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Ledgewood Wealth Advisors’s ExxonMobil XOM Stock Holding History

Ledgewood 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 		– Sell
-1,255
Closed -$213K – 79
2026
Q1 		$213K Buy
+1,255
New +$183K 0.12% 67

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Ledgewood Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,255 shares — an estimated $213K sold.

Ledgewood Wealth Advisors first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 1,938 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Ledgewood Wealth Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Ledgewood Wealth Advisors sold 1,255 ExxonMobil shares in Q2 2026, an estimated $213K.
  • Ledgewood Wealth Advisors first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
  • Ledgewood Wealth Advisors's ExxonMobil position peaked at $213K in Q1 2026.
  • 1,938 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.