Selective Wealth Management’s ExxonMobil XOM Stock Holding History

Selective Wealth Management’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	$1.37M	Buy	9,321 +1,955	+27%	+$293K	0.36%	40
2026 Q1	$1.14M	Sell	7,366 -43	-0.6%	-$6.28K	0.34%	40
2025 Q4	$957K	Sell	7,409 -2,910	-28%	-$338K	0.3%	40
2025 Q3	$1.18M	Sell	10,319 -824	-7%	-$91.6K	0.38%	33
2025 Q2	$1.27M	Sell	11,143 -1,861	-14%	-$199K	0.46%	30
2025 Q1	$1.34M	Buy	13,004 +12	+0.1%	+$1.33K	0.58%	26
2024 Q4	$1.43M	Sell	12,992 -25	-0.2%	-$2.92K	0.58%	25
2024 Q3	$1.59M	Sell	13,017 -1,963	-13%	-$227K	0.66%	26
2024 Q2	$1.66M	Sell	14,980 -410	-3%	-$47.8K	0.73%	24
2024 Q1	$1.88M	Sell	15,390 -1,043	-6%	-$109K	0.82%	22
2023 Q4	$1.68M	Sell	16,433 -1,107	-6%	-$116K	0.85%	22
2023 Q3	$1.96M	Sell	17,540 -693	-4%	-$76K	1.07%	20
2023 Q2	$1.91M	Buy	+18,233	New	+$1.99M	0.95%	22
2022 Q4	$3.15M	Sell	27,801 -4,908	-15%	-$526K	1.66%	20
2022 Q3	$2.86M	Sell	32,709 -20,683	-39%	-$1.89M	1.22%	24
2022 Q2	$4.57M	Sell	53,392 -96	-0.2%	-$8.66K	1.63%	19
2022 Q1	$4.42M	Sell	53,488 -7,425	-12%	-$577K	1.6%	20
2021 Q4	$3.73M	Sell	60,913 -5,392	-8%	-$337K	1.52%	18
2021 Q3	$3.9M	Sell	66,305 -55,100	-45%	-$3.14M	2.07%	13
2021 Q2	$7.66M	Sell	121,405 -49,661	-29%	-$2.96M	6.1%	3
2021 Q1	$9.55M	Sell	171,066 -7,050	-4%	-$370K	8.69%	3
2020 Q4	$7.34M	Buy	178,116 +35,146	+25%	+$1.32M	4.74%	8
2020 Q3	$4.91M	Buy	142,970 +22,253	+18%	+$910K	3.85%	9
2020 Q2	$5.4M	Buy	120,717 +120,650	+180,075%	+$5.41M	4.47%	7
2020 Q1	$3K	Hold	67	–	–	﹤0.01%	260
2019 Q4	$5K	Hold	67	–	–	0.01%	229
2019 Q3	$5K	Buy	+67	New	+$4.84K	0.01%	229
2018 Q3	$22K	Buy	+261	New	+$21.3K	0.26%	54

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Selective Wealth Management's XOM Position: Q2 2026 in Review

Selective Wealth Management increased its ExxonMobil (XOM) stake by 27% in Q2 2026, buying an estimated $293K and bringing the position to 9,321 shares worth $1.37M. The position accounts for 0.36% of the portfolio, ranked #40.

Selective Wealth Management first reported a position in XOM in Q3 2018 and has held it in 28 quarters since. The position peaked at $9.55M in Q1 2021. 2,032 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Selective Wealth Management held 9,321 shares of ExxonMobil worth $1.37M as of Q2 2026.
Selective Wealth Management bought 1,955 ExxonMobil shares in Q2 2026, an estimated $293K.
ExxonMobil made up 0.36% of Selective Wealth Management's portfolio in Q2 2026, its #40 holding.
Selective Wealth Management first reported a position in ExxonMobil in Q3 2018 and has held it in 28 quarters since.
Selective Wealth Management's ExxonMobil position peaked at $9.55M in Q1 2021.
2,032 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.