Nicholson Wealth Management Group’s ExxonMobil XOM Stock Holding History

Nicholson 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	$823K	Buy	6,016 +75	+1%	+$11.2K	0.48%	75
2026 Q1	$1.01M	Sell	5,941 -1,534	-21%	-$224K	0.59%	78
2025 Q4	$900K	Hold	7,475	–	–	0.53%	78
2025 Q3	$843K	Hold	7,475	–	–	0.49%	81
2025 Q2	$806K	Sell	7,475 -203	-3%	-$21.7K	0.5%	79
2025 Q1	$913K	Hold	7,678	–	–	0.6%	77
2024 Q4	$826K	Buy	7,678 +195	+3%	+$22.8K	0.55%	78
2024 Q3	$877K	Buy	+7,483	New	+$864K	0.72%	46

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

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

Nicholson Wealth Management Group increased its ExxonMobil (XOM) stake by 1.3% in Q2 2026, buying an estimated $11.2K and bringing the position to 6,016 shares worth $823K. The position accounts for 0.48% of the portfolio, ranked #75.

Nicholson Wealth Management Group first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Nicholson Wealth Management Group held 6,016 shares of ExxonMobil worth $823K as of Q2 2026.
Nicholson Wealth Management Group bought 75 ExxonMobil shares in Q2 2026, an estimated $11.2K.
ExxonMobil made up 0.48% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #75 holding.
Nicholson Wealth Management Group first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's ExxonMobil position peaked at $1.01M in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.