WCM
XOM icon

Wealthcare Capital Management’s ExxonMobil XOM Stock Holding History

Wealthcare Capital Management’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
-14,022
Closed -$2.38M – 109
2026
Q1 		$2.38M Buy
14,022
+101
+0.7% +$14.7K 0.24% 24
2025
Q4 		$1.68M Buy
13,921
+30
+0.2% +$3.48K 0.17% 28
2025
Q3 		$1.57M Buy
13,891
+1,109
+9% +$123K 0.16% 26
2025
Q2 		$1.38M Buy
12,782
+4,252
+50% +$455K 0.15% 28
2025
Q1 		$1.01M Sell
8,530
-23
-0.3% -$2.54K 0.1% 37
2024
Q4 		$920K Buy
8,553
+22
+0.3% +$2.57K 0.09% 34
2024
Q3 		$1,000K Buy
8,531
+66
+0.8% +$7.62K 0.1% 37
2024
Q2 		$974K Buy
8,465
+168
+2% +$19.6K 0.1% 34
2024
Q1 		$965K Sell
8,297
-72
-0.9% -$7.53K 0.11% 36
2023
Q4 		$837K Sell
8,369
-68
-0.8% -$7.15K 0.1% 40
2023
Q3 		$992K Sell
8,437
-243
-3% -$26.7K 0.12% 34
2023
Q2 		$931K Buy
8,680
+9
+0.1% +$982 0.11% 33
2023
Q1 		$951K Buy
8,671
+51
+0.6% +$5.64K 0.12% 33
2022
Q4 		$951K Buy
8,620
+2,926
+51% +$314K 0.12% 33
2022
Q3 		$497K Buy
5,694
+688
+14% +$62.8K 0.06% 41
2022
Q2 		$429K Sell
5,006
-307
-6% -$27.7K 0.05% 47
2022
Q1 		$439K Buy
5,313
+534
+11% +$41.5K 0.04% 56
2021
Q4 		$292K Sell
4,779
-150
-3% -$9.38K 0.03% 71
2021
Q3 		$290K Buy
4,929
+89
+2% +$5.07K 0.03% 64
2021
Q2 		$305K Buy
4,840
+105
+2% +$6.27K 0.03% 63
2021
Q1 		$264K Sell
4,735
-628
-12% -$32.9K 0.03% 61
2020
Q4 		$221K Sell
5,363
-818
-13% -$30.7K 0.02% 59
2020
Q3 		$212K Sell
6,181
-396
-6% -$16.2K 0.02% 56
2020
Q2 		$294K Buy
6,577
+649
+11% +$29.1K 0.04% 46
2020
Q1 		$225K Sell
5,928
-154
-3% -$8.5K 0.03% 48
2019
Q4 		$424K Buy
6,082
+269
+5% +$18.6K 0.05% 41
2019
Q3 		$410K Sell
5,813
-254
-4% -$18.4K 0.05% 38
2019
Q2 		$465K Buy
6,067
+1
+0% +$77 0.06% 34
2019
Q1 		$490K Buy
6,066
+2
+0% +$152 0.07% 34
2018
Q4 		$414K Sell
6,064
-167
-3% -$13.1K 0.06% 37
2018
Q3 		$530K Buy
6,231
+1
+0% +$82 0.06% 29
2018
Q2 		$515K Sell
6,230
-93
-1% -$7.41K 0.06% 30
2018
Q1 		$472K Buy
6,323
+1
+0% +$80 0.05% 31
2017
Q4 		$529K Sell
6,322
-139
-2% -$11.5K 0.06% 28
2017
Q3 		$530K Buy
6,461
+1
+0% +$79 0.06% 27
2017
Q2 		$521K Buy
6,460
+2
+0% +$164 0.06% 29
2017
Q1 		$530K Sell
6,458
-109
-2% -$9.11K 0.06% 27
2016
Q4 		$593K Sell
6,567
-2,176
-25% -$190K 0.07% 26
2016
Q3 		$763K Sell
8,743
-186
-2% -$16.5K 0.09% 21
2016
Q2 		$837K Buy
8,929
+1
+0% +$88 0.1% 17
2016
Q1 		$746K Sell
8,928
-69
-0.8% -$5.53K 0.09% 19
2015
Q4 		$701K Sell
8,997
-7
-0.1% -$560 0.09% 22
2015
Q3 		$669K Sell
9,004
-99
-1% -$7.63K 0.08% 20
2015
Q2 		$757K Sell
9,103
-2,723
-23% -$234K 0.09% 18
2015
Q1 		$1M Buy
11,826
+3,028
+34% +$269K 0.12% 22
2014
Q4 		$813K Sell
8,798
-34
-0.4% -$3.17K 0.11% 16
2014
Q3 		$831K Buy
8,832
+110
+1% +$11K 0.12% 14
2014
Q2 		$878K Buy
8,722
+146
+2% +$14.7K 0.13% 13
2014
Q1 		$838K Buy
8,576
+89
+1% +$8.48K 0.13% 14
2013
Q4 		$859K Buy
8,487
+2,228
+36% +$206K 0.14% 9
2013
Q3 		$539K Hold
6,259
– – 0.09% 9
2013
Q2 		$566K Buy
+6,259
New +$563K 0.1% 9

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

Wealthcare Capital Management's XOM Position: Q2 2026 in Review

Wealthcare Capital Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 14,022 shares — an estimated $2.38M sold.

Wealthcare Capital Management first reported a position in XOM in Q2 2013 and held it in 52 quarters. The position peaked at $2.38M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wealthcare Capital Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Capital Management sold 14,022 ExxonMobil shares in Q2 2026, an estimated $2.38M.
  • Wealthcare Capital Management first reported a position in ExxonMobil in Q2 2013 and held it in 52 quarters.
  • Wealthcare Capital Management's ExxonMobil position peaked at $2.38M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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