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Wealth Enhancement Trust Services’s ExxonMobil XOM Stock Holding History

Wealth Enhancement Trust 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 		$4.06M Sell
29,715
-3,250
-10% -$486K 0.45% 54
2026
Q1 		$5.59M Buy
32,965
+981
+3% +$143K 0.68% 35
2025
Q4 		$3.85M Buy
+31,984
New +$3.71M 0.49% 47

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its ExxonMobil (XOM) stake by 9.9% in Q2 2026, selling an estimated $486K and leaving 29,715 shares worth $4.06M. The position accounts for 0.45% of the portfolio, ranked #54.

Wealth Enhancement Trust Services first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.59M in Q1 2026. 3,470 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wealth Enhancement Trust Services held 29,715 shares of ExxonMobil worth $4.06M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 3,250 ExxonMobil shares in Q2 2026, an estimated $486K.
  • ExxonMobil made up 0.45% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #54 holding.
  • Wealth Enhancement Trust Services first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's ExxonMobil position peaked at $5.59M in Q1 2026.
  • 3,470 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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