Safir Wealth Advisors’s ExxonMobil XOM Stock Holding History

Safir 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	$250K	Hold	1,832	–	–	0.16%	13
2026 Q1	$311K	Hold	1,832	–	–	0.22%	11
2025 Q4	$220K	Hold	1,832	–	–	0.15%	13
2025 Q3	$207K	Buy	+1,832	New	+$204K	0.15%	16
2025 Q2	–	Sell	-1,832	Closed	-$218K	–	16
2025 Q1	$218K	Buy	+1,832	New	+$203K	0.17%	15
2024 Q4	–	Sell	-1,832	Closed	-$215K	–	18
2024 Q3	$215K	Hold	1,832	–	–	0.17%	17
2024 Q2	$211K	Hold	1,832	–	–	0.17%	15
2024 Q1	$213K	Buy	+1,832	New	+$192K	0.17%	15
2023 Q4	–	Sell	-1,832	Closed	-$215K	–	16
2023 Q3	$215K	Buy	+1,832	New	+$201K	0.21%	12
2023 Q2	–	Sell	-1,832	Closed	-$201K	–	17
2023 Q1	$201K	Sell	1,832 -175	-9%	-$19.4K	0.2%	14
2022 Q4	$221K	Buy	+2,007	New	+$215K	0.23%	14
2021 Q1	–	Sell	-1,340	Closed	-$55K	–	39
2020 Q4	$55K	Buy	+1,340	New	+$50.2K	0.05%	30

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Safir Wealth Advisors's XOM Position: Q2 2026 in Review

Safir Wealth Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 1,832 shares worth $250K. The position accounts for 0.16% of the portfolio, ranked #13.

Safir Wealth Advisors first reported a position in XOM in Q4 2020 and has held it in 12 quarters since. The position peaked at $311K in Q1 2026. 1,072 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Safir Wealth Advisors held 1,832 shares of ExxonMobil worth $250K as of Q2 2026.
Safir Wealth Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.16% of Safir Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Safir Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 12 quarters since.
Safir Wealth Advisors's ExxonMobil position peaked at $311K in Q1 2026.
1,072 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.