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Miller Financial Services’s ExxonMobil XOM Stock Holding History

Miller Financial Services’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 		$506K Buy
+3,702
New +$554K 0.41% 77
2026
Q1 		– Sell
-1,711
Closed -$206K – 133
2025
Q4 		$206K Buy
+1,711
New +$198K 0.24% 98

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

Miller Financial Services's XOM Position: Q2 2026 in Review

Miller Financial Services opened a new position in ExxonMobil (XOM) in Q2 2026: 3,702 shares worth $506K. The stake represents 0.41% of the portfolio and ranks #77 among its holdings. This is a return to the name: Miller Financial Services previously reported a position in XOM as recently as Q4 2025.

Miller Financial Services first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Miller Financial Services held 3,702 shares of ExxonMobil worth $506K as of Q2 2026.
  • ExxonMobil was a new Miller Financial Services position in Q2 2026.
  • ExxonMobil made up 0.41% of Miller Financial Services's portfolio in Q2 2026, its #77 holding.
  • Miller Financial Services first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
  • 2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.