VERITY Wealth Advisors’s ExxonMobil XOM Stock Holding History

VERITY 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	$311K	Hold	2,274	–	–	0.19%	63
2026 Q1	$386K	Sell	2,274 -5,666	-71%	-$827K	0.26%	58
2025 Q4	$956K	Hold	7,940	–	–	0.59%	32
2025 Q3	$895K	Hold	7,940	–	–	0.57%	35
2025 Q2	$856K	Hold	7,940	–	–	0.58%	34
2025 Q1	$944K	Sell	7,940 -5,141	-39%	-$569K	0.7%	30
2024 Q4	$1.41M	Hold	13,081	–	–	1.02%	14
2024 Q3	$1.53M	Buy	13,081 +5,141	+65%	+$594K	1.08%	14
2024 Q2	$914K	Hold	7,940	–	–	0.68%	30
2024 Q1	$923K	Hold	7,940	–	–	0.71%	30
2023 Q4	$794K	Hold	7,940	–	–	0.68%	31
2023 Q3	$934K	Hold	7,940	–	–	0.88%	22
2023 Q2	$852K	Sell	7,940 -166	-2%	-$18.1K	0.76%	26
2023 Q1	$889K	Buy	8,106 +466	+6%	+$51.5K	0.82%	24
2022 Q4	$843K	Hold	7,640	–	–	0.83%	24
2022 Q3	$667K	Hold	7,640	–	–	0.68%	30
2022 Q2	$654K	Hold	7,640	–	–	0.64%	31
2022 Q1	$631K	Sell	7,640 -2,000	-21%	-$155K	0.56%	32
2021 Q4	$590K	Sell	9,640 -680	-7%	-$42.5K	0.49%	35
2021 Q3	$607K	Hold	10,320	–	–	0.54%	32
2021 Q2	$651K	Sell	10,320 -1,214	-11%	-$72.5K	0.59%	29
2021 Q1	$644K	Sell	11,534 -1,650	-13%	-$86.5K	0.57%	28
2020 Q4	$543K	Sell	13,184 -4,150	-24%	-$156K	0.49%	31
2020 Q3	$595K	Hold	17,334	–	–	0.61%	28
2020 Q2	$775K	Sell	17,334 -1,000	-5%	-$44.9K	0.83%	26
2020 Q1	$696K	Sell	18,334 -2,932	-14%	-$162K	0.95%	26
2019 Q4	$1.48M	Hold	21,266	–	–	1.43%	18
2019 Q3	$1.5M	Hold	21,266	–	–	1.48%	17
2019 Q2	$1.63M	Sell	21,266 -1,481	-7%	-$115K	1.6%	16
2019 Q1	$1.84M	Hold	22,747	–	–	1.88%	16
2018 Q4	$1.55M	Buy	+22,747	New	+$1.78M	1.78%	17

Other funds holding XOM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

VERITY Wealth Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 2,274 shares worth $311K. The position accounts for 0.19% of the portfolio, ranked #63.

VERITY Wealth Advisors first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.84M in Q1 2019. 1,894 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

VERITY Wealth Advisors held 2,274 shares of ExxonMobil worth $311K as of Q2 2026.
VERITY Wealth Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.19% of VERITY Wealth Advisors's portfolio in Q2 2026, its #63 holding.
VERITY Wealth Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
VERITY Wealth Advisors's ExxonMobil position peaked at $1.84M in Q1 2019.
1,894 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.