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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
2020
Q3 		– Sell
-1,000
Closed -$45K – 329
2020
Q2 		$45K Buy
+1,000
New +$44.9K 0.01% 258

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.