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Wealth Architects’s ExxonMobil XOM Stock Holding History

Wealth Architects’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 		$2.3M Buy
16,807
+157
+0.9% +$23.5K 0.18% 68
2026
Q1 		$2.82M Sell
16,650
-57
-0.3% -$8.32K 0.25% 57
2025
Q4 		$2.01M Sell
16,707
-375
-2% -$43.5K 0.18% 65
2025
Q3 		$1.93M Sell
17,082
-44
-0.3% -$4.89K 0.18% 67
2025
Q2 		$1.85M Sell
17,126
-67
-0.4% -$7.16K 0.19% 65
2025
Q1 		$2.04M Sell
17,193
-967
-5% -$107K 0.23% 61
2024
Q4 		$1.95M Buy
18,160
+4,409
+32% +$516K 0.22% 58
2024
Q3 		$1.61M Sell
13,751
-198
-1% -$22.9K 0.18% 62
2024
Q2 		$1.61M Buy
13,949
+265
+2% +$30.9K 0.2% 61
2024
Q1 		$1.59M Sell
13,684
-205
-1% -$21.4K 0.21% 57
2023
Q4 		$1.39M Buy
13,889
+146
+1% +$15.3K 0.19% 58
2023
Q3 		$1.62M Buy
13,743
+98
+0.7% +$10.7K 0.27% 49
2023
Q2 		$1.46M Sell
13,645
-410
-3% -$44.7K 0.24% 53
2023
Q1 		$1.54M Buy
14,055
+112
+0.8% +$12.4K 0.27% 47
2022
Q4 		$1.54M Buy
13,943
+3
+0% +$321 0.29% 44
2022
Q3 		$1.22M Sell
13,940
-2,601
-16% -$237K 0.25% 46
2022
Q2 		$1.42M Buy
16,541
+979
+6% +$88.3K 0.28% 42
2022
Q1 		$1.28M Buy
15,562
+1,574
+11% +$122K 0.22% 45
2021
Q4 		$856K Buy
13,988
+764
+6% +$47.8K 0.15% 67
2021
Q3 		$778K Sell
13,224
-406
-3% -$23.1K 0.15% 68
2021
Q2 		$860K Buy
13,630
+2,173
+19% +$130K 0.17% 57
2021
Q1 		$640K Buy
11,457
+659
+6% +$34.6K 0.14% 68
2020
Q4 		$445K Sell
10,798
-543
-5% -$20.4K 0.1% 86
2020
Q3 		$389K Sell
11,341
-205
-2% -$8.38K 0.11% 90
2020
Q2 		$516K Buy
11,546
+178
+2% +$7.98K 0.14% 66
2020
Q1 		$432K Sell
11,368
-1,505
-12% -$83.1K 0.15% 69
2019
Q4 		$898K Sell
12,873
-1,561
-11% -$108K 0.25% 41
2019
Q3 		$1.02M Buy
14,434
+173
+1% +$12.5K 0.31% 32
2019
Q2 		$1.09M Sell
14,261
-1,855
-12% -$144K 0.33% 31
2019
Q1 		$1.3M Sell
16,116
-1,091
-6% -$83.2K 0.41% 28
2018
Q4 		$1.17M Sell
17,207
-606
-3% -$47.5K 0.42% 28
2018
Q3 		$1.51M Buy
17,813
+2,881
+19% +$236K 0.47% 26
2018
Q2 		$1.24M Sell
14,932
-315
-2% -$25.1K 0.4% 28
2018
Q1 		$1.14M Sell
15,247
-163
-1% -$13K 0.38% 28
2017
Q4 		$1.29M Sell
15,410
-261
-2% -$21.6K 0.42% 29
2017
Q3 		$1.28M Buy
15,671
+591
+4% +$46.9K 0.45% 27
2017
Q2 		$1.22M Buy
15,080
+4,016
+36% +$329K 0.45% 27
2017
Q1 		$907K Sell
11,064
-16
-0.1% -$1.34K 0.36% 33
2016
Q4 		$1M Sell
11,080
-199
-2% -$17.4K 0.45% 30
2016
Q3 		$984K Buy
11,279
+101
+0.9% +$8.96K 0.46% 30
2016
Q2 		$1.05M Sell
11,178
-1,332
-11% -$118K 0.51% 25
2016
Q1 		$1.05M Sell
12,510
-21
-0.2% -$1.68K 0.52% 24
2015
Q4 		$977K Sell
12,531
-42
-0.3% -$3.36K 0.48% 29
2015
Q3 		$935K Buy
12,573
+64
+0.5% +$4.93K 0.5% 30
2015
Q2 		$1.04M Buy
12,509
+2,511
+25% +$216K 0.56% 21
2015
Q1 		$850K Sell
9,998
-180
-2% -$16K 0.49% 25
2014
Q4 		$941K Buy
+10,178
New +$949K 0.55% 21

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 Architects's XOM Position: Q2 2026 in Review

Wealth Architects increased its ExxonMobil (XOM) stake by 0.94% in Q2 2026, buying an estimated $23.5K and bringing the position to 16,807 shares worth $2.3M. The position accounts for 0.18% of the portfolio, ranked #68.

Wealth Architects first reported a position in XOM in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.82M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wealth Architects held 16,807 shares of ExxonMobil worth $2.3M as of Q2 2026.
  • Wealth Architects bought 157 ExxonMobil shares in Q2 2026, an estimated $23.5K.
  • ExxonMobil made up 0.18% of Wealth Architects's portfolio in Q2 2026, its #68 holding.
  • Wealth Architects first reported a position in ExxonMobil in Q4 2014 and has held it in 47 quarters since.
  • Wealth Architects's ExxonMobil position peaked at $2.82M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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