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Wealthcare Capital Partners’s ExxonMobil XOM Stock Holding History

Wealthcare Capital 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
-1,773
Closed -$301K – 185
2026
Q1 		$301K Buy
+1,773
New +$259K 0.14% 120
2025
Q4 		– Sell
-5,115
Closed -$577K – 159
2025
Q3 		$577K Sell
5,115
-77
-1% -$8.56K 0.27% 68
2025
Q2 		$560K Buy
5,192
+261
+5% +$27.9K 0.28% 63
2025
Q1 		$586K Buy
4,931
+393
+9% +$43.5K 0.3% 55
2024
Q4 		$488K Buy
+4,538
New +$531K 0.25% 58

Other funds holding XOM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Wealthcare Capital Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,773 shares — an estimated $301K sold.

Wealthcare Capital Partners first reported a position in XOM in Q4 2024 and held it in 5 quarters. The position peaked at $586K in Q1 2025. 2,685 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wealthcare Capital Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Capital Partners sold 1,773 ExxonMobil shares in Q2 2026, an estimated $301K.
  • Wealthcare Capital Partners first reported a position in ExxonMobil in Q4 2024 and held it in 5 quarters.
  • Wealthcare Capital Partners's ExxonMobil position peaked at $586K in Q1 2025.
  • 2,685 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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