Marshall & Sterling Wealth Advisors’s ExxonMobil XOM Stock Holding History

Marshall & Sterling 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	$268K	Hold	1,958	–	–	0.16%	89
2026 Q1	$332K	Sell	1,958 -206	-10%	-$30.1K	0.22%	74
2025 Q4	$260K	Sell	2,164 -39	-2%	-$4.52K	0.17%	77
2025 Q3	$248K	Sell	2,203 -280	-11%	-$31.1K	0.16%	76
2025 Q2	$267K	Sell	2,483 -331	-12%	-$35.4K	0.18%	70
2025 Q1	$335K	Buy	2,814 +414	+17%	+$45.8K	0.23%	65
2024 Q4	$258K	Buy	+2,400	New	+$281K	0.18%	75

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

Marshall & Sterling Wealth Advisors's XOM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 1,958 shares worth $268K. The position accounts for 0.16% of the portfolio, ranked #89.

Marshall & Sterling Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $335K in Q1 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Marshall & Sterling Wealth Advisors held 1,958 shares of ExxonMobil worth $268K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.16% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Marshall & Sterling Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's ExxonMobil position peaked at $335K in Q1 2025.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.