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Net Worth Advisory Group’s ExxonMobil XOM Stock Holding History

Net Worth Advisory 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 		– Sell
-8,976
Closed -$1.52M – 476
2026
Q1 		$1.52M Sell
8,976
-124
-1% -$18.1K 0.32% 67
2025
Q4 		$1.1M Sell
9,100
-86
-0.9% -$9.97K 0.22% 77
2025
Q3 		$1.04M Sell
9,186
-3,595
-28% -$400K 0.3% 64
2025
Q2 		$1.38M Buy
12,781
+4,925
+63% +$526K 0.31% 72
2025
Q1 		$934K Sell
7,856
-1,529
-16% -$169K 0.29% 61
2024
Q4 		$1.01M Sell
9,385
-1,461
-13% -$171K 0.31% 53
2024
Q3 		$1.27M Buy
+10,846
New +$1.25M 0.38% 43

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
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Net Worth Advisory Group's XOM Position: Q2 2026 in Review

Net Worth Advisory Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 8,976 shares — an estimated $1.52M sold.

Net Worth Advisory Group first reported a position in XOM in Q3 2024 and held it in 7 quarters. The position peaked at $1.52M in Q1 2026. 843 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Net Worth Advisory Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 8,976 ExxonMobil shares in Q2 2026, an estimated $1.52M.
  • Net Worth Advisory Group first reported a position in ExxonMobil in Q3 2024 and held it in 7 quarters.
  • Net Worth Advisory Group's ExxonMobil position peaked at $1.52M in Q1 2026.
  • 843 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.