Laurel Oak Wealth Management’s ExxonMobil XOM Stock Holding History

Laurel Oak Wealth Management’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	$3.66M	Sell	26,756 -1,756	-6%	-$263K	0.53%	41
2026 Q1	$4.84M	Sell	28,512 -8,722	-23%	-$1.27M	0.81%	29
2025 Q4	$4.48M	Buy	+37,234	New	+$4.32M	0.75%	29

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

Laurel Oak Wealth Management's XOM Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its ExxonMobil (XOM) stake by 6.2% in Q2 2026, selling an estimated $263K and leaving 26,756 shares worth $3.66M. The position accounts for 0.53% of the portfolio, ranked #41.

Laurel Oak Wealth Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.84M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Laurel Oak Wealth Management held 26,756 shares of ExxonMobil worth $3.66M as of Q2 2026.
Laurel Oak Wealth Management sold 1,756 ExxonMobil shares in Q2 2026, an estimated $263K.
ExxonMobil made up 0.53% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #41 holding.
Laurel Oak Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's ExxonMobil position peaked at $4.84M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.