MOKAN Wealth Management’s ExxonMobil XOM Stock Holding History

MOKAN 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	$4.44M	Buy	32,444 +5,348	+20%	+$800K	1.69%	23
2026 Q1	$4.6M	Buy	27,096 +21,193	+359%	+$3.09M	2.03%	13
2025 Q4	$711K	Buy	5,903 +77	+1%	+$8.93K	0.32%	53
2025 Q3	$657K	Buy	5,826 +48	+0.8%	+$5.34K	0.33%	68
2025 Q2	$623K	Buy	5,778 +293	+5%	+$31.3K	0.35%	65
2025 Q1	$652K	Buy	5,485 +329	+6%	+$36.4K	0.39%	54
2024 Q4	$555K	Buy	+5,156	New	+$603K	0.35%	57

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

MOKAN Wealth Management's XOM Position: Q2 2026 in Review

MOKAN Wealth Management increased its ExxonMobil (XOM) stake by 20% in Q2 2026, buying an estimated $800K and bringing the position to 32,444 shares worth $4.44M. The position accounts for 1.69% of the portfolio, ranked #23.

MOKAN Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.6M in Q1 2026. 2,134 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

MOKAN Wealth Management held 32,444 shares of ExxonMobil worth $4.44M as of Q2 2026.
MOKAN Wealth Management bought 5,348 ExxonMobil shares in Q2 2026, an estimated $800K.
ExxonMobil made up 1.69% of MOKAN Wealth Management's portfolio in Q2 2026, its #23 holding.
MOKAN Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
MOKAN Wealth Management's ExxonMobil position peaked at $4.6M in Q1 2026.
2,134 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.