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Northwest Financial Advisors’s ExxonMobil XOM Stock Holding History

Northwest Financial 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 		$276K Sell
2,019
-127
-6% -$19K 0.04% 69
2026
Q1 		$364K Sell
2,146
-1
-0% -$146 0.7% 44
2025
Q4 		$258K Sell
2,147
-659
-23% -$76.4K 0.53% 53
2025
Q3 		$316K Sell
2,806
-86
-3% -$9.56K 0.41% 66
2025
Q2 		$312K Sell
2,892
-3,019
-51% -$323K 0.43% 68
2025
Q1 		$703K Sell
5,911
-148
-2% -$16.4K 0.58% 42
2024
Q4 		$652K Buy
6,059
+626
+12% +$73.2K 0.54% 46
2024
Q3 		$637K Sell
5,433
-118
-2% -$13.6K 0.51% 44
2024
Q2 		$639K Buy
5,551
+73
+1% +$8.5K 0.65% 39
2024
Q1 		$637K Buy
5,478
+8
+0.1% +$837 0.7% 34
2023
Q4 		$547K Buy
+5,470
New +$575K 0.46% 39

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Northwest Financial Advisors's XOM Position: Q2 2026 in Review

Northwest Financial Advisors reduced its ExxonMobil (XOM) stake by 5.9% in Q2 2026, selling an estimated $19K and leaving 2,019 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #69.

Northwest Financial Advisors first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $703K in Q1 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Northwest Financial Advisors held 2,019 shares of ExxonMobil worth $276K as of Q2 2026.
  • Northwest Financial Advisors sold 127 ExxonMobil shares in Q2 2026, an estimated $19K.
  • ExxonMobil made up 0.04% of Northwest Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Northwest Financial Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Northwest Financial Advisors's ExxonMobil position peaked at $703K in Q1 2025.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.