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Teamwork Financial Advisors’s ExxonMobil XOM Stock Holding History

Teamwork Financial Advisors’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 		$10.4M Sell
75,770
-275
-0.4% -$41.2K 0.94% 49
2026
Q1 		$12.9M Buy
76,045
+3,411
+5% +$498K 1.36% 25
2025
Q4 		$8.74M Sell
72,634
-543
-0.7% -$63K 0.88% 48
2025
Q3 		$8.25M Buy
73,177
+1,445
+2% +$161K 0.85% 45
2025
Q2 		$7.73M Buy
71,732
+597
+0.8% +$63.8K 0.9% 23
2025
Q1 		$8.46M Sell
71,135
-622
-0.9% -$68.8K 1.13% 25
2024
Q4 		$7.72M Sell
71,757
-100
-0.1% -$11.7K 1% 29
2024
Q3 		$8.42M Sell
71,857
-130
-0.2% -$15K 1.17% 30
2024
Q2 		$8.29M Buy
71,987
+37,333
+108% +$4.35M 1.23% 30
2024
Q1 		$4.03M Sell
34,654
-49,162
-59% -$5.14M 0.62% 39
2023
Q4 		$8.38M Sell
83,816
-1,489
-2% -$156K 1.44% 14
2023
Q3 		$10M Buy
85,305
+6,562
+8% +$720K 1.64% 10
2023
Q2 		$8.45M Buy
78,743
+1,286
+2% +$140K 1.37% 14
2023
Q1 		$8.49M Buy
77,457
+9,741
+14% +$1.08M 1.57% 11
2022
Q4 		$7.47M Sell
67,716
-12,307
-15% -$1.32M 1.5% 12
2022
Q3 		$6.99M Buy
80,023
+5,574
+7% +$509K 1.51% 11
2022
Q2 		$6.38M Buy
74,449
+16,222
+28% +$1.46M 1.39% 11
2022
Q1 		$4.81M Buy
58,227
+54,222
+1,354% +$4.21M 0.9% 15
2021
Q4 		$245K Buy
+4,005
New +$250K 0.05% 264
2020
Q3 		– Sell
-9,128
Closed -$408K – 209
2020
Q2 		$408K Buy
+9,128
New +$409K 0.15% 123

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Teamwork Financial Advisors's XOM Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its ExxonMobil (XOM) stake by 0.36% in Q2 2026, selling an estimated $41.2K and leaving 75,770 shares worth $10.4M. The position accounts for 0.94% of the portfolio, ranked #49.

Teamwork Financial Advisors first reported a position in XOM in Q2 2020 and has held it in 20 quarters since. The position peaked at $12.9M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Teamwork Financial Advisors held 75,770 shares of ExxonMobil worth $10.4M as of Q2 2026.
  • Teamwork Financial Advisors sold 275 ExxonMobil shares in Q2 2026, an estimated $41.2K.
  • ExxonMobil made up 0.94% of Teamwork Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • Teamwork Financial Advisors first reported a position in ExxonMobil in Q2 2020 and has held it in 20 quarters since.
  • Teamwork Financial Advisors's ExxonMobil position peaked at $12.9M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.