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Prentice Wealth Management’s ExxonMobil XOM Stock Holding History

Prentice Wealth Management’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 		$1.89M Sell
13,857
-325
-2% -$48.6K 0.39% 36
2026
Q1 		$2.41M Sell
14,182
-914
-6% -$133K 0.54% 31
2025
Q4 		$1.82M Buy
15,096
+136
+0.9% +$15.8K 0.42% 35
2025
Q3 		$1.69M Buy
14,960
+274
+2% +$30.5K 0.42% 33
2025
Q2 		$1.58M Sell
14,686
-233
-2% -$24.9K 0.42% 33
2025
Q1 		$1.77M Sell
14,919
-454
-3% -$50.2K 0.51% 28
2024
Q4 		$1.65M Buy
15,373
+65
+0.4% +$7.6K 0.48% 29
2024
Q3 		$1.79M Buy
15,308
+20
+0.1% +$2.31K 0.53% 27
2024
Q2 		$1.76M Sell
15,288
-606
-4% -$70.6K 0.57% 28
2024
Q1 		$1.85M Buy
15,894
+839
+6% +$87.8K 0.64% 24
2023
Q4 		$1.51M Buy
15,055
+450
+3% +$47.3K 0.59% 23
2023
Q3 		$1.72M Sell
14,605
-1,280
-8% -$140K 0.78% 18
2023
Q2 		$1.7M Buy
15,885
+568
+4% +$62K 0.77% 18
2023
Q1 		$1.68M Sell
15,317
-1,168
-7% -$129K 0.8% 17
2022
Q4 		$1.82M Sell
16,485
-423
-3% -$45.3K 0.92% 17
2022
Q3 		$1.48M Buy
16,908
+175
+1% +$16K 0.81% 15
2022
Q2 		$1.43M Buy
16,733
+250
+2% +$22.5K 1.46% 9
2022
Q1 		$1.35M Sell
16,483
-242
-1% -$18.8K 0.65% 17
2021
Q4 		$1.03M Buy
16,725
+5,824
+53% +$364K 0.48% 25
2021
Q3 		$641K Buy
10,901
+90
+0.8% +$5.13K 0.31% 31
2021
Q2 		$682K Buy
10,811
+600
+6% +$35.8K 0.35% 29
2021
Q1 		$570K Buy
+10,211
New +$535K 0.32% 32

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Prentice Wealth Management's XOM Position: Q2 2026 in Review

Prentice Wealth Management reduced its ExxonMobil (XOM) stake by 2.3% in Q2 2026, selling an estimated $48.6K and leaving 13,857 shares worth $1.89M. The position accounts for 0.39% of the portfolio, ranked #36.

Prentice Wealth Management first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.41M in Q1 2026. 2,288 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Prentice Wealth Management held 13,857 shares of ExxonMobil worth $1.89M as of Q2 2026.
  • Prentice Wealth Management sold 325 ExxonMobil shares in Q2 2026, an estimated $48.6K.
  • ExxonMobil made up 0.39% of Prentice Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Prentice Wealth Management first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
  • Prentice Wealth Management's ExxonMobil position peaked at $2.41M in Q1 2026.
  • 2,288 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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