Oregon Pacific Wealth Management’s ExxonMobil XOM Stock Holding History

Oregon Pacific 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	$388K	Sell	2,838 -4	-0.1%	-$599	0.36%	63
2026 Q1	$482K	Sell	2,842 -199	-7%	-$29K	0.5%	51
2025 Q4	$366K	Sell	3,041 -1,572	-34%	-$182K	0.38%	64
2025 Q3	$520K	Buy	4,613 +47	+1%	+$5.22K	0.45%	52
2025 Q2	$492K	Sell	4,566 -22	-0.5%	-$2.35K	0.47%	54
2025 Q1	$546K	Sell	4,588 -44	-0.9%	-$4.87K	0.55%	51
2024 Q4	$498K	Buy	+4,632	New	+$542K	0.49%	55

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

Oregon Pacific Wealth Management's XOM Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its ExxonMobil (XOM) stake by 0.14% in Q2 2026, selling an estimated $599 and leaving 2,838 shares worth $388K. The position accounts for 0.36% of the portfolio, ranked #63.

Oregon Pacific Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $546K in Q1 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Oregon Pacific Wealth Management held 2,838 shares of ExxonMobil worth $388K as of Q2 2026.
Oregon Pacific Wealth Management sold 4 ExxonMobil shares in Q2 2026, an estimated $599.
ExxonMobil made up 0.36% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #63 holding.
Oregon Pacific Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Oregon Pacific Wealth Management's ExxonMobil position peaked at $546K in Q1 2025.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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