Proactive Wealth Strategies’s ExxonMobil XOM Stock Holding History

Proactive Wealth Strategies’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	$1.31M	Sell	9,596 -16	-0.2%	-$2.4K	0.21%	100
2026 Q1	$1.63M	Buy	9,612 +4,849	+102%	+$708K	0.31%	78
2025 Q4	$573K	Buy	4,763 +21	+0.4%	+$2.44K	0.23%	91
2025 Q3	$535K	Buy	4,742 +61	+1%	+$6.78K	0.23%	89
2025 Q2	$505K	Buy	4,681 +1,236	+36%	+$132K	0.24%	90
2025 Q1	$410K	Buy	3,445 +31	+0.9%	+$3.43K	0.22%	91
2024 Q4	$367K	Buy	3,414 +29	+0.9%	+$3.39K	0.19%	94
2024 Q3	$397K	Buy	+3,385	New	+$391K	0.22%	86

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Proactive Wealth Strategies's XOM Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its ExxonMobil (XOM) stake by 0.17% in Q2 2026, selling an estimated $2.4K and leaving 9,596 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #100.

Proactive Wealth Strategies first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Proactive Wealth Strategies held 9,596 shares of ExxonMobil worth $1.31M as of Q2 2026.
Proactive Wealth Strategies sold 16 ExxonMobil shares in Q2 2026, an estimated $2.4K.
ExxonMobil made up 0.21% of Proactive Wealth Strategies's portfolio in Q2 2026, its #100 holding.
Proactive Wealth Strategies first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
Proactive Wealth Strategies's ExxonMobil position peaked at $1.63M in Q1 2026.
3,042 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.