ShankerValleau Wealth Advisors’s ExxonMobil XOM Stock Holding History

ShankerValleau 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	$512K	Hold	3,742	–	–	0.13%	23
2026 Q1	$635K	Hold	3,742	–	–	0.18%	21
2025 Q4	$450K	Hold	3,742	–	–	0.12%	25
2025 Q3	$422K	Hold	3,742	–	–	0.11%	27
2025 Q2	$403K	Hold	3,742	–	–	0.12%	24
2025 Q1	$445K	Hold	3,742	–	–	0.14%	22
2024 Q4	$403K	Hold	3,742	–	–	0.13%	22
2024 Q3	$439K	Hold	3,742	–	–	0.15%	18
2024 Q2	$431K	Buy	3,742 +800	+27%	+$93.2K	0.18%	17
2024 Q1	$342K	Hold	2,942	–	–	0.16%	18
2023 Q4	$294K	Hold	2,942	–	–	0.15%	18
2023 Q3	$346K	Hold	2,942	–	–	0.19%	16
2023 Q2	$316K	Hold	2,942	–	–	0.17%	17
2023 Q1	$323K	Hold	2,942	–	–	0.19%	16
2022 Q4	$325K	Hold	2,942	–	–	0.2%	15
2022 Q3	$257K	Hold	2,942	–	–	0.17%	13
2022 Q2	$252K	Hold	2,942	–	–	0.16%	11
2022 Q1	$243K	Buy	+2,942	New	+$229K	0.15%	14

Other funds holding XOM

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

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

ShankerValleau Wealth Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 3,742 shares worth $512K. The position accounts for 0.13% of the portfolio, ranked #23.

ShankerValleau Wealth Advisors first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $635K in Q1 2026. 1,299 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

ShankerValleau Wealth Advisors held 3,742 shares of ExxonMobil worth $512K as of Q2 2026.
ShankerValleau Wealth Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.13% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #23 holding.
ShankerValleau Wealth Advisors first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
ShankerValleau Wealth Advisors's ExxonMobil position peaked at $635K in Q1 2026.
1,299 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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