Invictus Private Wealth’s ExxonMobil XOM Stock Holding History

Invictus 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	–	Sell	-107,608	Closed	-$18.3M	–	95
2026 Q1	$18.3M	Sell	107,608 -6,902	-6%	-$1.01M	1.13%	19
2025 Q4	$13.8M	Sell	114,510 -1,477	-1%	-$171K	0.83%	21
2025 Q3	$13.1M	Sell	115,987 -1,879	-2%	-$209K	0.82%	21
2025 Q2	$12.7M	Sell	117,866 -585	-0.5%	-$62.5K	0.87%	21
2025 Q1	$14.1M	Sell	118,451 -583	-0.5%	-$64.5K	1.12%	20
2024 Q4	$12.8M	Sell	119,034 -6,150	-5%	-$719K	0.97%	20
2024 Q3	$14.7M	Sell	125,184 -5,801	-4%	-$670K	1.16%	19
2024 Q2	$15.1M	Sell	130,985 -4,075	-3%	-$475K	1.27%	19
2024 Q1	$15.7M	Sell	135,060 -2,502	-2%	-$262K	1.39%	17
2023 Q4	$13.8M	Sell	137,562 -2,802	-2%	-$294K	1.35%	16
2023 Q3	$16.5M	Sell	140,364 -1,708	-1%	-$187K	1.81%	15
2023 Q2	$15.2M	Sell	142,072 -1,723	-1%	-$188K	1.64%	15
2023 Q1	$15.8M	Sell	143,795 -557	-0.4%	-$61.6K	1.86%	15
2022 Q4	$15.9M	Buy	+144,352	New	+$15.5M	2.05%	14

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Invictus Private Wealth sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 107,608 shares — an estimated $18.3M sold.

Invictus Private Wealth first reported a position in XOM in Q4 2022 and held it in 14 quarters. The position peaked at $18.3M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Invictus Private Wealth reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Invictus Private Wealth sold 107,608 ExxonMobil shares in Q2 2026, an estimated $18.3M.
Invictus Private Wealth first reported a position in ExxonMobil in Q4 2022 and held it in 14 quarters.
Invictus Private Wealth's ExxonMobil position peaked at $18.3M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.