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Spire Wealth Management’s ExxonMobil XOM Stock Holding History

Spire 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 		$6.55M Buy
47,899
+7,624
+19% +$1.14M 0.2% 109
2026
Q1 		$6.83M Buy
40,275
+2,821
+8% +$412K 0.23% 87
2025
Q4 		$4.51M Sell
37,454
-1,419
-4% -$165K 0.15% 135
2025
Q3 		$4.38M Sell
38,873
-43,368
-53% -$4.82M 0.15% 130
2025
Q2 		$8.74M Sell
82,241
-39,243
-32% -$4.19M 0.31% 65
2025
Q1 		$14.4M Sell
121,484
-5,947
-5% -$658K 0.46% 43
2024
Q4 		$13.7M Sell
127,431
-454
-0.4% -$53.1K 0.43% 49
2024
Q3 		$15M Buy
127,885
+3,624
+3% +$418K 0.51% 41
2024
Q2 		$14.3M Buy
124,261
+5,851
+5% +$681K 0.5% 40
2024
Q1 		$25.1M Sell
118,410
-2,819
-2% -$295K 0.46% 39
2023
Q4 		$11.8M Buy
121,229
+3,490
+3% +$367K 0.39% 53
2023
Q3 		$13.8M Sell
117,739
-19,009
-14% -$2.08M 0.53% 44
2023
Q2 		$14.7M Buy
136,748
+698
+0.5% +$76.2K 0.54% 36
2023
Q1 		$14.9M Buy
136,050
+35,876
+36% +$3.97M 0.58% 32
2022
Q4 		$11M Buy
100,174
+9,303
+10% +$997K 0.62% 36
2022
Q3 		$7.93M Sell
90,871
-47,151
-34% -$4.3M 0.48% 45
2022
Q2 		$11.8M Sell
138,022
-58,703
-30% -$5.29M 0.49% 46
2022
Q1 		$16.3M Buy
196,725
+90,301
+85% +$7.02M 0.44% 53
2021
Q4 		$6.52M Sell
106,424
-18,983
-15% -$1.19M 0.14% 152
2021
Q3 		$7.38M Buy
125,407
+45,233
+56% +$2.58M 0.2% 130
2021
Q2 		$5.06M Sell
80,174
-34,968
-30% -$2.09M 0.14% 163
2021
Q1 		$5.92M Buy
+115,142
New +$6.04M 0.16% 144

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

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

Spire Wealth Management increased its ExxonMobil (XOM) stake by 19% in Q2 2026, buying an estimated $1.14M and bringing the position to 47,899 shares worth $6.55M. The position accounts for 0.2% of the portfolio, ranked #109.

Spire Wealth Management first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $25.1M in Q1 2024. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Spire Wealth Management held 47,899 shares of ExxonMobil worth $6.55M as of Q2 2026.
  • Spire Wealth Management bought 7,624 ExxonMobil shares in Q2 2026, an estimated $1.14M.
  • ExxonMobil made up 0.2% of Spire Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Spire Wealth Management first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's ExxonMobil position peaked at $25.1M in Q1 2024.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.