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SteelPeak Wealth’s ExxonMobil XOM Stock Holding History

SteelPeak Wealth’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
-67,740
Closed -$11.5M – 709
2026
Q1 		$11.5M Buy
67,740
+6,207
+10% +$906K 0.35% 71
2025
Q4 		$7.4M Buy
61,533
+25,673
+72% +$2.98M 0.24% 82
2025
Q3 		$4.04M Sell
35,860
-37,743
-51% -$4.2M 0.13% 121
2025
Q2 		$7.93M Buy
73,603
+34,882
+90% +$3.73M 0.31% 76
2025
Q1 		$4.61M Buy
38,721
+8,143
+27% +$901K 0.19% 105
2024
Q4 		$3.29M Sell
30,578
-37,094
-55% -$4.34M 0.13% 117
2024
Q3 		$7.93M Buy
67,672
+5,341
+9% +$617K 0.35% 63
2024
Q2 		$7.18M Buy
62,331
+35,778
+135% +$4.17M 0.33% 67
2024
Q1 		$3.09M Buy
26,553
+13,864
+109% +$1.45M 0.16% 119
2023
Q4 		$1.27M Sell
12,689
-679
-5% -$71.4K 0.07% 181
2023
Q3 		$1.57M Sell
13,368
-6,182
-32% -$678K 0.1% 152
2023
Q2 		$2.1M Buy
19,550
+7,577
+63% +$827K 0.12% 114
2023
Q1 		$1.31M Sell
11,973
-2,966
-20% -$328K 0.09% 149
2022
Q4 		$1.65M Buy
14,939
+1,919
+15% +$206K 0.12% 132
2022
Q3 		$1.14M Sell
13,020
-3,466
-21% -$316K 0.08% 159
2022
Q2 		$1.41M Sell
16,486
-1,675
-9% -$151K 0.1% 142
2022
Q1 		$1.5M Buy
18,161
+2,891
+19% +$225K 0.08% 144
2021
Q4 		$934K Sell
15,270
-6,708
-31% -$419K 0.05% 184
2021
Q3 		$1.29M Sell
21,978
-3,499
-14% -$199K 0.09% 141
2021
Q2 		$1.61M Buy
25,477
+3,837
+18% +$229K 0.11% 129
2021
Q1 		$1.21M Sell
21,640
-12,767
-37% -$669K 0.1% 142
2020
Q4 		$1.42M Sell
34,407
-9,003
-21% -$338K 0.13% 127
2020
Q3 		$1.49M Sell
43,410
-97,859
-69% -$4M 0.16% 105
2020
Q2 		$6.32M Buy
141,269
+36,536
+35% +$1.64M 0.8% 25
2020
Q1 		$3.98M Buy
104,733
+17,432
+20% +$963K 0.63% 47
2019
Q4 		$6.09M Buy
+87,301
New +$6.04M 0.84% 31

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

SteelPeak Wealth's XOM Position: Q2 2026 in Review

SteelPeak Wealth sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 67,740 shares — an estimated $11.5M sold.

SteelPeak Wealth first reported a position in XOM in Q4 2019 and held it in 26 quarters. The position peaked at $11.5M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SteelPeak Wealth reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 67,740 ExxonMobil shares in Q2 2026, an estimated $11.5M.
  • SteelPeak Wealth first reported a position in ExxonMobil in Q4 2019 and held it in 26 quarters.
  • SteelPeak Wealth's ExxonMobil position peaked at $11.5M in Q1 2026.
  • 2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.