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Rochester Wealth Strategies’s ExxonMobil XOM Stock Holding History

Rochester 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 		$854K Buy
6,243
+65
+1% +$9.73K 0.47% 18
2026
Q1 		$1.05M Sell
6,178
-8
-0.1% -$1.17K 0.64% 16
2025
Q4 		$744K Buy
+6,186
New +$717K 0.47% 16

Other funds holding XOM

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
Robeco Institutional Asset Management
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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

Rochester Wealth Strategies increased its ExxonMobil (XOM) stake by 1.1% in Q2 2026, buying an estimated $9.73K and bringing the position to 6,243 shares worth $854K. The position accounts for 0.47% of the portfolio, ranked #18.

Rochester Wealth Strategies first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q1 2026. 1,243 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Rochester Wealth Strategies held 6,243 shares of ExxonMobil worth $854K as of Q2 2026.
  • Rochester Wealth Strategies bought 65 ExxonMobil shares in Q2 2026, an estimated $9.73K.
  • ExxonMobil made up 0.47% of Rochester Wealth Strategies's portfolio in Q2 2026, its #18 holding.
  • Rochester Wealth Strategies first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Rochester Wealth Strategies's ExxonMobil position peaked at $1.05M in Q1 2026.
  • 1,243 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.