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Omnia Family Wealth’s ExxonMobil XOM Stock Holding History

Omnia Family 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 		$270K Buy
1,972
+73
+4% +$10.9K 0.07% 78
2026
Q1 		$322K Sell
1,899
-1,800
-49% -$263K 0.1% 59
2025
Q4 		$445K Buy
3,699
+588
+19% +$68.2K 0.13% 52
2025
Q3 		$351K Buy
3,111
+1,040
+50% +$116K 0.11% 65
2025
Q2 		$223K Sell
2,071
-1,124
-35% -$120K 0.08% 85
2025
Q1 		$380K Buy
+3,195
New +$353K 0.16% 50
2024
Q4 		– Sell
-1,724
Closed -$202K – 85
2024
Q3 		$202K Buy
+1,724
New +$199K 0.09% 77
2021
Q1 		– Sell
-5,845
Closed -$241K – 79
2020
Q4 		$241K Sell
5,845
-592
-9% -$22.2K 0.22% 63
2020
Q3 		$221K Buy
6,437
+3
+0% +$123 0.21% 63
2020
Q2 		$288K Sell
6,434
-82
-1% -$3.68K 0.28% 54
2020
Q1 		$247K Buy
6,516
+296
+5% +$16.3K 0.26% 59
2019
Q4 		$434K Sell
6,220
-3,408
-35% -$236K 0.2% 57
2019
Q3 		$680K Sell
9,628
-3,676
-28% -$266K 0.5% 34
2019
Q2 		$1.02M Sell
13,304
-342
-3% -$26.5K 0.51% 25
2019
Q1 		$1.1M Buy
13,646
+2,628
+24% +$200K 0.54% 25
2018
Q4 		$751K Sell
11,018
-739
-6% -$58K 0.41% 30
2018
Q3 		$1M Sell
11,757
-201
-2% -$16.4K 0.46% 26
2018
Q2 		$989K Buy
11,958
+5,272
+79% +$420K 0.46% 24
2018
Q1 		$499K Sell
6,686
-543
-8% -$43.4K 0.23% 42
2017
Q4 		$605K Buy
7,229
+796
+12% +$65.8K 0.28% 36
2017
Q3 		$527K Sell
6,433
-350
-5% -$27.8K 0.26% 38
2017
Q2 		$548K Buy
6,783
+411
+6% +$33.6K 0.26% 38
2017
Q1 		$523K Sell
6,372
-1,060
-14% -$88.6K 0.25% 39
2016
Q4 		$671K Buy
+7,432
New +$649K 0.33% 32

Other funds holding XOM

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Omnia Family Wealth's XOM Position: Q2 2026 in Review

Omnia Family Wealth increased its ExxonMobil (XOM) stake by 3.8% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,972 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #78.

Omnia Family Wealth first reported a position in XOM in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.1M in Q1 2019. 1,878 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Omnia Family Wealth held 1,972 shares of ExxonMobil worth $270K as of Q2 2026.
  • Omnia Family Wealth bought 73 ExxonMobil shares in Q2 2026, an estimated $10.9K.
  • ExxonMobil made up 0.07% of Omnia Family Wealth's portfolio in Q2 2026, its #78 holding.
  • Omnia Family Wealth first reported a position in ExxonMobil in Q4 2016 and has held it in 24 quarters since.
  • Omnia Family Wealth's ExxonMobil position peaked at $1.1M in Q1 2019.
  • 1,878 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.