Waterway Wealth Management’s ExxonMobil XOM Stock Holding History

Waterway Wealth Management’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	$662K	Sell	4,843 -489	-9%	-$73.2K	0.14%	68
2026 Q1	$905K	Sell	5,332 -2,426	-31%	-$354K	0.2%	55
2025 Q4	$934K	Buy	7,758 +1,936	+33%	+$225K	0.21%	51
2025 Q3	$656K	Sell	5,822 -3,729	-39%	-$415K	0.16%	59
2025 Q2	$1.03M	Sell	9,551 -4,300	-31%	-$460K	0.31%	30
2025 Q1	$1.65M	Buy	13,851 +917	+7%	+$101K	0.69%	18
2024 Q4	$1.39M	Sell	12,934 -826	-6%	-$96.6K	0.61%	18
2024 Q3	$1.61M	Sell	13,760 -186	-1%	-$21.5K	0.69%	18
2024 Q2	$1.61M	Sell	13,946 -447	-3%	-$52.1K	0.79%	17
2024 Q1	$1.67M	Buy	14,393 +4,206	+41%	+$440K	0.74%	15
2023 Q4	$1.02M	Buy	+10,187	New	+$1.07M	0.43%	20

Other funds holding XOM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Waterway Wealth Management's XOM Position: Q2 2026 in Review

Waterway Wealth Management reduced its ExxonMobil (XOM) stake by 9.2% in Q2 2026, selling an estimated $73.2K and leaving 4,843 shares worth $662K. The position accounts for 0.14% of the portfolio, ranked #68.

Waterway Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q1 2024. 1,145 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Waterway Wealth Management held 4,843 shares of ExxonMobil worth $662K as of Q2 2026.
Waterway Wealth Management sold 489 ExxonMobil shares in Q2 2026, an estimated $73.2K.
ExxonMobil made up 0.14% of Waterway Wealth Management's portfolio in Q2 2026, its #68 holding.
Waterway Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Waterway Wealth Management's ExxonMobil position peaked at $1.67M in Q1 2024.
1,145 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.