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Sax Wealth Advisors’s ExxonMobil XOM Stock Holding History

Sax 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 		$6.19M Buy
36,460
+6,159
+20% +$922K 0.25% 76
2026
Q1 		$3.65M Sell
30,301
-236
-0.8% -$34.4K 0.18% 89
2025
Q4 		$3.67M Buy
30,537
+4,734
+18% +$549K 0.17% 91
2025
Q3 		$2.91M Buy
25,803
+883
+4% +$98.2K 0.16% 87
2025
Q2 		$2.69M Buy
24,920
+238
+1% +$25.4K 0.16% 82
2025
Q1 		$2.94M Buy
24,682
+3,610
+17% +$399K 0.21% 67
2024
Q4 		$2.27M Buy
21,072
+1,628
+8% +$190K 0.18% 69
2024
Q3 		$2.28M Buy
19,444
+3,962
+26% +$457K 0.2% 56
2024
Q2 		$1.78M Buy
15,482
+2,026
+15% +$236K 0.17% 62
2024
Q1 		$1.56M Sell
13,456
-552
-4% -$57.8K 0.18% 55
2023
Q4 		$1.4M Sell
14,008
-2,825
-17% -$297K 0.23% 59
2023
Q3 		$1.98M Buy
16,833
+2,354
+16% +$258K 0.39% 45
2023
Q2 		$1.55M Buy
14,479
+4
+0% +$436 0.31% 50
2023
Q1 		$1.59M Sell
14,475
-1,671
-10% -$185K 0.34% 47
2022
Q4 		$1.78M Sell
16,146
-1,276
-7% -$137K 0.41% 43
2022
Q3 		$1.52M Buy
17,422
+98
+0.6% +$8.95K 0.39% 49
2022
Q2 		$1.48M Buy
17,324
+4
+0% +$361 0.38% 49
2022
Q1 		$1.43M Buy
17,320
+4
+0% +$311 0.35% 45
2021
Q4 		$1.06M Sell
17,316
-421
-2% -$26.3K 0.22% 68
2021
Q3 		$1.04M Sell
17,737
-143
-0.8% -$8.15K 0.25% 61
2021
Q2 		$1.13M Buy
17,880
+168
+0.9% +$10K 0.39% 50
2021
Q1 		$989K Buy
17,712
+1,202
+7% +$63K 0.36% 54
2020
Q4 		$681K Buy
+16,510
New +$619K 0.31% 60

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Sax Wealth Advisors increased its ExxonMobil (XOM) stake by 20% in Q2 2026, buying an estimated $922K and bringing the position to 36,460 shares worth $6.19M. The position accounts for 0.25% of the portfolio, ranked #76.

Sax Wealth Advisors first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. 1,010 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sax Wealth Advisors held 36,460 shares of ExxonMobil worth $6.19M as of Q2 2026.
  • Sax Wealth Advisors bought 6,159 ExxonMobil shares in Q2 2026, an estimated $922K.
  • ExxonMobil made up 0.25% of Sax Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Sax Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • 1,010 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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