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Wealth Advisors of Iowa’s ExxonMobil XOM Stock Holding History

Wealth Advisors of Iowa’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 		$317K Buy
2,317
+80
+4% +$12K 0.09% 68
2026
Q1 		$380K Buy
2,237
+236
+12% +$34.4K 0.12% 60
2025
Q4 		$241K Sell
2,001
-274
-12% -$31.8K 0.08% 75
2025
Q3 		$257K Buy
2,275
+286
+14% +$31.8K 0.09% 70
2025
Q2 		$214K Sell
1,989
-202
-9% -$21.6K 0.08% 70
2025
Q1 		$261K Buy
2,191
+7
+0.3% +$774 0.11% 56
2024
Q4 		$235K Buy
2,184
+11
+0.5% +$1.29K 0.12% 58
2024
Q3 		$255K Sell
2,173
-30
-1% -$3.46K 0.13% 55
2024
Q2 		$254K Buy
2,203
+92
+4% +$10.7K 0.14% 41
2024
Q1 		$245K Buy
+2,111
New +$221K 0.15% 54
2023
Q4 		– Sell
-1,964
Closed -$231K – 65
2023
Q3 		$231K Sell
1,964
-1,509
-43% -$166K 0.16% 51
2023
Q2 		$372K Sell
3,473
-194
-5% -$21.2K 0.27% 36
2023
Q1 		$402K Sell
3,667
-438
-11% -$48.4K 0.31% 27
2022
Q4 		$453K Buy
4,105
+1,501
+58% +$161K 0.37% 33
2022
Q3 		$227K Sell
2,604
-474
-15% -$43.3K 0.21% 47
2022
Q2 		$254K Hold
3,078
– – 0.04% 63
2022
Q1 		$254K Buy
+3,078
New +$239K 0.13% 50
2021
Q4 		– Sell
-3,814
Closed -$224K – 67
2021
Q3 		$224K Buy
3,814
+220
+6% +$12.5K 0.12% 51
2021
Q2 		$227K Sell
3,594
-800
-18% -$47.8K 0.12% 49
2021
Q1 		$245K Buy
+4,394
New +$230K 0.14% 46

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

Wealth Advisors of Iowa's XOM Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its ExxonMobil (XOM) stake by 3.6% in Q2 2026, buying an estimated $12K and bringing the position to 2,317 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #68.

Wealth Advisors of Iowa first reported a position in XOM in Q1 2021 and has held it in 20 quarters since. The position peaked at $453K in Q4 2022. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wealth Advisors of Iowa held 2,317 shares of ExxonMobil worth $317K as of Q2 2026.
  • Wealth Advisors of Iowa bought 80 ExxonMobil shares in Q2 2026, an estimated $12K.
  • ExxonMobil made up 0.09% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #68 holding.
  • Wealth Advisors of Iowa first reported a position in ExxonMobil in Q1 2021 and has held it in 20 quarters since.
  • Wealth Advisors of Iowa's ExxonMobil position peaked at $453K in Q4 2022.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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