Partners Wealth Management’s ExxonMobil XOM Stock Holding History

Partners 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	–	Sell	-12,107	Closed	-$2.05M	–	115
2026 Q1	$2.05M	Sell	12,107 -20	-0.2%	-$2.92K	2.12%	10
2025 Q4	$1.46M	Sell	12,127 -148	-1%	-$17.2K	1.52%	15
2025 Q3	$1.38M	Sell	12,275 -3	-0%	-$333	1.37%	17
2025 Q2	$1.46M	Hold	12,278	–	–	1.66%	13
2025 Q1	$1.46M	Buy	12,278 +41	+0.3%	+$4.53K	1.66%	13
2024 Q4	$1.32M	Buy	+12,237	New	+$1.43M	1.5%	19

Other funds holding XOM

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

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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Partners Wealth Management's XOM Position: Q2 2026 in Review

Partners Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 12,107 shares — an estimated $2.05M sold.

Partners Wealth Management first reported a position in XOM in Q4 2024 and held it in 6 quarters. The position peaked at $2.05M in Q1 2026. 1,299 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Partners Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Partners Wealth Management sold 12,107 ExxonMobil shares in Q2 2026, an estimated $2.05M.
Partners Wealth Management first reported a position in ExxonMobil in Q4 2024 and held it in 6 quarters.
Partners Wealth Management's ExxonMobil position peaked at $2.05M in Q1 2026.
1,299 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.