SpringVest Wealth Management’s ExxonMobil XOM Stock Holding History

SpringVest 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	$362K	Buy	2,650 +5	+0.2%	+$748	0.23%	55
2026 Q1	$449K	Buy	2,645 +898	+51%	+$131K	0.31%	45
2025 Q4	$210K	Buy	+1,747	New	+$203K	0.15%	70
2025 Q2	–	Sell	-1,713	Closed	-$204K	–	62
2025 Q1	$204K	Buy	+1,713	New	+$189K	0.17%	56

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

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

SpringVest Wealth Management increased its ExxonMobil (XOM) stake by 0.19% in Q2 2026, buying an estimated $748 and bringing the position to 2,650 shares worth $362K. The position accounts for 0.23% of the portfolio, ranked #55.

SpringVest Wealth Management first reported a position in XOM in Q1 2025 and has held it in 4 quarters since. The position peaked at $449K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

SpringVest Wealth Management held 2,650 shares of ExxonMobil worth $362K as of Q2 2026.
SpringVest Wealth Management bought 5 ExxonMobil shares in Q2 2026, an estimated $748.
ExxonMobil made up 0.23% of SpringVest Wealth Management's portfolio in Q2 2026, its #55 holding.
SpringVest Wealth Management first reported a position in ExxonMobil in Q1 2025 and has held it in 4 quarters since.
SpringVest Wealth Management's ExxonMobil position peaked at $449K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.