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Instrumental Wealth’s ExxonMobil XOM Stock Holding History

Instrumental 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 		$728K Buy
5,323
+301
+6% +$45K 0.37% 31
2026
Q1 		$852K Buy
5,022
+34
+0.7% +$4.96K 0.52% 22
2025
Q4 		$741K Buy
4,988
+115
+2% +$13.3K 0.44% 25
2025
Q3 		$559K Buy
4,873
+52
+1% +$5.78K 0.39% 30
2025
Q2 		$544K Buy
4,821
+180
+4% +$19.2K 0.43% 26
2025
Q1 		$504K Sell
4,641
-1
-0% -$111 0.46% 27
2024
Q4 		$514K Sell
4,642
-44
-0.9% -$5.15K 0.49% 22
2024
Q3 		$581K Buy
4,686
+117
+3% +$13.5K 0.57% 23
2024
Q2 		$537K Buy
4,569
+205
+5% +$23.9K 0.55% 20
2024
Q1 		$501K Buy
4,364
+504
+13% +$52.7K 0.22% 24
2023
Q4 		$384K Buy
3,860
+163
+4% +$17.1K 0.42% 24
2023
Q3 		$412K Buy
3,697
+206
+6% +$22.6K 0.48% 18
2023
Q2 		$372K Sell
3,491
-63
-2% -$6.87K 0.45% 18
2023
Q1 		$384K Buy
+3,554
New +$393K 0.51% 16

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

Instrumental Wealth's XOM Position: Q2 2026 in Review

Instrumental Wealth increased its ExxonMobil (XOM) stake by 6% in Q2 2026, buying an estimated $45K and bringing the position to 5,323 shares worth $728K. The position accounts for 0.37% of the portfolio, ranked #31.

Instrumental Wealth first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $852K in Q1 2026. 1,560 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Instrumental Wealth held 5,323 shares of ExxonMobil worth $728K as of Q2 2026.
  • Instrumental Wealth bought 301 ExxonMobil shares in Q2 2026, an estimated $45K.
  • ExxonMobil made up 0.37% of Instrumental Wealth's portfolio in Q2 2026, its #31 holding.
  • Instrumental Wealth first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
  • Instrumental Wealth's ExxonMobil position peaked at $852K in Q1 2026.
  • 1,560 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.