Sun Group Wealth Partners’s ExxonMobil XOM Stock Holding History

Sun Group Wealth Partners’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	$2.24M	Sell	16,369 -269	-2%	-$40.3K	1.53%	19
2026 Q1	$2.82M	Buy	16,638 +11,152	+203%	+$1.63M	2.22%	11
2025 Q4	$660K	Buy	+5,486	New	+$636K	0.53%	34

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

Sun Group Wealth Partners's XOM Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its ExxonMobil (XOM) stake by 1.6% in Q2 2026, selling an estimated $40.3K and leaving 16,369 shares worth $2.24M. The position accounts for 1.53% of the portfolio, ranked #19.

Sun Group Wealth Partners first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.82M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sun Group Wealth Partners held 16,369 shares of ExxonMobil worth $2.24M as of Q2 2026.
Sun Group Wealth Partners sold 269 ExxonMobil shares in Q2 2026, an estimated $40.3K.
ExxonMobil made up 1.53% of Sun Group Wealth Partners's portfolio in Q2 2026, its #19 holding.
Sun Group Wealth Partners first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
Sun Group Wealth Partners's ExxonMobil position peaked at $2.82M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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