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Parcion Private Wealth’s ExxonMobil XOM Stock Holding History

Parcion Private Wealth’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 		$1.57M Buy
11,484
+502
+5% +$75.1K 0.09% 132
2026
Q1 		$1.86M Buy
10,982
+251
+2% +$36.6K 0.12% 111
2025
Q4 		$1.29M Buy
10,731
+1,150
+12% +$133K 0.08% 123
2025
Q3 		$1.08M Buy
9,581
+1,898
+25% +$211K 0.07% 129
2025
Q2 		$828K Sell
7,683
-3,161
-29% -$338K 0.06% 136
2025
Q1 		$1.29M Sell
10,844
-165
-1% -$18.2K 0.11% 112
2024
Q4 		$1.18M Sell
11,009
-127
-1% -$14.9K 0.09% 116
2024
Q3 		$1.31M Buy
11,136
+3,882
+54% +$448K 0.11% 108
2024
Q2 		$835K Buy
7,254
+380
+6% +$44.3K 0.08% 117
2024
Q1 		$799K Hold
6,874
– – 0.07% 119
2023
Q4 		$687K Sell
6,874
-325
-5% -$34.2K 0.06% 122
2023
Q3 		$846K Buy
7,199
+325
+5% +$35.6K 0.09% 111
2023
Q2 		$737K Hold
6,874
– – 0.07% 116
2023
Q1 		$754K Hold
6,874
– – 0.08% 120
2022
Q4 		$758K Sell
6,874
-3,169
-32% -$340K 0.08% 120
2022
Q3 		$877K Hold
10,043
– – 0.1% 120
2022
Q2 		$874K Sell
10,043
-282
-3% -$25.4K 0.09% 130
2022
Q1 		$829K Sell
10,325
-1,124
-10% -$87.4K 0.08% 113
2021
Q4 		$822K Sell
11,449
-24
-0.2% -$1.5K 0.07% 115
2021
Q3 		$717K Buy
11,473
+142
+1% +$8.09K 0.06% 129
2021
Q2 		$715K Buy
11,331
+67
+0.6% +$4K 0.07% 127
2021
Q1 		$629K Buy
11,264
+13
+0.1% +$682 0.07% 130
2020
Q4 		$464K Sell
11,251
-177
-2% -$6.64K 0.06% 135
2020
Q3 		$377K Buy
11,428
+89
+0.8% +$3.64K 0.06% 141
2020
Q2 		$503K Buy
11,339
+157
+1% +$7.04K 0.09% 126
2020
Q1 		$425K Sell
11,182
-1,300
-10% -$71.8K 0.12% 109
2019
Q4 		$871K Buy
+12,482
New +$863K 0.19% 82

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

Parcion Private Wealth's XOM Position: Q2 2026 in Review

Parcion Private Wealth increased its ExxonMobil (XOM) stake by 4.6% in Q2 2026, buying an estimated $75.1K and bringing the position to 11,484 shares worth $1.57M. The position accounts for 0.09% of the portfolio, ranked #132.

Parcion Private Wealth first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.86M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Parcion Private Wealth held 11,484 shares of ExxonMobil worth $1.57M as of Q2 2026.
  • Parcion Private Wealth bought 502 ExxonMobil shares in Q2 2026, an estimated $75.1K.
  • ExxonMobil made up 0.09% of Parcion Private Wealth's portfolio in Q2 2026, its #132 holding.
  • Parcion Private Wealth first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Parcion Private Wealth's ExxonMobil position peaked at $1.86M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.