Peterson Wealth Services’s ExxonMobil XOM Stock Holding History

Peterson Wealth Services’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	$3.47M	Buy	25,371 +707	+3%	+$106K	0.76%	41
2026 Q1	$4.18M	Buy	24,664 +9	+0%	+$1.31K	1.03%	27
2025 Q4	$2.97M	Buy	24,655 +21,750	+749%	+$2.52M	0.76%	34
2025 Q3	$2.8M	Sell	2,905 -21,886	-88%	-$2.43M	0.69%	35
2025 Q2	$2.67M	Buy	24,791 +689	+3%	+$73.7K	0.73%	37
2025 Q1	$2.87M	Buy	24,102 +1,997	+9%	+$221K	0.89%	34
2024 Q4	$2.38M	Buy	22,105 +1,097	+5%	+$128K	0.71%	39
2024 Q3	$2.46M	Buy	21,008 +1,224	+6%	+$141K	0.79%	37
2024 Q2	$2.28M	Buy	19,784 +3,333	+20%	+$388K	0.8%	41
2024 Q1	$1.91M	Buy	+16,451	New	+$1.72M	0.7%	44

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Peterson Wealth Services's XOM Position: Q2 2026 in Review

Peterson Wealth Services increased its ExxonMobil (XOM) stake by 2.9% in Q2 2026, buying an estimated $106K and bringing the position to 25,371 shares worth $3.47M. The position accounts for 0.76% of the portfolio, ranked #41.

Peterson Wealth Services first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.18M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Peterson Wealth Services held 25,371 shares of ExxonMobil worth $3.47M as of Q2 2026.
Peterson Wealth Services bought 707 ExxonMobil shares in Q2 2026, an estimated $106K.
ExxonMobil made up 0.76% of Peterson Wealth Services's portfolio in Q2 2026, its #41 holding.
Peterson Wealth Services first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
Peterson Wealth Services's ExxonMobil position peaked at $4.18M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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