Paragon Private Wealth Management’s ExxonMobil XOM Stock Holding History

Paragon Private 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	$1.2M	Buy	8,782 +5	+0.1%	+$748	0.31%	82
2026 Q1	$1.49M	Buy	8,777 +230	+3%	+$33.6K	0.47%	57
2025 Q4	$1.03M	Buy	8,547 +1,009	+13%	+$117K	0.32%	88
2025 Q3	$850K	Sell	7,538 -1,245	-14%	-$138K	0.28%	104
2025 Q2	$947K	Sell	8,783 -1,197	-12%	-$128K	0.38%	75
2025 Q1	$1.19M	Sell	9,980 -33	-0.3%	-$3.65K	0.55%	57
2024 Q4	$1.08M	Buy	10,013 +1,262	+14%	+$148K	0.5%	56
2024 Q3	$1.03M	Buy	8,751 +968	+12%	+$112K	0.51%	56
2024 Q2	$896K	Sell	7,783 -162	-2%	-$18.9K	0.51%	60
2024 Q1	$924K	Buy	7,945 +223	+3%	+$23.3K	0.55%	60
2023 Q4	$772K	Buy	7,722 +266	+4%	+$28K	0.54%	65
2023 Q3	$877K	Sell	7,456 -564	-7%	-$61.9K	0.72%	49
2023 Q2	$860K	Buy	8,020 +488	+6%	+$53.2K	0.68%	52
2023 Q1	$826K	Buy	7,532 +1,034	+16%	+$114K	0.7%	47
2022 Q4	$717K	Buy	6,498 +1,025	+19%	+$110K	0.65%	48
2022 Q3	$579K	Buy	5,473 +2,703	+98%	+$247K	0.56%	53
2022 Q2	$237K	Buy	+2,770	New	+$250K	0.25%	93

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

Paragon Private Wealth Management's XOM Position: Q2 2026 in Review

Paragon Private Wealth Management increased its ExxonMobil (XOM) stake by 0.06% in Q2 2026, buying an estimated $748 and bringing the position to 8,782 shares worth $1.2M. The position accounts for 0.31% of the portfolio, ranked #82.

Paragon Private Wealth Management first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.49M in Q1 2026. 2,087 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Paragon Private Wealth Management held 8,782 shares of ExxonMobil worth $1.2M as of Q2 2026.
Paragon Private Wealth Management bought 5 ExxonMobil shares in Q2 2026, an estimated $748.
ExxonMobil made up 0.31% of Paragon Private Wealth Management's portfolio in Q2 2026, its #82 holding.
Paragon Private Wealth Management first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
Paragon Private Wealth Management's ExxonMobil position peaked at $1.49M in Q1 2026.
2,087 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.