Warren Street Wealth Advisors’s ExxonMobil XOM Stock Holding History

Warren Street 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	$464K	Buy	3,397 +132	+4%	+$19.8K	0.1%	80
2026 Q1	$554K	Buy	3,265 +209	+7%	+$30.5K	0.14%	60
2025 Q4	$368K	Sell	3,056 -554	-15%	-$64.3K	0.11%	71
2025 Q3	$407K	Buy	3,610 +153	+4%	+$17K	0.12%	78
2025 Q2	$373K	Sell	3,457 -258	-7%	-$27.6K	0.12%	78
2025 Q1	$442K	Buy	3,715 +569	+18%	+$62.9K	0.17%	63
2024 Q4	$338K	Sell	3,146 -513	-14%	-$60K	0.14%	74
2024 Q3	$429K	Buy	3,659 +61	+2%	+$7.04K	0.18%	62
2024 Q2	$414K	Buy	3,598 +173	+5%	+$20.1K	0.21%	59
2024 Q1	$398K	Buy	3,425 +116	+4%	+$12.1K	0.2%	62
2023 Q4	$331K	Buy	3,309 +157	+5%	+$16.5K	0.19%	65
2023 Q3	$371K	Buy	3,152 +170	+6%	+$18.6K	0.25%	55
2023 Q2	$320K	Buy	2,982 +409	+16%	+$44.6K	0.21%	59
2023 Q1	$282K	Buy	2,573 +277	+12%	+$30.6K	0.2%	55
2022 Q4	$253K	Buy	+2,296	New	+$246K	0.2%	55

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Warren Street Wealth Advisors's XOM Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its ExxonMobil (XOM) stake by 4% in Q2 2026, buying an estimated $19.8K and bringing the position to 3,397 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #80.

Warren Street Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $554K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Warren Street Wealth Advisors held 3,397 shares of ExxonMobil worth $464K as of Q2 2026.
Warren Street Wealth Advisors bought 132 ExxonMobil shares in Q2 2026, an estimated $19.8K.
ExxonMobil made up 0.1% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Warren Street Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Warren Street Wealth Advisors's ExxonMobil position peaked at $554K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.