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San Luis Wealth Advisors’s ExxonMobil XOM Stock Holding History

San Luis 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 		$3.91M Sell
28,608
-1,279
-4% -$191K 0.59% 47
2026
Q1 		$5.07M Sell
29,887
-355
-1% -$51.8K 0.84% 40
2025
Q4 		$3.64M Buy
30,242
+985
+3% +$114K 0.61% 46
2025
Q3 		$3.3M Buy
29,257
+1,234
+4% +$137K 0.59% 43
2025
Q2 		$3.02M Buy
28,023
+3,684
+15% +$394K 0.65% 41
2025
Q1 		$2.9M Sell
24,339
-4,489
-16% -$496K 0.65% 39
2024
Q4 		$3.1M Buy
28,828
+195
+0.7% +$22.8K 0.59% 41
2024
Q3 		$3.36M Sell
28,633
-10,017
-26% -$1.16M 0.69% 37
2024
Q2 		$4.45M Buy
38,650
+705
+2% +$82.1K 1.07% 24
2024
Q1 		$4.41M Sell
37,945
-303
-0.8% -$31.7K 2.32% 10
2023
Q4 		$3.82M Sell
38,248
-614
-2% -$64.5K 1.62% 17
2023
Q3 		$4.57M Sell
38,862
-608
-2% -$66.7K 2.2% 13
2023
Q2 		$4.23M Sell
39,470
-1,346
-3% -$147K 1.49% 16
2023
Q1 		$4.48M Sell
40,816
-3,172
-7% -$351K 1.72% 12
2022
Q4 		$4.85M Sell
43,988
-4,762
-10% -$510K 4.52% 3
2022
Q3 		$4.26M Sell
48,750
-2,946
-6% -$269K 4.46% 5
2022
Q2 		$4.43M Buy
51,696
+11,367
+28% +$1.03M 5.09% 4
2022
Q1 		$2.47M Hold
40,329
– – 1.21% 13
2021
Q4 		$2.47M Sell
40,329
-8,904
-18% -$556K 2.51% 6
2021
Q3 		$2.9M Buy
+49,233
New +$2.81M 1.61% 11
2020
Q4 		$1.82M Buy
+44,111
New +$1.65M 1.17% 25

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

San Luis Wealth Advisors's XOM Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its ExxonMobil (XOM) stake by 4.3% in Q2 2026, selling an estimated $191K and leaving 28,608 shares worth $3.91M. The position accounts for 0.59% of the portfolio, ranked #47.

San Luis Wealth Advisors first reported a position in XOM in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.07M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • San Luis Wealth Advisors held 28,608 shares of ExxonMobil worth $3.91M as of Q2 2026.
  • San Luis Wealth Advisors sold 1,279 ExxonMobil shares in Q2 2026, an estimated $191K.
  • ExxonMobil made up 0.59% of San Luis Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • San Luis Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 21 quarters since.
  • San Luis Wealth Advisors's ExxonMobil position peaked at $5.07M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.