UWS
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Unique Wealth Strategies’s ExxonMobil XOM Stock Holding History

Unique Wealth Strategies’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 		$1.14M Sell
8,317
-351
-4% -$52.5K 0.41% 54
2026
Q1 		$1.47M Sell
8,668
-295
-3% -$43K 0.6% 35
2025
Q4 		$1.08M Buy
8,963
+91
+1% +$10.6K 0.42% 55
2025
Q3 		$1M Buy
8,872
+458
+5% +$50.9K 0.39% 64
2025
Q2 		$907K Buy
8,414
+2,128
+34% +$227K 0.38% 65
2025
Q1 		$748K Hold
6,286
– – 0.34% 64
2024
Q4 		$676K Sell
6,286
-1,583
-20% -$185K 0.29% 74
2024
Q3 		$922K Buy
7,869
+1,371
+21% +$158K 0.39% 69
2024
Q2 		$755K Hold
6,498
– – 0.35% 80
2024
Q1 		$755K Sell
6,498
-11,900
-65% -$1.25M 0.37% 80
2023
Q4 		$1.84M Buy
+18,398
New +$1.93M 1.23% 19

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

Unique Wealth Strategies's XOM Position: Q2 2026 in Review

Unique Wealth Strategies reduced its ExxonMobil (XOM) stake by 4% in Q2 2026, selling an estimated $52.5K and leaving 8,317 shares worth $1.14M. The position accounts for 0.41% of the portfolio, ranked #54.

Unique Wealth Strategies first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q4 2023. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Unique Wealth Strategies held 8,317 shares of ExxonMobil worth $1.14M as of Q2 2026.
  • Unique Wealth Strategies sold 351 ExxonMobil shares in Q2 2026, an estimated $52.5K.
  • ExxonMobil made up 0.41% of Unique Wealth Strategies's portfolio in Q2 2026, its #54 holding.
  • Unique Wealth Strategies first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Unique Wealth Strategies's ExxonMobil position peaked at $1.84M in Q4 2023.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.