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Onyx Bridge Wealth Group’s ExxonMobil XOM Stock Holding History

Onyx Bridge Wealth Group’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 		$1.65M Sell
12,041
-119
-1% -$17.8K 0.15% 119
2026
Q1 		$2.06M Buy
12,160
+327
+3% +$47.7K 0.22% 92
2025
Q4 		$1.42M Sell
11,833
-619
-5% -$71.8K 0.15% 119
2025
Q3 		$1.4M Buy
12,452
+1,351
+12% +$150K 0.15% 113
2025
Q2 		$1.2M Sell
11,101
-193
-2% -$20.6K 0.16% 106
2025
Q1 		$1.34M Sell
11,294
-850
-7% -$94K 0.19% 93
2024
Q4 		$1.31M Sell
12,144
-364
-3% -$42.6K 0.19% 87
2024
Q3 		$1.47M Buy
12,508
+354
+3% +$40.9K 0.22% 81
2024
Q2 		$1.4M Buy
12,154
+78
+0.6% +$9.08K 0.23% 79
2024
Q1 		$1.42M Buy
12,076
+1,176
+11% +$123K 0.25% 75
2023
Q4 		$1.09M Buy
10,900
+268
+3% +$28.2K 0.22% 69
2023
Q3 		$1.25M Buy
10,632
+69
+0.7% +$7.57K 0.29% 59
2023
Q2 		$1.13M Buy
10,563
+1,714
+19% +$187K 0.27% 71
2023
Q1 		$970K Sell
8,849
-135
-2% -$14.9K 0.39% 51
2022
Q4 		$993K Buy
8,984
+1,126
+14% +$121K 0.4% 37
2022
Q3 		$774K Sell
7,858
-255
-3% -$23.3K 0.35% 46
2022
Q2 		$707K Sell
8,113
-1,809
-18% -$163K 0.32% 41
2022
Q1 		$840K Sell
9,922
-1,436
-13% -$112K 0.32% 37
2021
Q4 		$722K Buy
11,358
+768
+7% +$48K 0.24% 51
2021
Q3 		$663K Buy
10,590
+178
+2% +$10.1K 0.25% 47
2021
Q2 		$597K Buy
10,412
+378
+4% +$22.6K 0.26% 40
2021
Q1 		$560K Buy
10,034
+2,104
+27% +$110K 0.28% 43
2020
Q4 		$327K Buy
+7,930
New +$297K 0.21% 47

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Onyx Bridge Wealth Group's XOM Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its ExxonMobil (XOM) stake by 0.98% in Q2 2026, selling an estimated $17.8K and leaving 12,041 shares worth $1.65M. The position accounts for 0.15% of the portfolio, ranked #119.

Onyx Bridge Wealth Group first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.06M in Q1 2026. 1,598 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Onyx Bridge Wealth Group held 12,041 shares of ExxonMobil worth $1.65M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 119 ExxonMobil shares in Q2 2026, an estimated $17.8K.
  • ExxonMobil made up 0.15% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #119 holding.
  • Onyx Bridge Wealth Group first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's ExxonMobil position peaked at $2.06M in Q1 2026.
  • 1,598 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.