NRW
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Nova R Wealth’s ExxonMobil XOM Stock Holding History

Nova R Wealth’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 		$419K Sell
3,067
-64
-2% -$9.58K 0.12% 60
2026
Q1 		$531K Buy
3,131
+104
+3% +$15.2K 0.17% 58
2025
Q4 		$364K Buy
3,027
+236
+8% +$27.4K 0.13% 65
2025
Q3 		$315K Sell
2,791
-882
-24% -$98K 0.13% 66
2025
Q2 		$396K Buy
3,673
+494
+16% +$52.8K 0.18% 60
2025
Q1 		$378K Sell
3,179
-171
-5% -$18.9K 0.19% 60
2024
Q4 		$360K Sell
3,350
-125
-4% -$14.6K 0.18% 57
2024
Q3 		$407K Sell
3,475
-129
-4% -$14.9K 0.2% 57
2024
Q2 		$415K Sell
3,604
-266
-7% -$31K 0.21% 53
2024
Q1 		$450K Sell
3,870
-92
-2% -$9.63K 0.23% 52
2023
Q4 		$396K Buy
3,962
+448
+13% +$47.1K 0.25% 47
2023
Q3 		$413K Buy
3,514
+10
+0.3% +$1.1K 0.29% 47
2023
Q2 		$376K Sell
3,504
-900
-20% -$98.2K 0.25% 48
2023
Q1 		$483K Buy
4,404
+919
+26% +$102K 0.33% 45
2022
Q4 		$384K Sell
3,485
-213
-6% -$22.8K 0.28% 51
2022
Q3 		$323K Buy
3,698
+13
+0.4% +$1.19K 0.26% 50
2022
Q2 		$316K Sell
3,685
-240
-6% -$21.6K 0.26% 53
2022
Q1 		$324K Buy
3,925
+9
+0.2% +$700 0.28% 51
2021
Q4 		$240K Buy
+3,916
New +$245K 0.19% 71

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

Nova R Wealth's XOM Position: Q2 2026 in Review

Nova R Wealth reduced its ExxonMobil (XOM) stake by 2% in Q2 2026, selling an estimated $9.58K and leaving 3,067 shares worth $419K. The position accounts for 0.12% of the portfolio, ranked #60.

Nova R Wealth first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $531K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Nova R Wealth held 3,067 shares of ExxonMobil worth $419K as of Q2 2026.
  • Nova R Wealth sold 64 ExxonMobil shares in Q2 2026, an estimated $9.58K.
  • ExxonMobil made up 0.12% of Nova R Wealth's portfolio in Q2 2026, its #60 holding.
  • Nova R Wealth first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Nova R Wealth's ExxonMobil position peaked at $531K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.