Wealth Enhancement Advisory Services
XOM icon

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
2025
Q4 		– Sell
-25,483
Closed -$74K – 3815
2025
Q3 		$74K Buy
25,483
+8,983
+54% +$999K ﹤0.01% 3375
2025
Q2 		$36K Sell
16,500
-10,700
-39% -$1.14M ﹤0.01% 3256
2025
Q1 		$91.9K Buy
27,200
+7,800
+40% +$863K ﹤0.01% 2776
2024
Q4 		$100K Sell
19,400
-1,000
-5% -$117K ﹤0.01% 2807
2024
Q3 		$78.5K Hold
20,400
– – ﹤0.01% 2586
2024
Q2 		$91K Buy
+20,400
New +$2.38M ﹤0.01% 2415

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.