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Intergy Private Wealth’s ExxonMobil XOM Stock Holding History

Intergy Private 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 		$313K Sell
2,290
-1
-0% -$150 0.07% 98
2026
Q1 		$389K Sell
2,291
-129
-5% -$18.8K 0.11% 77
2025
Q4 		$291K Sell
2,420
-68
-3% -$7.89K 0.09% 88
2025
Q3 		$281K Buy
2,488
+81
+3% +$9K 0.09% 87
2025
Q2 		$260K Sell
2,407
-156
-6% -$16.7K 0.09% 81
2025
Q1 		$305K Buy
2,563
+250
+11% +$27.6K 0.12% 74
2024
Q4 		$249K Buy
2,313
+78
+3% +$9.12K 0.09% 81
2024
Q3 		$262K Sell
2,235
-20
-0.9% -$2.31K 0.1% 73
2024
Q2 		$260K Buy
2,255
+227
+11% +$26.4K 0.11% 71
2024
Q1 		$236K Buy
+2,028
New +$212K 0.1% 76
2023
Q4 		– Sell
-1,836
Closed -$216K – 75
2023
Q3 		$216K Buy
+1,836
New +$201K 0.11% 71

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Intergy Private Wealth's XOM Position: Q2 2026 in Review

Intergy Private Wealth reduced its ExxonMobil (XOM) stake by 0.04% in Q2 2026, selling an estimated $150 and leaving 2,290 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #98.

Intergy Private Wealth first reported a position in XOM in Q3 2023 and has held it in 11 quarters since. The position peaked at $389K in Q1 2026. 999 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Intergy Private Wealth held 2,290 shares of ExxonMobil worth $313K as of Q2 2026.
  • Intergy Private Wealth sold 1 ExxonMobil share in Q2 2026, an estimated $150.
  • ExxonMobil made up 0.07% of Intergy Private Wealth's portfolio in Q2 2026, its #98 holding.
  • Intergy Private Wealth first reported a position in ExxonMobil in Q3 2023 and has held it in 11 quarters since.
  • Intergy Private Wealth's ExxonMobil position peaked at $389K in Q1 2026.
  • 999 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.