Premier Path Wealth Partners’s ExxonMobil XOM Stock Holding History

Premier Path Wealth Partners’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	$4.73M	Buy	34,619 +1,007	+3%	+$151K	0.54%	43
2026 Q1	$5.7M	Sell	33,612 -3,100	-8%	-$452K	0.74%	31
2025 Q4	$4.42M	Buy	36,712 +910	+3%	+$106K	0.57%	38
2025 Q3	$4.04M	Sell	35,802 -104	-0.3%	-$11.6K	0.52%	39
2025 Q2	$3.87M	Buy	35,906 +955	+3%	+$102K	0.54%	39
2025 Q1	$4.16M	Sell	34,951 -1,871	-5%	-$207K	0.65%	35
2024 Q4	$3.96M	Buy	36,822 +11,704	+47%	+$1.37M	0.6%	37
2024 Q3	$2.94M	Sell	25,118 -1,108	-4%	-$128K	0.46%	45
2024 Q2	$3.02M	Buy	26,226 +4,629	+21%	+$539K	0.51%	39
2024 Q1	$2.51M	Sell	21,597 -292	-1%	-$30.6K	0.47%	45
2023 Q4	$2.19M	Buy	+21,889	New	+$2.3M	0.48%	43

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

Premier Path Wealth Partners's XOM Position: Q2 2026 in Review

Premier Path Wealth Partners increased its ExxonMobil (XOM) stake by 3% in Q2 2026, buying an estimated $151K and bringing the position to 34,619 shares worth $4.73M. The position accounts for 0.54% of the portfolio, ranked #43.

Premier Path Wealth Partners first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.7M in Q1 2026. 1,956 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Premier Path Wealth Partners held 34,619 shares of ExxonMobil worth $4.73M as of Q2 2026.
Premier Path Wealth Partners bought 1,007 ExxonMobil shares in Q2 2026, an estimated $151K.
ExxonMobil made up 0.54% of Premier Path Wealth Partners's portfolio in Q2 2026, its #43 holding.
Premier Path Wealth Partners first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's ExxonMobil position peaked at $5.7M in Q1 2026.
1,956 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.