Wealth Group’s ExxonMobil XOM Stock Holding History

Wealth Group’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	$314K	Sell	2,297 -3,218	-58%	-$482K	0.08%	93
2026 Q1	$936K	Buy	5,515 +2,554	+86%	+$373K	0.87%	32
2025 Q4	$356K	Buy	+2,961	New	+$343K	0.35%	59
2025 Q2	$336K	Sell	3,113 -6,403	-67%	-$684K	0.33%	62
2025 Q1	$1.13M	Buy	9,516 +1,468	+18%	+$162K	0.73%	34
2024 Q4	$866K	Buy	8,048 +426	+6%	+$49.8K	0.56%	44
2024 Q3	$893K	Buy	7,622 +1	+0%	+$115	0.6%	43
2024 Q2	$877K	Buy	7,621 +214	+3%	+$24.9K	0.63%	40
2024 Q1	$861K	Buy	+7,407	New	+$775K	0.65%	41

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Group's XOM Position: Q2 2026 in Review

Wealth Group reduced its ExxonMobil (XOM) stake by 58% in Q2 2026, selling an estimated $482K and leaving 2,297 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #93.

Wealth Group first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q1 2025. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Wealth Group held 2,297 shares of ExxonMobil worth $314K as of Q2 2026.
Wealth Group sold 3,218 ExxonMobil shares in Q2 2026, an estimated $482K.
ExxonMobil made up 0.08% of Wealth Group's portfolio in Q2 2026, its #93 holding.
Wealth Group first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
Wealth Group's ExxonMobil position peaked at $1.13M in Q1 2025.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.