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Kellett Wealth Advisors’s ExxonMobil XOM Stock Holding History

Kellett 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 		$937K Sell
6,850
-930
-12% -$139K 0.44% 32
2026
Q1 		$1.32M Buy
7,780
+214
+3% +$31.2K 0.72% 26
2025
Q4 		$910K Buy
7,566
+1,168
+18% +$135K 0.52% 28
2025
Q3 		$721K Buy
6,398
+37
+0.6% +$4.11K 0.44% 31
2025
Q2 		$686K Sell
6,361
-208
-3% -$22.2K 0.45% 30
2025
Q1 		$781K Buy
6,569
+298
+5% +$33K 0.54% 28
2024
Q4 		$675K Sell
6,271
-86
-1% -$10.1K 0.46% 28
2024
Q3 		$745K Buy
6,357
+6
+0.1% +$693 0.53% 24
2024
Q2 		$731K Sell
6,351
-181
-3% -$21.1K 0.59% 24
2024
Q1 		$759K Buy
6,532
+106
+2% +$11.1K 0.53% 33
2023
Q4 		$642K Sell
6,426
-113
-2% -$11.9K 0.48% 34
2023
Q3 		$769K Buy
6,539
+6
+0.1% +$658 0.66% 19
2023
Q2 		$701K Buy
6,533
+2,919
+81% +$318K 0.64% 22
2023
Q1 		$396K Buy
3,614
+6
+0.2% +$664 0.38% 28
2022
Q4 		$398K Buy
3,608
+6
+0.2% +$643 0.39% 30
2022
Q3 		$399K Buy
3,602
+6
+0.2% +$548 0.49% 25
2022
Q2 		$308K Sell
3,596
-385
-10% -$34.7K 0.4% 35
2022
Q1 		$329K Buy
3,981
+7
+0.2% +$544 0.26% 39
2021
Q4 		$243K Buy
+3,974
New +$248K 0.19% 57

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

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

Kellett Wealth Advisors reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $139K and leaving 6,850 shares worth $937K. The position accounts for 0.44% of the portfolio, ranked #32.

Kellett Wealth Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.32M in Q1 2026. 1,599 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Kellett Wealth Advisors held 6,850 shares of ExxonMobil worth $937K as of Q2 2026.
  • Kellett Wealth Advisors sold 930 ExxonMobil shares in Q2 2026, an estimated $139K.
  • ExxonMobil made up 0.44% of Kellett Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Kellett Wealth Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Kellett Wealth Advisors's ExxonMobil position peaked at $1.32M in Q1 2026.
  • 1,599 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.