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Walkner Condon Financial Advisors’s ExxonMobil XOM Stock Holding History

Walkner Condon Financial 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 		$2.57M Buy
18,812
+2,415
+15% +$361K 0.3% 69
2026
Q1 		$2.78M Sell
16,397
-960
-6% -$140K 0.37% 59
2025
Q4 		$2.09M Buy
17,357
+734
+4% +$85.1K 0.29% 72
2025
Q3 		$1.87M Buy
16,623
+4,222
+34% +$469K 0.3% 70
2025
Q2 		$1.34M Sell
12,401
-1,373
-10% -$147K 0.25% 82
2025
Q1 		$1.64M Buy
13,774
+203
+1% +$22.4K 0.33% 69
2024
Q4 		$1.46M Buy
13,571
+40
+0.3% +$4.68K 0.3% 74
2024
Q3 		$1.59M Sell
13,531
-807
-6% -$93.2K 0.32% 68
2024
Q2 		$1.65M Sell
14,338
-801
-5% -$93.3K 0.36% 66
2024
Q1 		$1.76M Sell
15,139
-1,667
-10% -$174K 0.37% 66
2023
Q4 		$1.68M Buy
16,806
+879
+6% +$92.4K 0.38% 67
2023
Q3 		$1.87M Buy
15,927
+248
+2% +$27.2K 0.5% 52
2023
Q2 		$1.68M Sell
15,679
-1,350
-8% -$147K 0.45% 52
2023
Q1 		$1.87M Sell
17,029
-440
-3% -$48.7K 0.52% 42
2022
Q4 		$1.93M Buy
17,469
+719
+4% +$77K 0.58% 40
2022
Q3 		$1.46M Sell
16,750
-591
-3% -$54K 0.47% 48
2022
Q2 		$1.49M Buy
17,341
+4,217
+32% +$380K 0.47% 51
2022
Q1 		$1.08M Buy
+13,124
New +$1.02M 0.31% 72
2021
Q4 		– Sell
-13,266
Closed -$780K – 174
2021
Q3 		$780K Buy
13,266
+7,523
+131% +$429K 0.38% 55
2021
Q2 		$363K Buy
5,743
+157
+3% +$9.37K 0.13% 118
2021
Q1 		$312K Buy
5,586
+150
+3% +$7.86K 0.12% 135
2020
Q4 		$224K Buy
+5,436
New +$204K 0.1% 127

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

Walkner Condon Financial Advisors's XOM Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its ExxonMobil (XOM) stake by 15% in Q2 2026, buying an estimated $361K and bringing the position to 18,812 shares worth $2.57M. The position accounts for 0.3% of the portfolio, ranked #69.

Walkner Condon Financial Advisors first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.78M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Walkner Condon Financial Advisors held 18,812 shares of ExxonMobil worth $2.57M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 2,415 ExxonMobil shares in Q2 2026, an estimated $361K.
  • ExxonMobil made up 0.3% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Walkner Condon Financial Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • Walkner Condon Financial Advisors's ExxonMobil position peaked at $2.78M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.