McGlone Suttner Wealth Management’s ExxonMobil XOM Stock Holding History

McGlone Suttner 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	$2.48M	Buy	18,114 +530	+3%	+$79.3K	0.29%	39
2026 Q1	$2.98M	Buy	17,584 +554	+3%	+$80.8K	0.4%	26
2025 Q4	$2.05M	Buy	17,030 +971	+6%	+$113K	0.28%	39
2025 Q3	$1.81M	Buy	16,059 +308	+2%	+$34.2K	0.25%	44
2025 Q2	$1.7M	Buy	15,751 +309	+2%	+$33K	0.26%	41
2025 Q1	$1.84M	Buy	15,442 +2,289	+17%	+$253K	0.3%	36
2024 Q4	$1.41M	Buy	13,153 +1,407	+12%	+$165K	0.24%	45
2024 Q3	$1.38M	Sell	11,746 -432	-4%	-$49.9K	0.29%	45
2024 Q2	$1.22M	Sell	12,178 -631	-5%	-$73.5K	0.25%	45
2024 Q1	$1.49M	Buy	12,809 +631	+5%	+$66K	0.28%	41
2023 Q4	$1.22M	Buy	12,178 +499	+4%	+$52.4K	0.24%	45
2023 Q3	$1.37M	Buy	11,679 +349	+3%	+$38.3K	0.32%	30
2023 Q2	$1.22M	Sell	11,330 -34	-0.3%	-$3.71K	0.28%	40
2023 Q1	$1.25M	Buy	11,364 +1,116	+11%	+$123K	0.32%	35
2022 Q4	$1.13M	Buy	+10,248	New	+$1.1M	0.36%	39

Other funds holding XOM

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

McGlone Suttner Wealth Management's XOM Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its ExxonMobil (XOM) stake by 3% in Q2 2026, buying an estimated $79.3K and bringing the position to 18,114 shares worth $2.48M. The position accounts for 0.29% of the portfolio, ranked #39.

McGlone Suttner Wealth Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.98M in Q1 2026. 1,755 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

McGlone Suttner Wealth Management held 18,114 shares of ExxonMobil worth $2.48M as of Q2 2026.
McGlone Suttner Wealth Management bought 530 ExxonMobil shares in Q2 2026, an estimated $79.3K.
ExxonMobil made up 0.29% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #39 holding.
McGlone Suttner Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
McGlone Suttner Wealth Management's ExxonMobil position peaked at $2.98M in Q1 2026.
1,755 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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