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Venturi Wealth Management’s ExxonMobil XOM Stock Holding History

Venturi 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 		$14.3M Buy
104,390
+426
+0.4% +$63.8K 0.55% 47
2026
Q1 		$17.6M Buy
103,964
+2,545
+3% +$371K 0.79% 40
2025
Q4 		$12.2M Sell
101,419
-1,105
-1% -$128K 0.54% 42
2025
Q3 		$11.6M Sell
102,524
-1,987
-2% -$221K 0.54% 44
2025
Q2 		$11.3M Buy
104,511
+293
+0.3% +$31.3K 0.56% 51
2025
Q1 		$12.4M Buy
104,218
+47,934
+85% +$5.3M 0.65% 44
2024
Q4 		$6.05M Buy
56,284
+3,709
+7% +$434K 0.3% 60
2024
Q3 		$6.16M Buy
52,575
+1,380
+3% +$159K 0.32% 57
2024
Q2 		$5.89M Buy
51,195
+4,626
+10% +$539K 0.35% 59
2024
Q1 		$5.41M Sell
46,569
-1,318
-3% -$138K 0.35% 63
2023
Q4 		$4.79M Sell
47,887
-2,979
-6% -$313K 0.34% 60
2023
Q3 		$5.98M Sell
50,866
-1,051
-2% -$115K 0.47% 48
2023
Q2 		$5.57M Sell
51,917
-5,563
-10% -$607K 0.45% 46
2023
Q1 		$6.3M Sell
57,480
-1,781
-3% -$197K 0.52% 45
2022
Q4 		$6.54M Buy
59,261
+10,373
+21% +$1.11M 0.58% 49
2022
Q3 		$4.27M Sell
48,888
-3,664
-7% -$335K 0.41% 51
2022
Q2 		$4.5M Buy
52,552
+1,596
+3% +$144K 0.4% 50
2022
Q1 		$4.21M Buy
50,956
+7,974
+19% +$620K 0.32% 52
2021
Q4 		$2.63M Sell
42,982
-8,998
-17% -$562K 0.2% 78
2021
Q3 		$3.06M Buy
51,980
+6,157
+13% +$351K 0.26% 70
2021
Q2 		$2.89M Buy
45,823
+27,003
+143% +$1.61M 0.26% 65
2021
Q1 		$1.05M Sell
18,820
-146,652
-89% -$7.69M 0.1% 145
2020
Q4 		$6.82M Buy
165,472
+147,194
+805% +$5.52M 0.71% 37
2020
Q3 		$627K Sell
18,278
-11,872
-39% -$485K 0.07% 180
2020
Q2 		$1.35M Sell
30,150
-19,862
-40% -$891K 0.18% 90
2020
Q1 		$1.9M Buy
50,012
+1,568
+3% +$86.6K 0.32% 67
2019
Q4 		$3.38M Buy
48,444
+104
+0.2% +$7.19K 0.41% 67
2019
Q3 		$3.41M Sell
48,340
-8,531
-15% -$617K 0.44% 62
2019
Q2 		$4.36M Sell
56,871
-363
-0.6% -$28.1K 0.59% 50
2019
Q1 		$4.68M Sell
57,234
-7,008
-11% -$534K 0.61% 54
2018
Q4 		$4M Buy
64,242
+19,462
+43% +$1.53M 0.65% 43
2018
Q3 		$3.84M Sell
44,780
-1,020
-2% -$83.4K 0.68% 54
2018
Q2 		$3.68M Sell
45,800
-2,958
-6% -$236K 0.69% 56
2018
Q1 		$3.64M Buy
48,758
+36
+0.1% +$2.88K 0.7% 55
2017
Q4 		$4.08M Buy
48,722
+24,678
+103% +$2.04M 0.78% 47
2017
Q3 		$1.96M Sell
24,044
-15,248
-39% -$1.21M 0.42% 81
2017
Q2 		$3.17M Sell
39,292
-82,967
-68% -$6.79M 0.72% 51
2017
Q1 		$9.91M Buy
122,259
+11,796
+11% +$985K 2.29% 3
2016
Q4 		$9.97M Buy
110,463
+4,898
+5% +$428K 2.8% 1
2016
Q3 		$9.21M Buy
105,565
+550
+0.5% +$48.8K 3.06% 1
2016
Q2 		$9.84M Buy
105,015
+59
+0.1% +$5.22K 3.34% 1
2016
Q1 		$8.77M Buy
104,956
+18,691
+22% +$1.5M 3.27% 2
2015
Q4 		$6.72M Buy
+86,265
New +$6.9M 3.06% 4

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
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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Venturi Wealth Management increased its ExxonMobil (XOM) stake by 0.41% in Q2 2026, buying an estimated $63.8K and bringing the position to 104,390 shares worth $14.3M. The position accounts for 0.55% of the portfolio, ranked #47.

Venturi Wealth Management first reported a position in XOM in Q4 2015 and has held it in 43 quarters since. The position peaked at $17.6M in Q1 2026. 1,145 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Venturi Wealth Management held 104,390 shares of ExxonMobil worth $14.3M as of Q2 2026.
  • Venturi Wealth Management bought 426 ExxonMobil shares in Q2 2026, an estimated $63.8K.
  • ExxonMobil made up 0.55% of Venturi Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Venturi Wealth Management first reported a position in ExxonMobil in Q4 2015 and has held it in 43 quarters since.
  • Venturi Wealth Management's ExxonMobil position peaked at $17.6M in Q1 2026.
  • 1,145 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.