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Signature Wealth Management Partners’s ExxonMobil XOM Stock Holding History

Signature Wealth Management Partners’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 		– Sell
-10,860
Closed -$1.84M – 127
2026
Q1 		$1.84M Sell
10,860
-345
-3% -$50.3K 0.92% 18
2025
Q4 		$1.35M Sell
11,205
-24
-0.2% -$2.78K 0.67% 29
2025
Q3 		$1.27M Sell
11,229
-417
-4% -$46.4K 0.66% 28
2025
Q2 		$1.26M Buy
11,646
+2,306
+25% +$247K 0.72% 27
2025
Q1 		$1.11M Buy
9,340
+1,501
+19% +$166K 0.73% 26
2024
Q4 		$843K Buy
7,839
+1,100
+16% +$129K 0.58% 34
2024
Q3 		$790K Sell
6,739
-6,000
-47% -$693K 0.57% 36
2024
Q2 		$1.47M Buy
12,739
+5
+0% +$582 1.11% 18
2024
Q1 		$1.48M Buy
12,734
+340
+3% +$35.6K 1.2% 18
2023
Q4 		$1.24M Hold
12,394
– – 1.08% 19
2023
Q3 		$1.46M Hold
12,394
– – 1.43% 15
2023
Q2 		$1.33M Sell
12,394
-9,274
-43% -$1.01M 1.23% 17
2023
Q1 		$2.38M Sell
21,668
-250
-1% -$27.7K 2.2% 11
2022
Q4 		$2.42M Sell
21,918
-1,000
-4% -$107K 2.38% 11
2022
Q3 		$2M Sell
22,918
-1
-0% -$91 2.2% 11
2022
Q2 		$1.96M Sell
22,919
-1,320
-5% -$119K 2.01% 11
2022
Q1 		$2M Sell
24,239
-500
-2% -$38.9K 1.71% 12
2021
Q4 		$1.51M Sell
24,739
-500
-2% -$31.3K 1.28% 19
2021
Q3 		$1.49M Buy
25,239
+200
+0.8% +$11.4K 1.35% 20
2021
Q2 		$1.58M Hold
25,039
– – 1.43% 20
2021
Q1 		$1.4M Buy
25,039
+18,524
+284% +$971K 1.34% 20
2020
Q4 		$269K Buy
+6,515
New +$244K 0.27% 76

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

Signature Wealth Management Partners's XOM Position: Q2 2026 in Review

Signature Wealth Management Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 10,860 shares — an estimated $1.84M sold.

Signature Wealth Management Partners first reported a position in XOM in Q4 2020 and held it in 22 quarters. The position peaked at $2.42M in Q4 2022. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Signature Wealth Management Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Signature Wealth Management Partners sold 10,860 ExxonMobil shares in Q2 2026, an estimated $1.84M.
  • Signature Wealth Management Partners first reported a position in ExxonMobil in Q4 2020 and held it in 22 quarters.
  • Signature Wealth Management Partners's ExxonMobil position peaked at $2.42M in Q4 2022.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.