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Regent Peak Wealth Advisors’s ExxonMobil XOM Stock Holding History

Regent Peak Wealth Advisors’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 		– Sell
-8,287
Closed -$1.41M – 232
2026
Q1 		$1.41M Buy
8,287
+565
+7% +$82.5K 0.29% 44
2025
Q4 		$929K Buy
7,722
+1,756
+29% +$204K 0.18% 56
2025
Q3 		$673K Buy
+5,966
New +$663K 0.13% 63
2025
Q1 		$725K Buy
6,093
+364
+6% +$40.3K 0.17% 58
2024
Q4 		$616K Sell
5,729
-99
-2% -$11.6K 0.14% 71
2024
Q3 		$683K Sell
5,828
-25
-0.4% -$2.89K 0.16% 73
2024
Q2 		$674K Buy
5,853
+700
+14% +$81.5K 0.15% 77
2024
Q1 		$599K Sell
5,153
-183
-3% -$19.1K 0.15% 78
2023
Q4 		$533K Sell
5,336
-12,674
-70% -$1.33M 0.14% 79
2023
Q3 		$2.12M Buy
18,010
+37
+0.2% +$4.06K 0.65% 39
2023
Q2 		$1.93M Buy
17,973
+15
+0.1% +$1.64K 0.56% 45
2023
Q1 		$1.97M Buy
17,958
+41
+0.2% +$4.54K 0.61% 44
2022
Q4 		$1.98M Buy
17,917
+485
+3% +$52K 0.65% 41
2022
Q3 		$1.52M Buy
17,432
+597
+4% +$54.5K 0.54% 47
2022
Q2 		$1.44M Buy
16,835
+535
+3% +$48.3K 0.47% 50
2022
Q1 		$1.35M Buy
16,300
+752
+5% +$58.5K 0.39% 50
2021
Q4 		$951K Buy
15,548
+313
+2% +$19.6K 0.26% 58
2021
Q3 		$896K Sell
15,235
-91
-0.6% -$5.19K 0.26% 60
2021
Q2 		$882K Buy
15,326
+725
+5% +$43.3K 0.25% 62
2021
Q1 		$815K Buy
14,601
+828
+6% +$43.4K 0.27% 66
2020
Q4 		$568K Sell
13,773
-28,418
-67% -$1.07M 0.19% 77
2020
Q3 		$1.45M Sell
42,191
-895
-2% -$36.6K 0.62% 39
2020
Q2 		$1.93M Buy
43,086
+28,267
+191% +$1.27M 0.87% 23
2020
Q1 		$562K Buy
14,819
+7,877
+113% +$435K 0.31% 59
2019
Q4 		$484K Buy
+6,942
New +$480K 0.22% 73

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

Regent Peak Wealth Advisors's XOM Position: Q2 2026 in Review

Regent Peak Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 8,287 shares — an estimated $1.41M sold.

Regent Peak Wealth Advisors first reported a position in XOM in Q4 2019 and held it in 25 quarters. The position peaked at $2.12M in Q3 2023. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Regent Peak Wealth Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 8,287 ExxonMobil shares in Q2 2026, an estimated $1.41M.
  • Regent Peak Wealth Advisors first reported a position in ExxonMobil in Q4 2019 and held it in 25 quarters.
  • Regent Peak Wealth Advisors's ExxonMobil position peaked at $2.12M in Q3 2023.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.