Members Wealth’s ExxonMobil XOM Stock Holding History

Members Wealth’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	$407K	Sell	2,975 -119	-4%	-$17.8K	0.22%	73
2026 Q1	$463K	Sell	3,094 -122	-4%	-$17.8K	0.28%	58
2025 Q4	$434K	Buy	3,216 +696	+28%	+$80.7K	0.27%	65
2025 Q3	$282K	Buy	+2,520	New	+$280K	0.18%	79
2025 Q1	$322K	Buy	2,710 +93	+4%	+$10.3K	0.24%	76
2024 Q4	$281K	Buy	+2,617	New	+$306K	0.21%	83
2024 Q2	$301K	Buy	+2,635	New	+$307K	0.2%	78

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

Members Wealth's XOM Position: Q2 2026 in Review

Members Wealth reduced its ExxonMobil (XOM) stake by 3.8% in Q2 2026, selling an estimated $17.8K and leaving 2,975 shares worth $407K. The position accounts for 0.22% of the portfolio, ranked #73.

Members Wealth first reported a position in XOM in Q2 2024 and has held it in 7 quarters since. The position peaked at $463K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Members Wealth held 2,975 shares of ExxonMobil worth $407K as of Q2 2026.
Members Wealth sold 119 ExxonMobil shares in Q2 2026, an estimated $17.8K.
ExxonMobil made up 0.22% of Members Wealth's portfolio in Q2 2026, its #73 holding.
Members Wealth first reported a position in ExxonMobil in Q2 2024 and has held it in 7 quarters since.
Members Wealth's ExxonMobil position peaked at $463K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.