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Waterfront Wealth’s ExxonMobil XOM Stock Holding History

Waterfront 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
-10,366
Closed -$1.76M – 307
2026
Q1 		$1.76M Buy
10,366
+1,215
+13% +$177K 0.32% 98
2025
Q4 		$1.24M Sell
9,151
-124
-1% -$14.4K 0.24% 127
2025
Q3 		$1.06M Sell
9,275
-71
-0.8% -$7.89K 0.22% 136
2025
Q2 		$1.01M Sell
9,346
-256
-3% -$27.4K 0.23% 135
2025
Q1 		$1.14M Sell
9,602
-4
-0% -$442 0.28% 111
2024
Q4 		$1.03M Sell
9,606
-1,788
-16% -$209K 0.25% 127
2024
Q3 		$1.35M Buy
11,394
+526
+5% +$60.7K 0.33% 84
2024
Q2 		$1.25M Sell
10,868
-3,185
-23% -$371K 0.34% 90
2024
Q1 		$1.65M Buy
14,053
+15
+0.1% +$1.57K 0.46% 63
2023
Q4 		$1.4M Sell
14,038
-110
-0.8% -$11.6K 0.41% 67
2023
Q3 		$1.54M Sell
14,148
-39
-0.3% -$4.28K 0.5% 53
2023
Q2 		$1.5M Sell
14,187
-113
-0.8% -$12.3K 0.45% 57
2023
Q1 		$1.57M Sell
14,300
-63
-0.4% -$6.97K 0.51% 47
2022
Q4 		$1.66M Buy
14,363
+118
+0.8% +$12.6K 0.57% 45
2022
Q3 		$1.54M Buy
14,245
+15
+0.1% +$1.37K 0.59% 43
2022
Q2 		$1.22M Sell
14,230
-77
-0.5% -$6.95K 0.49% 53
2022
Q1 		$1.23M Sell
14,307
-22
-0.2% -$1.71K 0.44% 66
2021
Q4 		$877K Sell
14,329
-531
-4% -$33.2K 0.35% 78
2021
Q3 		$874K Sell
14,860
-582
-4% -$33.2K 0.42% 65
2021
Q2 		$974K Buy
15,442
+347
+2% +$20.7K 0.46% 59
2021
Q1 		$866K Buy
15,095
+32
+0.2% +$1.68K 0.44% 62
2020
Q4 		$621K Buy
+15,063
New +$565K 0.44% 57

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

Waterfront Wealth's XOM Position: Q2 2026 in Review

Waterfront Wealth sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 10,366 shares — an estimated $1.76M sold.

Waterfront Wealth first reported a position in XOM in Q4 2020 and held it in 22 quarters. The position peaked at $1.76M in Q1 2026. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Waterfront Wealth reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Waterfront Wealth sold 10,366 ExxonMobil shares in Q2 2026, an estimated $1.76M.
  • Waterfront Wealth first reported a position in ExxonMobil in Q4 2020 and held it in 22 quarters.
  • Waterfront Wealth's ExxonMobil position peaked at $1.76M in Q1 2026.
  • 2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.