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PFW Advisors’s ExxonMobil XOM Stock Holding History

PFW 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 		$271K Buy
1,983
+45
+2% +$6.74K 0.08% 106
2026
Q1 		$329K Buy
1,938
+3
+0.2% +$438 0.1% 95
2025
Q4 		$233K Sell
1,935
-292
-13% -$33.9K 0.07% 111
2025
Q3 		$251K Sell
2,227
-160
-7% -$17.8K 0.07% 112
2025
Q2 		$257K Sell
2,387
-657
-22% -$70.2K 0.08% 106
2025
Q1 		$362K Buy
3,044
+611
+25% +$67.6K 0.11% 95
2024
Q4 		$262K Buy
+2,433
New +$285K 0.08% 105
2024
Q2 		$340K Buy
2,955
+559
+23% +$65.1K 0.11% 96
2024
Q1 		$279K Sell
2,396
-1,019
-30% -$107K 0.09% 105
2023
Q4 		$341K Buy
+3,415
New +$359K 0.11% 97
2019
Q3 		$317K Buy
+2,704
New +$196K 0.1% 103

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFW Advisors's XOM Position: Q2 2026 in Review

PFW Advisors increased its ExxonMobil (XOM) stake by 2.3% in Q2 2026, buying an estimated $6.74K and bringing the position to 1,983 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #106.

PFW Advisors first reported a position in XOM in Q3 2019 and has held it in 11 quarters since. The position peaked at $362K in Q1 2025. 903 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • PFW Advisors held 1,983 shares of ExxonMobil worth $271K as of Q2 2026.
  • PFW Advisors bought 45 ExxonMobil shares in Q2 2026, an estimated $6.74K.
  • ExxonMobil made up 0.08% of PFW Advisors's portfolio in Q2 2026, its #106 holding.
  • PFW Advisors first reported a position in ExxonMobil in Q3 2019 and has held it in 11 quarters since.
  • PFW Advisors's ExxonMobil position peaked at $362K in Q1 2025.
  • 903 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.