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Wealthcare Advisory Partners’s ExxonMobil XOM Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-106,630
Closed -$18.1M – 1160
2026
Q1 		$18.1M Sell
106,630
-14,880
-12% -$2.17M 0.35% 59
2025
Q4 		$14.6M Buy
121,510
+3,774
+3% +$438K 0.29% 78
2025
Q3 		$13.3M Buy
117,736
+9,318
+9% +$1.04M 0.28% 74
2025
Q2 		$11.7M Buy
108,418
+3,821
+4% +$408K 0.27% 74
2025
Q1 		$12.4M Buy
104,597
+2,455
+2% +$272K 0.33% 63
2024
Q4 		$11M Buy
102,142
+16
+0% +$1.87K 0.31% 66
2024
Q3 		$12M Buy
102,126
+10,243
+11% +$1.18M 0.34% 57
2024
Q2 		$10.6M Buy
91,883
+4,314
+5% +$502K 0.33% 58
2024
Q1 		$10.2M Buy
87,569
+6,822
+8% +$714K 0.33% 57
2023
Q4 		$8.07M Buy
80,747
+745
+0.9% +$78.3K 0.32% 59
2023
Q3 		$9.41M Sell
80,002
-1,948
-2% -$214K 0.43% 51
2023
Q2 		$8.79M Sell
81,950
-4,321
-5% -$471K 0.39% 50
2023
Q1 		$9.46M Sell
86,271
-1,850
-2% -$205K 0.41% 49
2022
Q4 		$9.72M Buy
88,121
+1,568
+2% +$168K 0.46% 48
2022
Q3 		$7.56M Buy
86,553
+3,333
+4% +$304K 0.43% 48
2022
Q2 		$7.13M Buy
83,220
+8,263
+11% +$745K 0.43% 46
2022
Q1 		$6.19M Sell
74,957
-3,785
-5% -$294K 0.38% 41
2021
Q4 		$4.82M Buy
78,742
+5,322
+7% +$333K 0.29% 52
2021
Q3 		$4.32M Buy
73,420
+22,555
+44% +$1.29M 0.28% 54
2021
Q2 		$3.21M Sell
50,865
-22,341
-31% -$1.33M 0.21% 72
2021
Q1 		$4.09M Buy
73,206
+38,079
+108% +$2M 0.3% 45
2020
Q4 		$1.45M Buy
35,127
+4,284
+14% +$161K 0.13% 99
2020
Q3 		$1.06M Sell
30,843
-1,384
-4% -$56.6K 0.12% 115
2020
Q2 		$1.44M Buy
32,227
+635
+2% +$28.5K 0.18% 74
2020
Q1 		$1.2M Sell
31,592
-829
-3% -$45.8K 0.18% 77
2019
Q4 		$2.26M Buy
32,421
+11,694
+56% +$809K 0.29% 44
2019
Q3 		$1.46M Buy
20,727
+2,282
+12% +$165K 0.21% 63
2019
Q2 		$1.41M Sell
18,445
-1,436
-7% -$111K 0.22% 63
2019
Q1 		$1.61M Buy
19,881
+358
+2% +$27.3K 0.27% 54
2018
Q4 		$1.33M Sell
19,523
-395
-2% -$31K 0.26% 56
2018
Q3 		$1.69M Buy
19,918
+1,887
+10% +$154K 0.31% 45
2018
Q2 		$1.49M Buy
18,031
+1,087
+6% +$86.6K 0.29% 52
2018
Q1 		$1.26M Buy
16,944
+702
+4% +$56.1K 0.29% 52
2017
Q4 		$1.36M Buy
16,242
+3,015
+23% +$249K 0.35% 39
2017
Q3 		$1.08M Buy
13,227
+11,875
+878% +$943K 0.32% 41
2017
Q2 		$109K Sell
1,352
-400
-23% -$32.7K 0.05% 36
2017
Q1 		$144K Hold
1,752
– – 0.08% 32
2016
Q4 		$158K Buy
1,752
+1,069
+157% +$93.4K 0.09% 32
2016
Q3 		$60K Hold
683
– – 0.04% 34
2016
Q2 		$64K Buy
+683
New +$60.4K 0.05% 47

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Wealthcare Advisory Partners's XOM Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 106,630 shares — an estimated $18.1M sold.

Wealthcare Advisory Partners first reported a position in XOM in Q2 2016 and held it in 40 quarters. The position peaked at $18.1M in Q1 2026. 1,299 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 106,630 ExxonMobil shares in Q2 2026, an estimated $18.1M.
  • Wealthcare Advisory Partners first reported a position in ExxonMobil in Q2 2016 and held it in 40 quarters.
  • Wealthcare Advisory Partners's ExxonMobil position peaked at $18.1M in Q1 2026.
  • 1,299 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.