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Olistico Wealth’s ExxonMobil XOM Stock Holding History

Olistico 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 		$1.3M Buy
9,509
+1
+0% +$150 0.56% 40
2026
Q1 		$1.61M Buy
9,508
+1,640
+21% +$239K 0.79% 29
2025
Q4 		$947K Buy
7,868
+781
+11% +$90.6K 0.46% 44
2025
Q3 		$799K Sell
7,087
-143
-2% -$15.9K 0.42% 48
2025
Q2 		$779K Buy
7,230
+1,065
+17% +$114K 0.43% 46
2025
Q1 		$733K Sell
6,165
-1,000
-14% -$111K 0.45% 43
2024
Q4 		$771K Sell
7,165
-4
-0.1% -$468 0.45% 41
2024
Q3 		$840K Buy
7,169
+17
+0.2% +$1.96K 0.51% 37
2024
Q2 		$823K Buy
7,152
+2,849
+66% +$332K 0.53% 38
2024
Q1 		$500K Sell
4,303
-1,111
-21% -$116K 0.36% 60
2023
Q4 		$541K Buy
5,414
+172
+3% +$18.1K 0.42% 56
2023
Q3 		$616K Sell
5,242
-40
-0.8% -$4.39K 0.55% 47
2023
Q2 		$566K Sell
5,282
-1,098
-17% -$120K 0.48% 54
2023
Q1 		$700K Sell
6,380
-5,358
-46% -$593K 0.67% 39
2022
Q4 		$1.29M Buy
+11,738
New +$1.26M 1.4% 13

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Olistico Wealth's XOM Position: Q2 2026 in Review

Olistico Wealth increased its ExxonMobil (XOM) stake by 0.01% in Q2 2026, buying an estimated $150 and bringing the position to 9,509 shares worth $1.3M. The position accounts for 0.56% of the portfolio, ranked #40.

Olistico Wealth first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.61M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Olistico Wealth held 9,509 shares of ExxonMobil worth $1.3M as of Q2 2026.
  • Olistico Wealth bought 1 ExxonMobil share in Q2 2026, an estimated $150.
  • ExxonMobil made up 0.56% of Olistico Wealth's portfolio in Q2 2026, its #40 holding.
  • Olistico Wealth first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's ExxonMobil position peaked at $1.61M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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