PWM
XOM icon

Penobscot Wealth Management’s ExxonMobil XOM Stock Holding History

Penobscot 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
-1,485
Closed -$252K – 119
2026
Q1 		$252K Buy
+1,485
New +$217K 0.07% 93
2025
Q2 		– Sell
-2,034
Closed -$242K – 101
2025
Q1 		$242K Buy
+2,034
New +$225K 0.1% 77

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Penobscot Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,485 shares — an estimated $252K sold.

Penobscot Wealth Management first reported a position in XOM in Q1 2025 and held it in 2 quarters. The position peaked at $252K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Penobscot Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Penobscot Wealth Management sold 1,485 ExxonMobil shares in Q2 2026, an estimated $252K.
  • Penobscot Wealth Management first reported a position in ExxonMobil in Q1 2025 and held it in 2 quarters.
  • Penobscot Wealth Management's ExxonMobil position peaked at $252K in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.