Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s ExxonMobil XOM Stock Holding History

Wealth Enhancement Advisory Services’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 		$280M Buy
2,134,401
+305,977
+17% +$45.8M 0.47% 34
2026
Q1 		$276M Sell
1,828,424
-793,793
-30% -$116M 0.56% 27
2025
Q4 		$317M Sell
2,622,217
-177,907
-6% -$20.6M 0.43% 38
2025
Q3 		$320M Buy
2,800,124
+267,238
+11% +$29.7M 0.48% 36
2025
Q2 		$284M Buy
2,532,886
+360,473
+17% +$38.5M 0.47% 34
2025
Q1 		$258M Sell
2,172,413
-42,864
-2% -$4.74M 0.49% 36
2024
Q4 		$238M Buy
2,215,277
+336,586
+18% +$39.4M 0.46% 40
2024
Q3 		$220M Buy
1,878,691
+213,712
+13% +$24.7M 0.47% 36
2024
Q2 		$192M Buy
1,664,979
+207,874
+14% +$24.2M 0.46% 39
2024
Q1 		$169M Buy
1,457,105
+40,623
+3% +$4.25M 0.44% 42
2023
Q4 		$142M Buy
1,416,482
+125,732
+10% +$13.2M 0.41% 46
2023
Q3 		$152M Buy
1,290,750
+1,016,639
+371% +$112M 0.5% 37
2023
Q2 		$29.4M Buy
274,111
+130,319
+91% +$14.2M 0.32% 41
2023
Q1 		$15.8M Buy
143,792
+32,923
+30% +$3.64M 0.18% 66
2022
Q4 		$12.6M Buy
110,869
+99,303
+859% +$10.6M 0.16% 77
2022
Q3 		$1.17M Sell
11,566
-73,202
-86% -$6.68M 0.02% 223
2022
Q2 		$7.3M Buy
84,768
+39,273
+86% +$3.54M 0.1% 100
2022
Q1 		$3.78M Buy
45,495
+1,453
+3% +$113K 0.05% 153
2021
Q4 		$3.48M Buy
44,042
+33,098
+302% +$2.07M 0.05% 138
2021
Q3 		$721K Buy
10,944
+1,455
+15% +$82.9K 0.01% 231
2021
Q2 		$559K Sell
9,489
-22,593
-70% -$1.35M 0.01% 229
2021
Q1 		$1.81M Sell
32,082
-2,128
-6% -$112K 0.03% 144
2020
Q4 		$1.64M Sell
34,210
-31,031
-48% -$1.16M 0.04% 129
2020
Q3 		$2.26M Buy
65,241
+53,755
+468% +$2.2M 0.06% 107
2020
Q2 		$501K Sell
11,486
-672
-6% -$30.1K 0.01% 188
2020
Q1 		$547K Sell
12,158
-26,015
-68% -$1.44M 0.02% 184
2019
Q4 		$2.66M Sell
38,173
-22,771
-37% -$1.57M 0.09% 91
2019
Q3 		$4.2M Buy
60,944
+51,249
+529% +$3.71M 0.17% 63
2019
Q2 		$730K Sell
9,695
-67,492
-87% -$5.22M 0.03% 175
2019
Q1 		$6.44M Buy
77,187
+11,593
+18% +$884K 0.36% 34
2018
Q4 		$4.79M Buy
65,594
+20,826
+47% +$1.63M 0.3% 37
2018
Q3 		$3.48M Sell
44,768
-29,584
-40% -$2.42M 0.21% 38
2018
Q2 		$6.23M Sell
74,352
-3,994
-5% -$318K 0.38% 34
2018
Q1 		$6.05M Buy
78,346
+72,199
+1,175% +$5.77M 0.41% 32
2017
Q4 		$538K Sell
6,147
-60,822
-91% -$5.03M 0.04% 124
2017
Q3 		$5.47M Buy
+66,969
New +$5.32M 0.45% 33
2016
Q4 		– Sell
-27,414
Closed -$2.38M – 190
2016
Q3 		$2.38M Buy
+27,414
New +$2.43M 0.36% 46

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services's XOM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its ExxonMobil (XOM) stake by 17% in Q2 2026, buying an estimated $45.8M and bringing the position to 2,134,401 shares worth $280M. The position accounts for 0.47% of the portfolio, ranked #34.

Wealth Enhancement Advisory Services first reported a position in XOM in Q3 2016 and has held it in 37 quarters since. The position peaked at $320M in Q3 2025. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,134,401 shares of ExxonMobil worth $280M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 305,977 ExxonMobil shares in Q2 2026, an estimated $45.8M.
  • ExxonMobil made up 0.47% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #34 holding.
  • Wealth Enhancement Advisory Services first reported a position in ExxonMobil in Q3 2016 and has held it in 37 quarters since.
  • Wealth Enhancement Advisory Services's ExxonMobil position peaked at $320M in Q3 2025.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.