Pinnacle Wealth Management Group’s ExxonMobil XOM Stock Holding History

Pinnacle Wealth Management Group’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	$304K	Buy	2,223 +4	+0.2%	+$599	0.14%	101
2026 Q1	$377K	Buy	2,219 +120	+6%	+$17.5K	0.18%	85
2025 Q4	$253K	Buy	2,099 +4	+0.2%	+$464	0.13%	109
2025 Q3	$236K	Sell	2,095 -513	-20%	-$57K	0.12%	116
2025 Q2	$281K	Sell	2,608 -1,627	-38%	-$174K	0.16%	103
2025 Q1	$504K	Hold	4,235	–	–	0.35%	54
2024 Q4	$456K	Hold	4,235	–	–	0.28%	63
2024 Q3	$496K	Hold	4,235	–	–	0.31%	62
2024 Q2	$488K	Hold	4,235	–	–	0.33%	54
2024 Q1	$492K	Hold	4,235	–	–	0.37%	56
2023 Q4	$423K	Sell	4,235 -380	-8%	-$39.9K	0.35%	60
2023 Q3	$543K	Hold	4,615	–	–	0.49%	48
2023 Q2	$495K	Sell	4,615 -1,100	-19%	-$120K	0.43%	50
2023 Q1	$627K	Buy	5,715 +300	+6%	+$33.2K	0.54%	42
2022 Q4	$597K	Hold	5,415	–	–	0.53%	43
2022 Q3	$473K	Hold	5,415	–	–	0.42%	52
2022 Q2	$464K	Hold	5,415	–	–	0.39%	56
2022 Q1	$447K	Hold	5,415	–	–	0.34%	71
2021 Q4	$331K	Hold	5,415	–	–	0.25%	94
2021 Q3	$319K	Hold	5,415	–	–	0.24%	93
2021 Q2	$342K	Buy	+5,415	New	+$323K	0.25%	94

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Pinnacle Wealth Management Group's XOM Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its ExxonMobil (XOM) stake by 0.18% in Q2 2026, buying an estimated $599 and bringing the position to 2,223 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #101.

Pinnacle Wealth Management Group first reported a position in XOM in Q2 2021 and has held it in 21 quarters since. The position peaked at $627K in Q1 2023. 1,145 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Pinnacle Wealth Management Group held 2,223 shares of ExxonMobil worth $304K as of Q2 2026.
Pinnacle Wealth Management Group bought 4 ExxonMobil shares in Q2 2026, an estimated $599.
ExxonMobil made up 0.14% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #101 holding.
Pinnacle Wealth Management Group first reported a position in ExxonMobil in Q2 2021 and has held it in 21 quarters since.
Pinnacle Wealth Management Group's ExxonMobil position peaked at $627K in Q1 2023.
1,145 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.