PWC
XOM icon

Pathfinder Wealth Consulting’s ExxonMobil XOM Stock Holding History

Pathfinder Wealth Consulting’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
-11,305
Closed -$1.92M – 160
2026
Q1 		$1.92M Buy
11,305
+547
+5% +$79.8K 1.24% 22
2025
Q4 		$1.29M Buy
+10,758
New +$1.25M 0.82% 31

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

Pathfinder Wealth Consulting's XOM Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 11,305 shares — an estimated $1.92M sold.

Pathfinder Wealth Consulting first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $1.92M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 11,305 ExxonMobil shares in Q2 2026, an estimated $1.92M.
  • Pathfinder Wealth Consulting first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's ExxonMobil position peaked at $1.92M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.