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Waldron Private Wealth’s ExxonMobil XOM Stock Holding History

Waldron Private Wealth’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 		– Sell
-28,677
Closed -$4.87M – 365
2026
Q1 		$4.87M Sell
28,677
-432
-1% -$63K 0.19% 58
2025
Q4 		$3.5M Sell
29,109
-988
-3% -$115K 0.14% 69
2025
Q3 		$3.39M Buy
30,097
+870
+3% +$96.7K 0.14% 68
2025
Q2 		$3.15M Sell
29,227
-466
-2% -$49.8K 0.14% 73
2025
Q1 		$3.53M Sell
29,693
-21,417
-42% -$2.37M 0.17% 68
2024
Q4 		$5.5M Buy
51,110
+607
+1% +$71K 0.22% 60
2024
Q3 		$5.92M Buy
50,503
+609
+1% +$70.3K 0.25% 57
2024
Q2 		$5.74M Buy
49,894
+1,058
+2% +$123K 0.26% 54
2024
Q1 		$5.68M Sell
48,836
-6,963
-12% -$729K 0.26% 55
2023
Q4 		$5.58M Buy
55,799
+2,193
+4% +$230K 0.27% 51
2023
Q3 		$6.3M Sell
53,606
-659
-1% -$72.3K 0.33% 45
2023
Q2 		$5.82M Sell
54,265
-1,949
-3% -$213K 0.29% 48
2023
Q1 		$6.16M Sell
56,214
-30,219
-35% -$3.34M 0.3% 46
2022
Q4 		$7.55M Hold
86,433
– – 0.47% 40
2022
Q3 		$7.55M Buy
86,433
+2,015
+2% +$184K 0.47% 40
2022
Q2 		$7.23M Buy
84,418
+301
+0.4% +$27.1K 0.41% 46
2022
Q1 		$6.95M Sell
84,117
-1,975
-2% -$154K 0.36% 48
2021
Q4 		$5.27M Sell
86,092
-3,771
-4% -$236K 0.26% 61
2021
Q3 		$5.29M Sell
89,863
-153,599
-63% -$8.75M 0.31% 51
2021
Q2 		$15.4M Buy
243,462
+180,180
+285% +$10.8M 0.98% 22
2021
Q1 		$3.53M Buy
63,282
+9,439
+18% +$495K 0.25% 61
2020
Q4 		$2.22M Sell
53,843
-587
-1% -$22K 0.17% 74
2020
Q3 		$1.87M Buy
54,430
+22,910
+73% +$937K 0.16% 83
2020
Q2 		$1.41M Buy
31,520
+1,658
+6% +$74.4K 0.12% 92
2020
Q1 		$1.13M Sell
29,862
-2,715
-8% -$150K 0.12% 99
2019
Q4 		$2.27M Sell
32,577
-479
-1% -$33.1K 0.2% 66
2019
Q3 		$2.33M Sell
33,056
-5,359
-14% -$388K 0.24% 61
2019
Q2 		$2.94M Buy
38,415
+6,030
+19% +$467K 0.31% 39
2019
Q1 		$2.62M Sell
32,385
-206
-0.6% -$15.7K 0.29% 45
2018
Q4 		$2.22M Buy
32,591
+8,188
+34% +$642K 0.32% 42
2018
Q3 		$2.07M Buy
24,403
+5,492
+29% +$449K 0.4% 29
2018
Q2 		$1.56M Sell
18,911
-3
-0% -$239 0.34% 32
2018
Q1 		$1.41M Sell
18,914
-176
-0.9% -$14.1K 0.32% 35
2017
Q4 		$1.6M Sell
19,090
-1,940
-9% -$160K 0.38% 32
2017
Q3 		$1.72M Buy
21,030
+5,938
+39% +$472K 0.48% 24
2017
Q2 		$1.22M Sell
15,092
-7,098
-32% -$581K 0.39% 29
2017
Q1 		$1.82M Buy
22,190
+4,435
+25% +$371K 0.46% 29
2016
Q4 		$1.6M Sell
17,755
-382
-2% -$33.4K 0.55% 20
2016
Q3 		$1.58M Buy
18,137
+386
+2% +$34.2K 0.57% 18
2016
Q2 		$1.66M Buy
17,751
+1,087
+7% +$96.1K 0.61% 18
2016
Q1 		$1.39M Buy
16,664
+4,442
+36% +$356K 0.53% 23
2015
Q4 		$952K Buy
12,222
+3,846
+46% +$307K 0.35% 31
2015
Q3 		$622K Sell
8,376
-742
-8% -$57.2K 0.27% 37
2015
Q2 		$758K Buy
9,118
+2,465
+37% +$212K 0.3% 28
2015
Q1 		$566K Buy
6,653
+387
+6% +$34.3K 0.23% 32
2014
Q4 		$579K Sell
6,266
-81
-1% -$7.55K 0.24% 39
2014
Q3 		$596K Buy
6,347
+51
+0.8% +$5.08K 0.28% 34
2014
Q2 		$634K Buy
6,296
+1,658
+36% +$167K 0.29% 33
2014
Q1 		$453K Sell
4,638
-352
-7% -$33.6K 0.22% 44
2013
Q4 		$505K Buy
+4,990
New +$461K 0.23% 38

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

Waldron Private Wealth's XOM Position: Q2 2026 in Review

Waldron Private Wealth sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 28,677 shares — an estimated $4.87M sold.

Waldron Private Wealth first reported a position in XOM in Q4 2013 and held it in 50 quarters. The position peaked at $15.4M in Q2 2021. 2,086 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Waldron Private Wealth reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Waldron Private Wealth sold 28,677 ExxonMobil shares in Q2 2026, an estimated $4.87M.
  • Waldron Private Wealth first reported a position in ExxonMobil in Q4 2013 and held it in 50 quarters.
  • Waldron Private Wealth's ExxonMobil position peaked at $15.4M in Q2 2021.
  • 2,086 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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