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Nvest Wealth Strategies’s ExxonMobil XOM Stock Holding History

Nvest Wealth Strategies’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 		$30.7K Sell
225
-40
-15% -$5.99K 0.02% 72
2026
Q1 		$45K Buy
265
+1
+0.4% +$146 0.03% 59
2025
Q4 		$31.8K Buy
+264
New +$30.6K 0.02% 66

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Wealth Strategies's XOM Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its ExxonMobil (XOM) stake by 15% in Q2 2026, selling an estimated $5.99K and leaving 225 shares worth $30.7K. The position accounts for 0.02% of the portfolio, ranked #72.

Nvest Wealth Strategies first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $45K in Q1 2026. 2,864 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Nvest Wealth Strategies held 225 shares of ExxonMobil worth $30.7K as of Q2 2026.
  • Nvest Wealth Strategies sold 40 ExxonMobil shares in Q2 2026, an estimated $5.99K.
  • ExxonMobil made up 0.02% of Nvest Wealth Strategies's portfolio in Q2 2026, its #72 holding.
  • Nvest Wealth Strategies first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's ExxonMobil position peaked at $45K in Q1 2026.
  • 2,864 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.