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Petros Family Wealth’s ExxonMobil XOM Stock Holding History

Petros Family Wealth’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 		$312K Sell
2,279
-94
-4% -$14.1K 0.19% 105
2026
Q1 		$403K Sell
2,373
-36
-1% -$5.25K 0.29% 74
2025
Q4 		$290K Buy
+2,409
New +$279K 0.19% 110

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Petros Family Wealth's XOM Position: Q2 2026 in Review

Petros Family Wealth reduced its ExxonMobil (XOM) stake by 4% in Q2 2026, selling an estimated $14.1K and leaving 2,279 shares worth $312K. The position accounts for 0.19% of the portfolio, ranked #105.

Petros Family Wealth first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $403K in Q1 2026. 1,598 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Petros Family Wealth held 2,279 shares of ExxonMobil worth $312K as of Q2 2026.
  • Petros Family Wealth sold 94 ExxonMobil shares in Q2 2026, an estimated $14.1K.
  • ExxonMobil made up 0.19% of Petros Family Wealth's portfolio in Q2 2026, its #105 holding.
  • Petros Family Wealth first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Petros Family Wealth's ExxonMobil position peaked at $403K in Q1 2026.
  • 1,598 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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