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Udine Wealth Management’s ExxonMobil XOM Stock Holding History

Udine Wealth Management’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 		$3.6M Buy
26,323
+472
+2% +$70.6K 1.48% 16
2026
Q1 		$4.39M Buy
25,851
+682
+3% +$99.5K 2.14% 11
2025
Q4 		$3.03M Buy
25,169
+3,083
+14% +$358K 1.43% 19
2025
Q3 		$2.49M Buy
22,086
+1,752
+9% +$195K 1.19% 28
2025
Q2 		$2.19M Buy
20,334
+366
+2% +$39.1K 1.16% 25
2025
Q1 		$2.37M Buy
19,968
+2,664
+15% +$295K 1.59% 16
2024
Q4 		$1.86M Buy
17,304
+444
+3% +$51.9K 1.2% 26
2024
Q3 		$1.98M Buy
16,860
+367
+2% +$42.4K 1.39% 18
2024
Q2 		$1.9M Buy
16,493
+808
+5% +$94.1K 1.32% 16
2024
Q1 		$1.82M Buy
+15,685
New +$1.64M 1.26% 20
2022
Q2 		– Sell
-53,369
Closed -$4.41M – 19
2022
Q1 		$4.41M Sell
53,369
-42
-0.1% -$3.27K 4.81% 6
2021
Q4 		$3.27M Buy
+53,411
New +$3.34M 3.37% 8

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

Udine Wealth Management's XOM Position: Q2 2026 in Review

Udine Wealth Management increased its ExxonMobil (XOM) stake by 1.8% in Q2 2026, buying an estimated $70.6K and bringing the position to 26,323 shares worth $3.6M. The position accounts for 1.48% of the portfolio, ranked #16.

Udine Wealth Management first reported a position in XOM in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.41M in Q1 2022. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Udine Wealth Management held 26,323 shares of ExxonMobil worth $3.6M as of Q2 2026.
  • Udine Wealth Management bought 472 ExxonMobil shares in Q2 2026, an estimated $70.6K.
  • ExxonMobil made up 1.48% of Udine Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Udine Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 12 quarters since.
  • Udine Wealth Management's ExxonMobil position peaked at $4.41M in Q1 2022.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.