Tower View Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $355K | Buy |
2,597
+6
| +0.2% | +$898 | 0.16% | 59 |
|
|
2026
Q1 | $440K | Buy |
2,591
+621
| +32% | +$90.6K | 0.23% | 52 |
|
|
2025
Q4 | $237K | Sell |
1,970
-483
| -20% | -$56K | 0.12% | 55 |
|
|
2025
Q3 | $277K | Sell |
2,453
-191
| -7% | -$21.2K | 0.14% | 47 |
|
|
2025
Q2 | $285K | Buy |
2,644
+1,598
| +153% | +$171K | 0.15% | 53 |
|
|
2025
Q1 | $124K | Buy |
1,046
+10
| +1% | +$1.11K | 0.07% | 58 |
|
|
2024
Q4 | $111K | Sell |
1,036
-12
| -1% | -$1.4K | 0.06% | 68 |
|
|
2024
Q3 | $123K | Buy |
1,048
+3
| +0.3% | +$346 | 0.07% | 64 |
|
|
2024
Q2 | $120K | Sell |
1,045
-13
| -1% | -$1.51K | 0.07% | 63 |
|
|
2024
Q1 | $123K | Buy |
1,058
+3
| +0.3% | +$314 | 0.07% | 69 |
|
|
2023
Q4 | $105K | Buy |
1,055
+3
| +0.3% | +$315 | 0.07% | 66 |
|
|
2023
Q3 | $124K | Buy |
1,052
+478
| +83% | +$52.4K | 0.09% | 61 |
|
|
2023
Q2 | $62K | Buy |
574
+3
| +0.5% | +$327 | 0.04% | 70 |
|
|
2023
Q1 | $63K | Buy |
571
+3
| +0.5% | +$332 | 0.04% | 76 |
|
|
2022
Q4 | $63K | Sell |
568
-23
| -4% | -$2.46K | 0.04% | 76 |
|
|
2022
Q3 | $52K | Buy |
591
+203
| +52% | +$18.5K | 0.04% | 79 |
|
|
2022
Q2 | $33K | Buy |
388
+3
| +0.8% | +$271 | 0.02% | 90 |
|
|
2022
Q1 | $32K | Hold |
385
| – | – | 0.02% | 115 |
|
|
2021
Q4 | $24K | Hold |
385
| – | – | 0.01% | 124 |
|
|
2021
Q3 | $23K | Buy |
385
+300
| +353% | +$17.1K | 0.01% | 132 |
|
|
2021
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 155 |
|
|
2021
Q1 | $5K | Sell |
85
-15
| -15% | -$786 | ﹤0.01% | 169 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 160 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 145 |
|
|
2020
Q2 | $4K | Sell |
100
-101
| -50% | -$4.53K | ﹤0.01% | 136 |
|
|
2020
Q1 | $8K | Sell |
201
-64
| -24% | -$3.53K | 0.01% | 97 |
|
|
2019
Q4 | $18K | Sell |
265
-48
| -15% | -$3.32K | 0.01% | 104 |
|
|
2019
Q3 | $22K | Buy |
313
+2
| +0.6% | +$145 | 0.02% | 97 |
|
|
2019
Q2 | $24K | Buy |
311
+2
| +0.6% | +$155 | 0.02% | 94 |
|
|
2019
Q1 | $25K | Buy |
309
+2
| +0.7% | +$152 | 0.02% | 94 |
|
|
2018
Q4 | $21K | Sell |
307
-3,599
| -92% | -$282K | 0.02% | 99 |
|
|
2018
Q3 | $332K | Buy |
3,906
+2
| +0.1% | +$164 | 0.29% | 59 |
|
|
2018
Q2 | $323K | Buy |
3,904
+1
| +0% | +$80 | 0.3% | 57 |
|
|
2018
Q1 | $291K | Sell |
3,903
-80
| -2% | -$6.39K | 0.29% | 58 |
|
|
2017
Q4 | $333K | Buy |
+3,983
| New | +$329K | 0.31% | 61 |
|
Other funds holding XOM
Tower View Wealth Management's XOM Position: Q2 2026 in Review
Tower View Wealth Management increased its ExxonMobil (XOM) stake by 0.23% in Q2 2026, buying an estimated $898 and bringing the position to 2,597 shares worth $355K. The position accounts for 0.16% of the portfolio, ranked #59.
Tower View Wealth Management first reported a position in XOM in Q4 2017 and has held it in 35 quarters since. The position peaked at $440K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Tower View Wealth Management held 2,597 shares of ExxonMobil worth $355K as of Q2 2026.
- Tower View Wealth Management bought 6 ExxonMobil shares in Q2 2026, an estimated $898.
- ExxonMobil made up 0.16% of Tower View Wealth Management's portfolio in Q2 2026, its #59 holding.
- Tower View Wealth Management first reported a position in ExxonMobil in Q4 2017 and has held it in 35 quarters since.
- Tower View Wealth Management's ExxonMobil position peaked at $440K in Q1 2026.
- 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.