Wealth Advisors Northwest’s ExxonMobil XOM Stock Holding History

Wealth Advisors Northwest’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	$581K	Sell	4,247 -151	-3%	-$22.6K	0.2%	40
2026 Q1	$746K	Sell	4,398 -20	-0.5%	-$2.92K	0.31%	34
2025 Q4	$532K	Hold	4,418	–	–	0.24%	39
2025 Q3	$498K	Buy	4,418 +20	+0.5%	+$2.22K	0.24%	38
2025 Q2	$474K	Hold	4,398	–	–	0.25%	39
2025 Q1	$523K	Sell	4,398 -167	-4%	-$18.5K	0.33%	33
2024 Q4	$491K	Buy	+4,565	New	+$534K	0.33%	33

Other funds holding XOM

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

Citigroup New York $303B AUM 53.02% 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

Wealth Advisors Northwest's XOM Position: Q2 2026 in Review

Wealth Advisors Northwest reduced its ExxonMobil (XOM) stake by 3.4% in Q2 2026, selling an estimated $22.6K and leaving 4,247 shares worth $581K. The position accounts for 0.2% of the portfolio, ranked #40.

Wealth Advisors Northwest first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $746K in Q1 2026. 2,156 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Wealth Advisors Northwest held 4,247 shares of ExxonMobil worth $581K as of Q2 2026.
Wealth Advisors Northwest sold 151 ExxonMobil shares in Q2 2026, an estimated $22.6K.
ExxonMobil made up 0.2% of Wealth Advisors Northwest's portfolio in Q2 2026, its #40 holding.
Wealth Advisors Northwest first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Wealth Advisors Northwest's ExxonMobil position peaked at $746K in Q1 2026.
2,156 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.