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Pension & Wealth Management Advisors’s ExxonMobil XOM Stock Holding History

Pension & Wealth Management Advisors’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 		$552K Sell
4,037
-200
-5% -$29.9K 0.15% 94
2026
Q1 		$719K Buy
4,237
+1
+0% +$146 0.21% 76
2025
Q4 		$510K Buy
4,236
+572
+16% +$66.3K 0.15% 91
2025
Q3 		$413K Buy
3,664
+1
+0% +$111 0.13% 98
2025
Q2 		$395K Buy
3,663
+129
+4% +$13.8K 0.13% 97
2025
Q1 		$420K Sell
3,534
-285
-7% -$31.5K 0.16% 91
2024
Q4 		$411K Buy
3,819
+103
+3% +$12K 0.16% 91
2024
Q3 		$436K Sell
3,716
-161
-4% -$18.6K 0.22% 62
2024
Q2 		$446K Buy
3,877
+17
+0.4% +$1.98K 0.26% 53
2024
Q1 		$449K Buy
3,860
+24
+0.6% +$2.51K 0.3% 56
2023
Q4 		$384K Buy
3,836
+19
+0.5% +$2K 0.24% 56
2023
Q3 		$449K Sell
3,817
-2,485
-39% -$273K 0.32% 44
2023
Q2 		$622K Buy
6,302
+533
+9% +$58.2K 0.46% 32
2023
Q1 		$633K Sell
5,769
-2,135
-27% -$236K 0.5% 30
2022
Q4 		$872K Buy
+7,904
New +$847K 0.75% 20

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pension & Wealth Management Advisors's XOM Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its ExxonMobil (XOM) stake by 4.7% in Q2 2026, selling an estimated $29.9K and leaving 4,037 shares worth $552K. The position accounts for 0.15% of the portfolio, ranked #94.

Pension & Wealth Management Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $872K in Q4 2022. 4,106 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Pension & Wealth Management Advisors held 4,037 shares of ExxonMobil worth $552K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 200 ExxonMobil shares in Q2 2026, an estimated $29.9K.
  • ExxonMobil made up 0.15% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #94 holding.
  • Pension & Wealth Management Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Pension & Wealth Management Advisors's ExxonMobil position peaked at $872K in Q4 2022.
  • 4,106 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.