VWA
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Valued Wealth Advisors’s ExxonMobil XOM Stock Holding History

Valued Wealth 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 		$373K Sell
2,728
-459
-14% -$68.7K 0.14% 38
2026
Q1 		$541K Buy
3,187
+663
+26% +$96.8K 0.22% 26
2025
Q4 		$304K Buy
2,524
+266
+12% +$30.9K 0.13% 36
2025
Q3 		$255K Sell
2,258
-68
-3% -$7.56K 0.12% 36
2025
Q2 		$251K Buy
2,326
+12
+0.5% +$1.28K 0.13% 35
2025
Q1 		$275K Sell
2,314
-30
-1% -$3.32K 0.17% 33
2024
Q4 		$252K Buy
2,344
+293
+14% +$34.3K 0.16% 33
2024
Q3 		$240K Sell
2,051
-130
-6% -$15K 0.16% 33
2024
Q2 		$251K Buy
2,181
+303
+16% +$35.3K 0.17% 30
2024
Q1 		$218K Buy
1,878
+663
+55% +$69.4K 0.15% 30
2023
Q4 		$143K Buy
+1,215
New +$128K 0.13% 31

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Valued Wealth Advisors's XOM Position: Q2 2026 in Review

Valued Wealth Advisors reduced its ExxonMobil (XOM) stake by 14% in Q2 2026, selling an estimated $68.7K and leaving 2,728 shares worth $373K. The position accounts for 0.14% of the portfolio, ranked #38.

Valued Wealth Advisors first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $541K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Valued Wealth Advisors held 2,728 shares of ExxonMobil worth $373K as of Q2 2026.
  • Valued Wealth Advisors sold 459 ExxonMobil shares in Q2 2026, an estimated $68.7K.
  • ExxonMobil made up 0.14% of Valued Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Valued Wealth Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's ExxonMobil position peaked at $541K in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.