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Smallwood Wealth Investment Management’s ExxonMobil XOM Stock Holding History

Smallwood Wealth Investment 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 		$1.72M Buy
12,577
+79
+0.6% +$11.8K 0.75% 26
2026
Q1 		$2.12M Sell
12,498
-59
-0.5% -$8.61K 1.12% 19
2025
Q4 		$1.51M Sell
12,557
-145
-1% -$16.8K 0.79% 26
2025
Q3 		$1.43M Buy
12,702
+11
+0.1% +$1.22K 0.73% 26
2025
Q2 		$1.37M Buy
12,691
+15
+0.1% +$1.6K 0.78% 24
2025
Q1 		$1.51M Sell
12,676
-573
-4% -$63.4K 0.95% 20
2024
Q4 		$1.43M Sell
13,249
-52
-0.4% -$6.08K 0.97% 21
2024
Q3 		$1.56M Buy
13,301
+40
+0.3% +$4.62K 1.11% 17
2024
Q2 		$1.53M Sell
13,261
-781
-6% -$91K 1.18% 17
2024
Q1 		$1.63M Buy
14,042
+188
+1% +$19.7K 1.27% 16
2023
Q4 		$1.39M Buy
13,854
+136
+1% +$14.3K 1.15% 19
2023
Q3 		$1.61M Buy
13,718
+4
+0% +$439 1.47% 16
2023
Q2 		$1.47M Buy
13,714
+87
+0.6% +$9.49K 1.31% 17
2023
Q1 		$1.49M Sell
13,627
-3,995
-23% -$442K 1.42% 17
2022
Q4 		$1.94M Sell
17,622
-427
-2% -$45.8K 1.65% 15
2022
Q3 		$1.58M Buy
18,049
+55
+0.3% +$5.02K 1.42% 13
2022
Q2 		$1.54M Sell
17,994
-181
-1% -$16.3K 1.56% 15
2022
Q1 		$1.5M Buy
18,175
+625
+4% +$48.6K 1.42% 14
2021
Q4 		$1.07M Buy
+17,550
New +$1.1M 1% 19

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

Smallwood Wealth Investment Management's XOM Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its ExxonMobil (XOM) stake by 0.63% in Q2 2026, buying an estimated $11.8K and bringing the position to 12,577 shares worth $1.72M. The position accounts for 0.75% of the portfolio, ranked #26.

Smallwood Wealth Investment Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.12M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Smallwood Wealth Investment Management held 12,577 shares of ExxonMobil worth $1.72M as of Q2 2026.
  • Smallwood Wealth Investment Management bought 79 ExxonMobil shares in Q2 2026, an estimated $11.8K.
  • ExxonMobil made up 0.75% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #26 holding.
  • Smallwood Wealth Investment Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's ExxonMobil position peaked at $2.12M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.