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Next Level Private’s ExxonMobil XOM Stock Holding History

Next Level Private’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 		$5.41M Sell
39,564
-886
-2% -$133K 1.06% 22
2026
Q1 		$6.86M Buy
40,450
+1,052
+3% +$154K 1.55% 17
2025
Q4 		$4.74M Sell
39,398
-3,526
-8% -$409K 1.24% 19
2025
Q3 		$4.9M Buy
42,924
+278
+0.7% +$30.9K 1.42% 19
2025
Q2 		$4.6M Buy
42,646
+195
+0.5% +$20.8K 1.5% 20
2025
Q1 		$5.05M Buy
42,451
+177
+0.4% +$19.6K 1.88% 15
2024
Q4 		$4.55M Sell
42,274
-5,527
-12% -$647K 1.83% 18
2024
Q3 		$5.6M Buy
47,801
+435
+0.9% +$50.2K 2.3% 12
2024
Q2 		$5.45M Buy
47,366
+1,984
+4% +$231K 2.49% 11
2024
Q1 		$5.28M Buy
45,382
+1,459
+3% +$153K 2.42% 10
2023
Q4 		$4.39M Buy
43,923
+167
+0.4% +$17.6K 2.49% 10
2023
Q3 		$5.06M Buy
43,756
+130
+0.3% +$14.3K 3.36% 8
2023
Q2 		$4.57M Buy
43,626
+524
+1% +$57.2K 2.95% 8
2023
Q1 		$4.73M Buy
43,102
+97
+0.2% +$10.7K 3.72% 8
2022
Q4 		$4.66M Buy
43,005
+103
+0.2% +$11K 3.43% 6
2022
Q3 		$4.25M Sell
42,902
-3,887
-8% -$355K 3.74% 7
2022
Q2 		$4.01M Buy
46,789
+3,784
+9% +$341K 1.53% 10
2022
Q1 		$3.55M Sell
43,005
-1,697
-4% -$132K 2.87% 10
2021
Q4 		$2.73M Buy
+44,702
New +$2.79M 2.29% 12

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

Next Level Private's XOM Position: Q2 2026 in Review

Next Level Private reduced its ExxonMobil (XOM) stake by 2.2% in Q2 2026, selling an estimated $133K and leaving 39,564 shares worth $5.41M. The position accounts for 1.06% of the portfolio, ranked #22.

Next Level Private first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.86M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Next Level Private held 39,564 shares of ExxonMobil worth $5.41M as of Q2 2026.
  • Next Level Private sold 886 ExxonMobil shares in Q2 2026, an estimated $133K.
  • ExxonMobil made up 1.06% of Next Level Private's portfolio in Q2 2026, its #22 holding.
  • Next Level Private first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Next Level Private's ExxonMobil position peaked at $6.86M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.