Mills Wealth Advisors’s ExxonMobil XOM Stock Holding History

Mills 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	$724K	Sell	5,295 -3,658	-41%	-$547K	0.23%	38
2026 Q1	$1.52M	Buy	8,953 +4,959	+124%	+$724K	0.53%	26
2025 Q4	$481K	Buy	3,994 +49	+1%	+$5.68K	0.19%	46
2025 Q3	$445K	Hold	3,945	–	–	0.18%	49
2025 Q2	$425K	Buy	3,945 +3	+0.1%	+$321	0.2%	47
2025 Q1	$469K	Buy	3,942 +503	+15%	+$55.6K	0.25%	41
2024 Q4	$370K	Buy	3,439 +272	+9%	+$31.8K	0.21%	41
2024 Q3	$371K	Hold	3,167	–	–	0.26%	38
2024 Q2	$365K	Sell	3,167 -162	-5%	-$18.9K	0.26%	38
2024 Q1	$387K	Hold	3,329	–	–	0.28%	38
2023 Q4	$333K	Buy	3,329 +5	+0.2%	+$526	0.25%	36
2023 Q3	$391K	Buy	3,324 +162	+5%	+$17.8K	0.31%	34
2023 Q2	$339K	Sell	3,162 -119	-4%	-$13K	0.26%	34
2023 Q1	$360K	Buy	3,281 +49	+2%	+$5.42K	0.29%	35
2022 Q4	$356K	Buy	+3,232	New	+$346K	0.32%	42

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

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

ANRF

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Mills Wealth Advisors reduced its ExxonMobil (XOM) stake by 41% in Q2 2026, selling an estimated $547K and leaving 5,295 shares worth $724K. The position accounts for 0.23% of the portfolio, ranked #38.

Mills Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.52M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Mills Wealth Advisors held 5,295 shares of ExxonMobil worth $724K as of Q2 2026.
Mills Wealth Advisors sold 3,658 ExxonMobil shares in Q2 2026, an estimated $547K.
ExxonMobil made up 0.23% of Mills Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Mills Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Mills Wealth Advisors's ExxonMobil position peaked at $1.52M in Q1 2026.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.