Outlook Wealth Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.8M | Sell |
27,763
-2,179
| -7% | -$326K | 0.82% | 28 |
|
|
2026
Q1 | $5.08M | Sell |
29,942
-3,300
| -10% | -$482K | 1.23% | 17 |
|
|
2025
Q4 | $4M | Buy |
33,242
+7,133
| +27% | +$827K | 0.9% | 25 |
|
|
2025
Q3 | $2.94M | Sell |
26,109
-31
| -0.1% | -$3.45K | 0.73% | 28 |
|
|
2025
Q2 | $2.82M | Sell |
26,140
-1,911
| -7% | -$204K | 0.72% | 24 |
|
|
2025
Q1 | $3.34M | Buy |
28,051
+69
| +0.2% | +$7.63K | 0.93% | 22 |
|
|
2024
Q4 | $3.01M | Sell |
27,982
-21
| -0.1% | -$2.46K | 0.86% | 24 |
|
|
2024
Q3 | $3.28M | Sell |
28,003
-525
| -2% | -$60.6K | 0.94% | 23 |
|
|
2024
Q2 | $3.28M | Buy |
28,528
+5,759
| +25% | +$671K | 1.02% | 22 |
|
|
2024
Q1 | $2.65M | Sell |
22,769
-7,248
| -24% | -$758K | 0.82% | 28 |
|
|
2023
Q4 | $3M | Sell |
30,017
-368
| -1% | -$38.7K | 1.05% | 23 |
|
|
2023
Q3 | $3.57M | Buy |
30,385
+590
| +2% | +$64.7K | 1.36% | 17 |
|
|
2023
Q2 | $3.2M | Buy |
29,795
+412
| +1% | +$45K | 1.21% | 19 |
|
|
2023
Q1 | $3.22M | Sell |
29,383
-122
| -0.4% | -$13.5K | 1.43% | 13 |
|
|
2022
Q4 | $3.25M | Sell |
29,505
-1,060
| -3% | -$114K | 1.55% | 12 |
|
|
2022
Q3 | $2.67M | Sell |
30,565
-1,203
| -4% | -$110K | 1.2% | 21 |
|
|
2022
Q2 | $2.72M | Sell |
31,768
-1,098
| -3% | -$99K | 1.11% | 22 |
|
|
2022
Q1 | $2.71M | Sell |
32,866
-2,919
| -8% | -$227K | 0.91% | 20 |
|
|
2021
Q4 | $2.19M | Sell |
35,785
-2,049
| -5% | -$128K | 0.64% | 31 |
|
|
2021
Q3 | $2.23M | Buy |
37,834
+4,603
| +14% | +$262K | 0.73% | 33 |
|
|
2021
Q2 | $2.1M | Sell |
33,231
-301
| -0.9% | -$18K | 0.67% | 39 |
|
|
2021
Q1 | $1.87M | Sell |
33,532
-5,770
| -15% | -$303K | 0.65% | 37 |
|
|
2020
Q4 | $1.62M | Buy |
39,302
+12,776
| +48% | +$479K | 0.59% | 45 |
|
|
2020
Q3 | $911K | Sell |
26,526
-1,512
| -5% | -$61.8K | 0.36% | 62 |
|
|
2020
Q2 | $1.25M | Sell |
28,038
-1,617
| -5% | -$72.5K | 0.53% | 52 |
|
|
2020
Q1 | $1.13M | Buy |
29,655
+25,112
| +553% | +$1.39M | 0.64% | 41 |
|
|
2019
Q4 | $502K | Sell |
4,543
-25,566
| -85% | -$1.77M | 0.28% | 59 |
|
|
2019
Q3 | $2.13M | Sell |
30,109
-67
| -0.2% | -$4.84K | 1.27% | 17 |
|
|
2019
Q2 | $2.31M | Buy |
30,176
+19,646
| +187% | +$1.52M | 1.52% | 12 |
|
|
2019
Q1 | $851K | Sell |
10,530
-46,030
| -81% | -$3.51M | 0.7% | 35 |
|
|
2018
Q4 | $3.86M | Buy |
+56,560
| New | +$4.44M | 1.76% | 10 |
|
Other funds holding XOM
Outlook Wealth Advisors's XOM Position: Q2 2026 in Review
Outlook Wealth Advisors reduced its ExxonMobil (XOM) stake by 7.3% in Q2 2026, selling an estimated $326K and leaving 27,763 shares worth $3.8M. The position accounts for 0.82% of the portfolio, ranked #28.
Outlook Wealth Advisors first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.08M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Outlook Wealth Advisors held 27,763 shares of ExxonMobil worth $3.8M as of Q2 2026.
- Outlook Wealth Advisors sold 2,179 ExxonMobil shares in Q2 2026, an estimated $326K.
- ExxonMobil made up 0.82% of Outlook Wealth Advisors's portfolio in Q2 2026, its #28 holding.
- Outlook Wealth Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
- Outlook Wealth Advisors's ExxonMobil position peaked at $5.08M in Q1 2026.
- 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.