Sarver Vrooman Wealth Advisors’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$178K Sell
1,285
-8
-0.6% -$1.2K 0.11% 25
2026
Q1
$219K Sell
1,293
-50
-4% -$7.3K 0.14% 20
2025
Q4
$162K Sell
1,343
-215
-14% -$24.9K 0.1% 21
2025
Q3
$176K Hold
1,558
0.11% 22
2025
Q2
$168K Buy
1,558
+731
+88% +$78.1K 0.11% 20
2025
Q1
$98.4K Buy
+827
New +$91.5K 0.07% 22

Other funds holding XOM

Sarver Vrooman Wealth Advisors's XOM Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its ExxonMobil (XOM) stake by 0.62% in Q2 2026, selling an estimated $1.2K and leaving 1,285 shares worth $178K. The position accounts for 0.11% of the portfolio, ranked #25.

Sarver Vrooman Wealth Advisors first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $219K in Q1 2026. 1,894 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 1,285 shares of ExxonMobil worth $178K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors sold 8 ExxonMobil shares in Q2 2026, an estimated $1.2K.
  • ExxonMobil made up 0.11% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's ExxonMobil position peaked at $219K in Q1 2026.
  • 1,894 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.