NWM
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Northwest Wealth Management’s ExxonMobil XOM Stock Holding History

Northwest Wealth Management’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 		$1.47M Sell
10,787
-547
-5% -$81.9K 0.19% 65
2026
Q1 		$1.92M Buy
11,334
+178
+2% +$26K 0.29% 52
2025
Q4 		$1.34M Sell
11,156
-526
-5% -$61K 0.21% 62
2025
Q3 		$1.32M Buy
11,682
+806
+7% +$89.6K 0.22% 64
2025
Q2 		$1.17M Sell
10,876
-70
-0.6% -$7.48K 0.21% 63
2025
Q1 		$1.3M Sell
10,946
-15
-0.1% -$1.66K 0.26% 61
2024
Q4 		$1.18M Sell
10,961
-3,229
-23% -$378K 0.25% 62
2024
Q3 		$1.66M Sell
14,190
-12
-0.1% -$1.39K 0.39% 52
2024
Q2 		$1.63M Buy
14,202
+394
+3% +$45.9K 0.42% 49
2024
Q1 		$1.61M Buy
13,808
+16
+0.1% +$1.67K 0.44% 48
2023
Q4 		$1.38M Buy
13,792
+324
+2% +$34.1K 0.42% 54
2023
Q3 		$1.58M Sell
13,468
-7
-0.1% -$768 0.57% 44
2023
Q2 		$1.45M Buy
13,475
+7
+0.1% +$764 0.52% 48
2023
Q1 		$1.48M Buy
13,468
+2,975
+28% +$329K 0.56% 46
2022
Q4 		$1.16M Sell
10,493
-661
-6% -$70.8K 0.5% 54
2022
Q3 		$974K Buy
11,154
+412
+4% +$37.6K 0.43% 59
2022
Q2 		$920K Buy
10,742
+2,364
+28% +$213K 0.4% 59
2022
Q1 		$692K Buy
8,378
+340
+4% +$26.4K 0.34% 71
2021
Q4 		$492K Buy
8,038
+2,938
+58% +$184K 0.23% 82
2021
Q3 		$300K Sell
5,100
-3,170
-38% -$181K 0.15% 97
2021
Q2 		$522K Buy
8,270
+2,311
+39% +$138K 0.28% 74
2021
Q1 		$333K Sell
5,959
-356
-6% -$18.7K 0.21% 91
2020
Q4 		$260K Sell
6,315
-64
-1% -$2.4K 0.18% 96
2020
Q3 		$219K Sell
6,379
-39
-0.6% -$1.59K 0.18% 93
2020
Q2 		$287K Buy
6,418
+771
+14% +$34.6K 0.25% 78
2020
Q1 		$214K Buy
5,647
+1,689
+43% +$93.3K 0.22% 84
2019
Q4 		$276K Sell
3,958
-1,052
-21% -$72.7K 0.25% 82
2019
Q3 		$354K Sell
5,010
-38
-0.8% -$2.75K 0.29% 83
2019
Q2 		$387K Buy
5,048
+3
+0.1% +$232 0.31% 79
2019
Q1 		$408K Buy
5,045
+2
+0% +$152 0.31% 72
2018
Q4 		$344K Buy
5,043
+1,032
+26% +$81K 0.29% 75
2018
Q3 		$341K Sell
4,011
-432
-10% -$35.3K 0.26% 76
2018
Q2 		$368K Sell
4,443
-1,181
-21% -$94.1K 0.28% 72
2018
Q1 		$420K Buy
5,624
+1,359
+32% +$109K 0.31% 69
2017
Q4 		$357K Sell
4,265
-83
-2% -$6.87K 0.29% 67
2017
Q3 		$356K Sell
4,348
-2,683
-38% -$213K 0.5% 44
2017
Q2 		$568K Sell
7,031
-613
-8% -$50.2K 0.52% 46
2017
Q1 		$627K Buy
7,644
+765
+11% +$63.9K 0.58% 41
2016
Q4 		$621K Buy
+6,879
New +$601K 0.63% 40

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 Wealth Management's XOM Position: Q2 2026 in Review

Northwest Wealth Management reduced its ExxonMobil (XOM) stake by 4.8% in Q2 2026, selling an estimated $81.9K and leaving 10,787 shares worth $1.47M. The position accounts for 0.19% of the portfolio, ranked #65.

Northwest Wealth Management first reported a position in XOM in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.92M in Q1 2026. 1,907 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Northwest Wealth Management held 10,787 shares of ExxonMobil worth $1.47M as of Q2 2026.
  • Northwest Wealth Management sold 547 ExxonMobil shares in Q2 2026, an estimated $81.9K.
  • ExxonMobil made up 0.19% of Northwest Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Northwest Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 39 quarters since.
  • Northwest Wealth Management's ExxonMobil position peaked at $1.92M in Q1 2026.
  • 1,907 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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