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Motive Wealth Advisors’s ExxonMobil XOM Stock Holding History

Motive 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 		– Sell
-4,058
Closed -$688K – 102
2026
Q1 		$688K Buy
4,058
+18
+0.4% +$2.63K 0.32% 38
2025
Q4 		$486K Buy
4,040
+9
+0.2% +$1.04K 0.21% 47
2025
Q3 		$454K Sell
4,031
-20
-0.5% -$2.22K 0.2% 49
2025
Q2 		$437K Buy
4,051
+433
+12% +$46.3K 0.2% 47
2025
Q1 		$430K Sell
3,618
-31
-0.8% -$3.43K 0.23% 46
2024
Q4 		$393K Buy
3,649
+192
+6% +$22.5K 0.21% 48
2024
Q3 		$398K Hold
3,457
– – 0.24% 44
2024
Q2 		$398K Buy
3,457
+152
+5% +$17.7K 0.24% 44
2024
Q1 		$384K Buy
3,305
+1,276
+63% +$134K 0.23% 45
2023
Q4 		$203K Sell
2,029
-1,034
-34% -$109K 0.23% 43
2023
Q3 		$360K Sell
3,063
-264
-8% -$29K 0.4% 34
2023
Q2 		$357K Sell
3,327
-239
-7% -$26.1K 0.37% 34
2023
Q1 		$391K Sell
3,566
-711
-17% -$78.6K 0.43% 30
2022
Q4 		$472K Buy
4,277
+90
+2% +$9.64K 0.36% 33
2022
Q3 		$366K Buy
4,187
+1,737
+71% +$159K 0.3% 39
2022
Q2 		$210K Buy
+2,450
New +$221K 0.17% 75

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Motive Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 4,058 shares — an estimated $688K sold.

Motive Wealth Advisors first reported a position in XOM in Q2 2022 and held it in 16 quarters. The position peaked at $688K in Q1 2026. 1,011 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Motive Wealth Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Motive Wealth Advisors sold 4,058 ExxonMobil shares in Q2 2026, an estimated $688K.
  • Motive Wealth Advisors first reported a position in ExxonMobil in Q2 2022 and held it in 16 quarters.
  • Motive Wealth Advisors's ExxonMobil position peaked at $688K in Q1 2026.
  • 1,011 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.