PUREfi Wealth’s ExxonMobil XOM Stock Holding History

PUREfi Wealth’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	$1.71M	Sell	12,542 -1,488	-11%	-$223K	0.94%	26
2026 Q1	$2.38M	Buy	14,030 +373	+3%	+$54.4K	1.56%	13
2025 Q4	$1.64M	Buy	13,657 +2,883	+27%	+$334K	1.26%	19
2025 Q3	$1.21M	Buy	10,774 +543	+5%	+$60.4K	0.94%	25
2025 Q2	$1.1M	Buy	10,231 +1,374	+16%	+$147K	0.88%	25
2025 Q1	$1.05M	Buy	8,857 +1,174	+15%	+$130K	1.05%	16
2024 Q4	$826K	Buy	+7,683	New	+$899K	0.81%	24

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

PUREfi Wealth's XOM Position: Q2 2026 in Review

PUREfi Wealth reduced its ExxonMobil (XOM) stake by 11% in Q2 2026, selling an estimated $223K and leaving 12,542 shares worth $1.71M. The position accounts for 0.94% of the portfolio, ranked #26.

PUREfi Wealth first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

PUREfi Wealth held 12,542 shares of ExxonMobil worth $1.71M as of Q2 2026.
PUREfi Wealth sold 1,488 ExxonMobil shares in Q2 2026, an estimated $223K.
ExxonMobil made up 0.94% of PUREfi Wealth's portfolio in Q2 2026, its #26 holding.
PUREfi Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
PUREfi Wealth's ExxonMobil position peaked at $2.38M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.