Kingswood Wealth Advisors’s ExxonMobil XOM Stock Holding History

Kingswood 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	$8.61M	Sell	62,994 -4,370	-6%	-$654K	0.35%	59
2026 Q1	$11.4M	Sell	67,364 -1,238	-2%	-$181K	0.54%	34
2025 Q4	$8.26M	Buy	68,602 +16,780	+32%	+$1.95M	0.4%	48
2025 Q3	$5.84M	Buy	51,822 +8,673	+20%	+$964K	0.35%	54
2025 Q2	$4.65M	Buy	43,149 +6,569	+18%	+$702K	0.37%	53
2025 Q1	$4.35M	Sell	36,580 -6,905	-16%	-$764K	0.4%	46
2024 Q4	$4.68M	Sell	43,485 -29,954	-41%	-$3.5M	0.35%	52
2024 Q3	$8.6M	Buy	73,439 +19,091	+35%	+$2.2M	0.61%	25
2024 Q2	$6.26M	Buy	54,348 +8,817	+19%	+$1.03M	0.56%	26
2024 Q1	$5.29M	Buy	45,531 +6,724	+17%	+$704K	0.61%	22
2023 Q4	$3.88M	Buy	38,807 +32,518	+517%	+$3.42M	0.44%	42
2023 Q3	$4.97M	Sell	6,289 -10,176	-62%	-$1.12M	0.85%	18
2023 Q2	$1.77M	Buy	+16,465	New	+$1.8M	0.56%	45

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

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

Kingswood Wealth Advisors reduced its ExxonMobil (XOM) stake by 6.5% in Q2 2026, selling an estimated $654K and leaving 62,994 shares worth $8.61M. The position accounts for 0.35% of the portfolio, ranked #59.

Kingswood Wealth Advisors first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.4M in Q1 2026. 2,113 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Kingswood Wealth Advisors held 62,994 shares of ExxonMobil worth $8.61M as of Q2 2026.
Kingswood Wealth Advisors sold 4,370 ExxonMobil shares in Q2 2026, an estimated $654K.
ExxonMobil made up 0.35% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Kingswood Wealth Advisors first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's ExxonMobil position peaked at $11.4M in Q1 2026.
2,113 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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