Portside Wealth Group’s ExxonMobil XOM Stock Holding History

Portside Wealth 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	$2.55M	Buy	18,670 +66	+0.4%	+$9.88K	0.3%	76
2026 Q1	$3.16M	Sell	18,604 -1,991	-10%	-$291K	0.43%	50
2025 Q4	$2.48M	Sell	20,595 -2,031	-9%	-$236K	0.33%	70
2025 Q3	$2.55M	Buy	22,626 +2,177	+11%	+$242K	0.35%	65
2025 Q2	$2.2M	Sell	20,449 -1,047	-5%	-$112K	0.33%	70
2025 Q1	$2.56M	Buy	21,496 +907	+4%	+$100K	0.42%	65
2024 Q4	$2.21M	Buy	20,589 +7,728	+60%	+$904K	0.37%	66
2024 Q3	$1.51M	Buy	12,861 +754	+6%	+$87.1K	0.26%	94
2024 Q2	$1.39M	Buy	12,107 +868	+8%	+$101K	0.27%	93
2024 Q1	$1.31M	Sell	11,239 -154	-1%	-$16.1K	0.24%	99
2023 Q4	$1.14M	Buy	11,393 +107	+0.9%	+$11.2K	0.21%	112
2023 Q3	$1.33M	Buy	11,286 +271	+2%	+$29.7K	0.25%	98
2023 Q2	$1.18M	Buy	+11,015	New	+$1.2M	0.22%	106

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

Portside Wealth Group's XOM Position: Q2 2026 in Review

Portside Wealth Group increased its ExxonMobil (XOM) stake by 0.35% in Q2 2026, buying an estimated $9.88K and bringing the position to 18,670 shares worth $2.55M. The position accounts for 0.3% of the portfolio, ranked #76.

Portside Wealth Group first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.16M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Portside Wealth Group held 18,670 shares of ExxonMobil worth $2.55M as of Q2 2026.
Portside Wealth Group bought 66 ExxonMobil shares in Q2 2026, an estimated $9.88K.
ExxonMobil made up 0.3% of Portside Wealth Group's portfolio in Q2 2026, its #76 holding.
Portside Wealth Group first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's ExxonMobil position peaked at $3.16M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.