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StrongBox Wealth’s ExxonMobil XOM Stock Holding History

StrongBox 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 		$544K Sell
3,976
-100
-2% -$15K 0.15% 73
2026
Q1 		$692K Sell
4,076
-265
-6% -$38.7K 0.22% 61
2025
Q4 		$522K Sell
4,341
-655
-13% -$76K 0.17% 65
2025
Q3 		$563K Buy
4,996
+383
+8% +$42.6K 0.19% 63
2025
Q2 		$497K Buy
4,613
+129
+3% +$13.8K 0.19% 65
2025
Q1 		$533K Sell
4,484
-143
-3% -$15.8K 0.22% 65
2024
Q4 		$498K Buy
4,627
+1,096
+31% +$128K 0.21% 62
2024
Q3 		$414K Sell
3,531
-633
-15% -$73.1K 0.18% 65
2024
Q2 		$479K Buy
4,164
+1,681
+68% +$196K 0.23% 58
2024
Q1 		$289K Sell
2,483
-46
-2% -$4.81K 0.15% 68
2023
Q4 		$253K Buy
2,529
+58
+2% +$6.1K 0.15% 71
2023
Q3 		$291K Buy
2,471
+175
+8% +$19.2K 0.19% 66
2023
Q2 		$246K Buy
2,296
+6
+0.3% +$655 0.16% 77
2023
Q1 		$251K Buy
2,290
+5
+0.2% +$553 0.17% 77
2022
Q4 		$252K Buy
+2,285
New +$245K 0.18% 67

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

StrongBox Wealth's XOM Position: Q2 2026 in Review

StrongBox Wealth reduced its ExxonMobil (XOM) stake by 2.5% in Q2 2026, selling an estimated $15K and leaving 3,976 shares worth $544K. The position accounts for 0.15% of the portfolio, ranked #73.

StrongBox Wealth first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $692K in Q1 2026. 2,134 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • StrongBox Wealth held 3,976 shares of ExxonMobil worth $544K as of Q2 2026.
  • StrongBox Wealth sold 100 ExxonMobil shares in Q2 2026, an estimated $15K.
  • ExxonMobil made up 0.15% of StrongBox Wealth's portfolio in Q2 2026, its #73 holding.
  • StrongBox Wealth first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • StrongBox Wealth's ExxonMobil position peaked at $692K in Q1 2026.
  • 2,134 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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