Old North State Wealth Management’s ExxonMobil XOM Stock Holding History

Old North State 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	$1.24M	Sell	9,028 -289	-3%	-$43.3K	0.53%	46
2026 Q1	$1.58M	Sell	9,317 -3,879	-29%	-$566K	0.73%	40
2025 Q4	$1.59M	Sell	13,196 -724	-5%	-$84K	0.75%	41
2025 Q3	$1.57M	Buy	13,920 +1,362	+11%	+$151K	0.74%	41
2025 Q2	$1.36M	Sell	12,558 -6,152	-33%	-$658K	0.71%	43
2025 Q1	$2.23M	Buy	18,710 +274	+1%	+$30.3K	1.24%	31
2024 Q4	$1.98M	Buy	18,436 +718	+4%	+$84K	1.12%	33
2024 Q3	$2.08M	Buy	17,718 +944	+6%	+$109K	1.16%	31
2024 Q2	$1.93M	Buy	16,774 +1,410	+9%	+$164K	1.27%	29
2024 Q1	$1.79M	Buy	15,364 +1,458	+10%	+$153K	1.17%	29
2023 Q4	$1.39M	Buy	13,906 +4	+0%	+$420	1.03%	33
2023 Q3	$1.63M	Buy	13,902 +3	+0%	+$329	1.44%	26
2023 Q2	$1.49M	Buy	+13,899	New	+$1.52M	1.31%	27

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Old North State Wealth Management's XOM Position: Q2 2026 in Review

Old North State Wealth Management reduced its ExxonMobil (XOM) stake by 3.1% in Q2 2026, selling an estimated $43.3K and leaving 9,028 shares worth $1.24M. The position accounts for 0.53% of the portfolio, ranked #46.

Old North State Wealth Management first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.23M in Q1 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Old North State Wealth Management held 9,028 shares of ExxonMobil worth $1.24M as of Q2 2026.
Old North State Wealth Management sold 289 ExxonMobil shares in Q2 2026, an estimated $43.3K.
ExxonMobil made up 0.53% of Old North State Wealth Management's portfolio in Q2 2026, its #46 holding.
Old North State Wealth Management first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
Old North State Wealth Management's ExxonMobil position peaked at $2.23M in Q1 2025.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.