Physician Wealth Advisors’s ExxonMobil XOM Stock Holding History

Physician Wealth 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	$502K	Buy	3,669 +526	+17%	+$78.7K	0.06%	116
2026 Q1	$533K	Buy	3,143 +81	+3%	+$11.8K	0.07%	104
2025 Q4	$368K	Buy	3,062 +290	+10%	+$33.6K	0.05%	122
2025 Q3	$313K	Buy	2,772 +829	+43%	+$92.2K	0.04%	136
2025 Q2	$209K	Buy	1,943 +198	+11%	+$21.2K	0.03%	177
2025 Q1	$207K	Sell	1,745 -103	-6%	-$11.4K	0.04%	177
2024 Q4	$199K	Sell	1,848 -50	-3%	-$5.85K	0.03%	185
2024 Q3	$228K	Buy	1,898 +2	+0.1%	+$231	0.04%	170
2024 Q2	$220K	Buy	1,896 +8	+0.4%	+$932	0.04%	166
2024 Q1	$224K	Buy	+1,888	New	+$198K	0.05%	151

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

Physician Wealth Advisors's XOM Position: Q2 2026 in Review

Physician Wealth Advisors increased its ExxonMobil (XOM) stake by 17% in Q2 2026, buying an estimated $78.7K and bringing the position to 3,669 shares worth $502K. The position accounts for 0.06% of the portfolio, ranked #116.

Physician Wealth Advisors first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $533K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Physician Wealth Advisors held 3,669 shares of ExxonMobil worth $502K as of Q2 2026.
Physician Wealth Advisors bought 526 ExxonMobil shares in Q2 2026, an estimated $78.7K.
ExxonMobil made up 0.06% of Physician Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Physician Wealth Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
Physician Wealth Advisors's ExxonMobil position peaked at $533K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.