Moller Wealth Partners’s ExxonMobil XOM Stock Holding History

Moller Wealth Partners’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	$391K	Buy	2,861 +155	+6%	+$23.2K	0.07%	56
2026 Q1	$459K	Buy	2,706 +13	+0.5%	+$1.9K	0.09%	45
2025 Q4	$324K	Hold	2,693	–	–	0.07%	56
2025 Q3	$304K	Buy	2,693 +4	+0.1%	+$445	0.06%	57
2025 Q2	$290K	Buy	2,689 +184	+7%	+$19.7K	0.06%	58
2025 Q1	$298K	Sell	2,505 -156	-6%	-$17.3K	0.07%	51
2024 Q4	$286K	Hold	2,661	–	–	0.08%	52
2024 Q3	$312K	Hold	2,661	–	–	0.08%	53
2024 Q2	$306K	Hold	2,661	–	–	0.08%	53
2024 Q1	$309K	Hold	2,661	–	–	0.08%	42
2023 Q4	$266K	Hold	2,661	–	–	0.08%	43
2023 Q3	$313K	Hold	2,661	–	–	0.1%	39
2023 Q2	$285K	Hold	2,661	–	–	0.09%	40
2023 Q1	$292K	Hold	2,661	–	–	0.09%	39
2022 Q4	$294K	Sell	2,661 -10	-0.4%	-$1.07K	0.09%	40
2022 Q3	$233K	Hold	2,671	–	–	0.08%	42
2022 Q2	$229K	Hold	2,671	–	–	0.08%	44
2022 Q1	$221K	Sell	2,671 -1,180	-31%	-$91.7K	0.07%	50
2021 Q4	$236K	Sell	3,851 -2,020	-34%	-$126K	0.08%	45
2021 Q3	$345K	Hold	5,871	–	–	0.11%	40
2021 Q2	$370K	Sell	5,871 -400	-6%	-$23.9K	0.12%	40
2021 Q1	$350K	Buy	6,271 +400	+7%	+$21K	0.12%	39
2020 Q4	$242K	Hold	5,871	–	–	0.1%	43
2020 Q3	$202K	Hold	5,871	–	–	0.09%	41
2020 Q2	$263K	Sell	5,871 -12	-0.2%	-$538	0.12%	42
2020 Q1	$223K	Hold	5,883	–	–	0.12%	45
2019 Q4	$411K	Hold	5,883	–	–	0.18%	38
2019 Q3	$415K	Hold	5,883	–	–	0.2%	37
2019 Q2	$451K	Hold	5,883	–	–	0.23%	38
2019 Q1	$475K	Sell	5,883 -3,040	-34%	-$232K	0.21%	38
2018 Q4	$639K	Buy	8,923 +3,040	+52%	+$239K	0.42%	35
2018 Q3	$500K	Hold	5,883	–	–	0.22%	29
2018 Q2	$487K	Hold	5,883	–	–	0.19%	31
2018 Q1	$439K	Sell	5,883 -800	-12%	-$63.9K	0.19%	30
2017 Q4	$559K	Hold	6,683	–	–	0.21%	34
2017 Q3	$548K	Sell	6,683 -1,300	-16%	-$103K	0.21%	32
2017 Q2	$644K	Buy	7,983 +300	+4%	+$24.5K	0.27%	29
2017 Q1	$630K	Hold	7,683	–	–	0.28%	31
2016 Q4	$693K	Hold	7,683	–	–	0.34%	28
2016 Q3	$671K	Hold	7,683	–	–	0.31%	30
2016 Q2	$720K	Hold	7,683	–	–	0.35%	29
2016 Q1	$642K	Hold	7,683	–	–	0.38%	28
2015 Q4	$599K	Sell	7,683 -947	-11%	-$75.7K	0.33%	28
2015 Q3	$642K	Buy	8,630 +946	+12%	+$72.9K	0.59%	23
2015 Q2	$639K	Sell	7,684 -947	-11%	-$81.4K	0.29%	31
2015 Q1	$734K	Hold	8,631	–	–	0.34%	29
2014 Q4	$798K	Buy	8,631 +647	+8%	+$60.3K	0.39%	27
2014 Q3	$751K	Sell	7,984 -924	-10%	-$92K	0.35%	32
2014 Q2	$897K	Hold	8,908	–	–	0.41%	31
2014 Q1	$870K	Buy	8,908 +300	+3%	+$28.6K	0.44%	30
2013 Q4	$871K	Buy	8,608 +12	+0.1%	+$1.11K	0.47%	31
2013 Q3	$739K	Sell	8,596 -98	-1%	-$8.84K	0.46%	31
2013 Q2	$785K	Buy	+8,694	New	+$782K	0.57%	30

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

Moller Wealth Partners's XOM Position: Q2 2026 in Review

Moller Wealth Partners increased its ExxonMobil (XOM) stake by 5.7% in Q2 2026, buying an estimated $23.2K and bringing the position to 2,861 shares worth $391K. The position accounts for 0.07% of the portfolio, ranked #56.

Moller Wealth Partners first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $897K in Q2 2014. 1,755 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Moller Wealth Partners held 2,861 shares of ExxonMobil worth $391K as of Q2 2026.
Moller Wealth Partners bought 155 ExxonMobil shares in Q2 2026, an estimated $23.2K.
ExxonMobil made up 0.07% of Moller Wealth Partners's portfolio in Q2 2026, its #56 holding.
Moller Wealth Partners first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
Moller Wealth Partners's ExxonMobil position peaked at $897K in Q2 2014.
1,755 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.