Orca Wealth Management’s ExxonMobil XOM Stock Holding History

Orca 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	$4.09M	Sell	29,929 -2	-0%	-$299	2.46%	12
2026 Q1	$5.08M	Sell	29,931 -106	-0.4%	-$15.5K	3.61%	7
2025 Q4	$4.26M	Buy	30,037 +120	+0.4%	+$13.9K	3.05%	10
2025 Q3	$3.37M	Sell	29,917 -1,339	-4%	-$149K	2.55%	10
2025 Q2	$3.37M	Buy	31,256 +239	+0.8%	+$25.5K	2.84%	11
2025 Q1	$3.69M	Buy	31,017 +51	+0.2%	+$5.64K	3.3%	8
2024 Q4	$3.33M	Buy	+30,966	New	+$3.62M	3%	10

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

Orca Wealth Management's XOM Position: Q2 2026 in Review

Orca Wealth Management reduced its ExxonMobil (XOM) stake by 0.01% in Q2 2026, selling an estimated $299 and leaving 29,929 shares worth $4.09M. The position accounts for 2.46% of the portfolio, ranked #12.

Orca Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.08M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Orca Wealth Management held 29,929 shares of ExxonMobil worth $4.09M as of Q2 2026.
Orca Wealth Management sold 2 ExxonMobil shares in Q2 2026, an estimated $299.
ExxonMobil made up 2.46% of Orca Wealth Management's portfolio in Q2 2026, its #12 holding.
Orca Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Orca Wealth Management's ExxonMobil position peaked at $5.08M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.