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	$479K	Sell	3,500 -4,000	-53%	-$599K	0.06%	311
2026 Q1	$1.27M	Buy	+7,500	New	+$1.09M	0.17%	139
2025 Q4	–	Sell	-5,600	Closed	-$631K	–	512
2025 Q3	$631K	Sell	5,600 -500	-8%	-$55.6K	0.09%	223
2025 Q2	$15.3K	Sell	6,100 -200	-3%	-$21.4K	﹤0.01%	451
2025 Q1	$749K	Hold	6,300	–	–	0.12%	185
2024 Q4	$678K	Buy	+6,300	New	+$737K	0.11%	189

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

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

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

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

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.