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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
2025
Q1 		– Sell
-100
Closed -$10.8K – 457
2024
Q4 		$10.8K Hold
100
– – ﹤0.01% 414
2024
Q3 		$11.7K Hold
100
– – ﹤0.01% 390
2024
Q2 		$11.5K Hold
100
– – ﹤0.01% 362
2024
Q1 		$11.6K Buy
+100
New +$10.5K ﹤0.01% 363
2023
Q4 		– Sell
-100
Closed -$23.5K – 401
2023
Q3 		$23.5K Hold
100
– – ﹤0.01% 355
2023
Q2 		$10.7K Buy
+100
New +$10.9K ﹤0.01% 367

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
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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. 777 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.
  • 777 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.