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Pacific Wealth Strategies Group’s ExxonMobil XOM Stock Holding History

Pacific Wealth Strategies 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 		$273K Hold
2,000
– – 0.16% 49
2026
Q1 		$339K Hold
2,000
– – 0.21% 50
2025
Q4 		$241K Hold
2,000
– – 0.14% 53
2025
Q3 		$226K Hold
2,000
– – 0.14% 57
2025
Q2 		$223K Sell
2,000
-50
-2% -$5.34K 0.15% 52
2025
Q1 		$244K Sell
2,050
-50
-2% -$5.53K 0.18% 48
2024
Q4 		$226K Hold
2,100
– – 0.16% 48
2024
Q3 		$246K Hold
2,100
– – 0.18% 45
2024
Q2 		$242K Hold
2,100
– – 0.2% 45
2024
Q1 		$244K Hold
2,100
– – 0.2% 43
2023
Q4 		$210K Buy
2,100
+100
+5% +$10.5K 0.2% 43
2023
Q3 		$235K Hold
2,000
– – 0.25% 44
2023
Q2 		$215K Hold
2,000
– – 0.22% 46
2023
Q1 		$219K Hold
2,000
– – 0.25% 44
2022
Q4 		$221K Buy
+2,000
New +$214K 0.3% 41
2020
Q1 		– Sell
-27,264
Closed -$1.9M – 86
2019
Q4 		$1.9M Buy
27,264
+6,343
+30% +$439K 1.05% 36
2019
Q3 		$1.48M Buy
20,921
+2,999
+17% +$217K 0.91% 40
2019
Q2 		$1.37M Buy
17,922
+415
+2% +$32.1K 0.86% 44
2019
Q1 		$1.42M Buy
17,507
+900
+5% +$68.6K 0.91% 40
2018
Q4 		$1.13M Buy
16,607
+162
+1% +$12.7K 0.81% 48
2018
Q3 		$1.4M Buy
16,445
+2,286
+16% +$187K 0.89% 41
2018
Q2 		$1.17M Buy
14,159
+1,158
+9% +$92.3K 0.81% 45
2018
Q1 		$970K Buy
13,001
+1,828
+16% +$146K 0.69% 51
2017
Q4 		$935K Buy
11,173
+3,442
+45% +$285K 0.66% 51
2017
Q3 		$634K Buy
7,731
+618
+9% +$49.1K 0.5% 56
2017
Q2 		$574K Buy
7,113
+184
+3% +$15.1K 0.49% 56
2017
Q1 		$568K Buy
6,929
+3,090
+80% +$258K 0.49% 53
2016
Q4 		$347K Buy
+3,839
New +$335K 0.34% 59

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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

Pacific Wealth Strategies Group's XOM Position: Q2 2026 in Review

Pacific Wealth Strategies Group held its ExxonMobil (XOM) position steady in Q2 2026 at 2,000 shares worth $273K. The position accounts for 0.16% of the portfolio, ranked #49.

Pacific Wealth Strategies Group first reported a position in XOM in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.9M in Q4 2019. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Pacific Wealth Strategies Group held 2,000 shares of ExxonMobil worth $273K as of Q2 2026.
  • Pacific Wealth Strategies Group left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.16% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #49 holding.
  • Pacific Wealth Strategies Group first reported a position in ExxonMobil in Q4 2016 and has held it in 28 quarters since.
  • Pacific Wealth Strategies Group's ExxonMobil position peaked at $1.9M in Q4 2019.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.