q3 		$228K Buy
6,630
+517
+8% +$21.1K 0.08% 73
2020
Q2 		$273K Buy
6,113
+800
+15% +$35.9K 0.11% 62
2020
Q1 		$202K Sell
5,313
-179
-3% -$9.88K 0.1% 69
2019
Q4 		$383K Sell
5,492
-358
-6% -$24.8K 0.13% 52
2019
Q3 		$413K Sell
5,850
-450
-7% -$32.5K 0.18% 44
2019
Q2 		$483K Hold
6,300
– – 0.21% 42
2019
Q1 		$509K Hold
6,300
– – 0.23% 43
2018
Q4 		$430K Sell
6,300
-1,018
-14% -$79.9K 0.21% 42
2018
Q3 		$622K Buy
7,318
+112
+2% +$9.16K 0.26% 35
2018
Q2 		$596K Buy
7,206
+350
+5% +$27.9K 0.28% 33
2018
Q1 		$511K Hold
6,856
– – 0.25% 41
2017
Q4 		$573K Buy
6,856
+326
+5% +$27K 0.28% 35
2017
Q3 		$535K Hold
6,530
– – 0.27% 36
2017
Q2 		$527K Hold
6,530
– – 0.29% 35
2017
Q1 		$535K Sell
6,530
-48
-0.7% -$4.01K 0.3% 34
2016
Q4 		$594K Buy
6,578
+252
+4% +$22K 0.38% 30
2016
Q3 		$552K Sell
6,326
-150
-2% -$13.3K 0.36% 32
2016
Q2 		$607K Hold
6,476
– – 0.4% 31
2016
Q1 		$541K Hold
6,476
– – 0.38% 32
2015
Q4 		$505K Buy
6,476
+669
+12% +$53.5K 0.37% 32
2015
Q3 		$432K Buy
5,807
+1,393
+32% +$107K 0.34% 33
2015
Q2 		$367K Hold
4,414
– – 0.27% 37
2015
Q1 		$375K Hold
4,414
– – 0.3% 37
2014
Q4 		$408K Buy
+4,414
New +$412K 0.38% 34

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Inspirion Wealth Advisors's XOM Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its ExxonMobil (XOM) stake by 7.1% in Q2 2026, selling an estimated $76.9K and leaving 6,676 shares worth $910K. The position accounts for 0.1% of the portfolio, ranked #80.

Inspirion Wealth Advisors first reported a position in XOM in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.22M in Q1 2026. 2,181 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Inspirion Wealth Advisors held 6,676 shares of ExxonMobil worth $910K as of Q2 2026.
  • Inspirion Wealth Advisors sold 514 ExxonMobil shares in Q2 2026, an estimated $76.9K.
  • ExxonMobil made up 0.1% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Inspirion Wealth Advisors first reported a position in ExxonMobil in Q4 2014 and has held it in 47 quarters since.
  • Inspirion Wealth Advisors's ExxonMobil position peaked at $1.22M in Q1 2026.
  • 2,181 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.