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Wealth Management Associates’s ExxonMobil XOM Stock Holding History

Wealth Management Associates’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 		$3.81M Buy
27,893
+3,088
+12% +$462K 1.05% 21
2026
Q1 		$4.21M Sell
24,805
-783
-3% -$114K 1.45% 16
2025
Q4 		$3.08M Sell
25,588
-91
-0.4% -$10.6K 1.07% 22
2025
Q3 		$2.9M Sell
25,679
-509
-2% -$56.6K 1.03% 22
2025
Q2 		$2.82M Sell
26,188
-273
-1% -$29.2K 1.1% 22
2025
Q1 		$3.15M Buy
26,461
+691
+3% +$76.4K 1.35% 16
2024
Q4 		$2.77M Buy
25,770
+10
+0% +$1.17K 1.18% 20
2024
Q3 		$3.02M Buy
25,760
+375
+1% +$43.3K 1.33% 15
2024
Q2 		$2.92M Hold
25,385
– – 1.37% 15
2024
Q1 		$2.92M Buy
25,385
+1,125
+5% +$118K 1.37% 15
2023
Q4 		$2.43M Sell
24,260
-1,934
-7% -$203K 1.28% 15
2023
Q3 		$3.08M Sell
26,194
-409
-2% -$44.9K 1.8% 13
2023
Q2 		$2.85M Sell
26,603
-1,342
-5% -$146K 1.62% 14
2023
Q1 		$3.06M Buy
27,945
+1,288
+5% +$142K 1.89% 11
2022
Q4 		$2.94M Buy
26,657
+1,453
+6% +$156K 1.96% 12
2022
Q3 		$2.2M Buy
25,204
+121
+0.5% +$11K 1.55% 13
2022
Q2 		$2.15M Sell
25,083
-226
-0.9% -$20.4K 1.47% 15
2022
Q1 		$2.09M Buy
25,309
+643
+3% +$50K 1.19% 18
2021
Q4 		$1.51M Sell
24,666
-482
-2% -$30.1K 0.81% 25
2021
Q3 		$1.48M Buy
25,148
+21
+0.1% +$1.2K 0.87% 26
2021
Q2 		$1.59M Buy
25,127
+2,251
+10% +$134K 0.9% 22
2021
Q1 		$1.28M Sell
22,876
-55
-0.2% -$2.88K 0.81% 25
2020
Q4 		$945K Sell
22,931
-260
-1% -$9.75K 0.62% 36
2020
Q3 		$796K Sell
23,191
-475
-2% -$19.4K 0.62% 37
2020
Q2 		$1.06M Buy
23,666
+1,790
+8% +$80.3K 0.89% 25
2020
Q1 		$831K Buy
21,876
+250
+1% +$13.8K 0.84% 27
2019
Q4 		$1.51M Buy
21,626
+3,342
+18% +$231K 1.08% 23
2019
Q3 		$1.29M Buy
18,284
+1,533
+9% +$111K 1.04% 24
2019
Q2 		$1.28M Sell
16,751
-353
-2% -$27.3K 1.28% 25
2019
Q1 		$1.38M Buy
17,104
+4,913
+40% +$375K 1.51% 21
2018
Q4 		$831K Buy
+12,191
New +$956K 1.12% 27

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 Management Associates's XOM Position: Q2 2026 in Review

Wealth Management Associates increased its ExxonMobil (XOM) stake by 12% in Q2 2026, buying an estimated $462K and bringing the position to 27,893 shares worth $3.81M. The position accounts for 1.05% of the portfolio, ranked #21.

Wealth Management Associates first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.21M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wealth Management Associates held 27,893 shares of ExxonMobil worth $3.81M as of Q2 2026.
  • Wealth Management Associates bought 3,088 ExxonMobil shares in Q2 2026, an estimated $462K.
  • ExxonMobil made up 1.05% of Wealth Management Associates's portfolio in Q2 2026, its #21 holding.
  • Wealth Management Associates first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
  • Wealth Management Associates's ExxonMobil position peaked at $4.21M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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