National Wealth Management Group’s ExxonMobil XOM Stock Holding History

National Wealth Management Group’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	$397K	Sell	2,905 -79	-3%	-$11.8K	0.12%	143
2026 Q1	$506K	Sell	2,984 -126	-4%	-$18.4K	0.19%	111
2025 Q4	$374K	Buy	3,110 +655	+27%	+$76K	0.13%	159
2025 Q3	$277K	Buy	+2,455	New	+$273K	0.1%	189
2024 Q2	–	Sell	-1,845	Closed	-$214K	–	157
2024 Q1	$214K	Buy	+1,845	New	+$193K	0.17%	123
2022 Q2	–	Sell	-2,605	Closed	-$215K	–	142
2022 Q1	$215K	Buy	+2,605	New	+$202K	0.21%	101

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

National Wealth Management Group's XOM Position: Q2 2026 in Review

National Wealth Management Group reduced its ExxonMobil (XOM) stake by 2.6% in Q2 2026, selling an estimated $11.8K and leaving 2,905 shares worth $397K. The position accounts for 0.12% of the portfolio, ranked #143.

National Wealth Management Group first reported a position in XOM in Q1 2022 and has held it in 6 quarters since. The position peaked at $506K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

National Wealth Management Group held 2,905 shares of ExxonMobil worth $397K as of Q2 2026.
National Wealth Management Group sold 79 ExxonMobil shares in Q2 2026, an estimated $11.8K.
ExxonMobil made up 0.12% of National Wealth Management Group's portfolio in Q2 2026, its #143 holding.
National Wealth Management Group first reported a position in ExxonMobil in Q1 2022 and has held it in 6 quarters since.
National Wealth Management Group's ExxonMobil position peaked at $506K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.