Wealthquest’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.56M | Buy |
11,384
+274
| +2% | +$41K | 0.1% | 45 |
|
|
2026
Q1 | $1.88M | Sell |
11,110
-2,695
| -20% | -$393K | 0.13% | 37 |
|
|
2025
Q4 | $1.66M | Buy |
13,805
+674
| +5% | +$78.2K | 0.13% | 39 |
|
|
2025
Q3 | $1.48M | Buy |
13,131
+553
| +4% | +$61.5K | 0.12% | 30 |
|
|
2025
Q2 | $1.36M | Sell |
12,578
-49
| -0.4% | -$5.24K | 0.11% | 39 |
|
|
2025
Q1 | $1.5M | Buy |
12,627
+11
| +0.1% | +$1.22K | 0.13% | 35 |
|
|
2024
Q4 | $1.36M | Buy |
12,616
+53
| +0.4% | +$6.2K | 0.11% | 39 |
|
|
2024
Q3 | $1.51M | Buy |
12,563
+137
| +1% | +$15.8K | 0.13% | 37 |
|
|
2024
Q2 | $1.43M | Buy |
12,426
+539
| +5% | +$62.8K | 0.15% | 37 |
|
|
2024
Q1 | $1.38M | Buy |
11,887
+18
| +0.2% | +$1.88K | 0.15% | 41 |
|
|
2023
Q4 | $1.19M | Sell |
11,869
-1
| -0% | -$105 | 0.13% | 47 |
|
|
2023
Q3 | $1.4M | Buy |
11,870
+5,116
| +76% | +$561K | 0.17% | 42 |
|
|
2023
Q2 | $724K | Buy |
6,754
+125
| +2% | +$13.6K | 0.09% | 62 |
|
|
2023
Q1 | $727K | Hold |
6,629
| – | – | 0.09% | 61 |
|
|
2022
Q4 | $731K | Hold |
6,629
| – | – | 0.09% | 62 |
|
|
2022
Q3 | $578K | Buy |
6,629
+89
| +1% | +$8.13K | 0.08% | 70 |
|
|
2022
Q2 | $560K | Hold |
6,540
| – | – | 0.08% | 70 |
|
|
2022
Q1 | $400K | Hold |
6,540
| – | – | 0.06% | 89 |
|
|
2021
Q4 | $400K | Buy |
6,540
+973
| +17% | +$60.8K | 0.06% | 89 |
|
|
2021
Q3 | $327K | Sell |
5,567
-244
| -4% | -$13.9K | 0.06% | 97 |
|
|
2021
Q2 | $366K | Sell |
5,811
-365
| -6% | -$21.8K | 0.06% | 93 |
|
|
2021
Q1 | $344K | Buy |
6,176
+239
| +4% | +$12.5K | 0.06% | 98 |
|
|
2020
Q4 | $244K | Sell |
5,937
-10
| -0.2% | -$375 | 0.05% | 112 |
|
|
2020
Q3 | $204K | Sell |
5,947
-284
| -5% | -$11.6K | 0.05% | 111 |
|
|
2020
Q2 | $278K | Buy |
+6,231
| New | +$279K | 0.07% | 88 |
|
|
2019
Q4 | $647K | Buy |
9,280
+48
| +0.5% | +$3.32K | 0.19% | 70 |
|
|
2019
Q3 | $651K | Sell |
9,232
-4,073
| -31% | -$295K | 0.22% | 68 |
|
|
2019
Q2 | $1.02M | Sell |
13,305
-2,330
| -15% | -$180K | 0.39% | 53 |
|
|
2019
Q1 | $1.26M | Sell |
15,635
-35
| -0.2% | -$2.67K | 0.48% | 43 |
|
|
2018
Q4 | $1.07M | Buy |
+15,670
| New | +$1.23M | 0.44% | 43 |
|
|
2015
Q3 | $810K | Sell |
10,892
-3,712
| -25% | -$286K | 1.47% | 9 |
|
|
2015
Q2 | $1.22M | Sell |
14,604
-64
| -0.4% | -$5.5K | 1.78% | 7 |
|
|
2015
Q1 | $1.25M | Buy |
14,668
+109
| +0.7% | +$9.67K | 1.8% | 7 |
|
|
2014
Q4 | $1.35M | Buy |
+14,559
| New | +$1.36M | 1.38% | 8 |
|
Other funds holding XOM
FWIA
ANRF
RG
BWL
CNB
Wealthquest's XOM Position: Q2 2026 in Review
Wealthquest increased its ExxonMobil (XOM) stake by 2.5% in Q2 2026, buying an estimated $41K and bringing the position to 11,384 shares worth $1.56M. The position accounts for 0.1% of the portfolio, ranked #45.
Wealthquest first reported a position in XOM in Q4 2014 and has held it in 34 quarters since. The position peaked at $1.88M in Q1 2026. 1,545 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Wealthquest held 11,384 shares of ExxonMobil worth $1.56M as of Q2 2026.
- Wealthquest bought 274 ExxonMobil shares in Q2 2026, an estimated $41K.
- ExxonMobil made up 0.1% of Wealthquest's portfolio in Q2 2026, its #45 holding.
- Wealthquest first reported a position in ExxonMobil in Q4 2014 and has held it in 34 quarters since.
- Wealthquest's ExxonMobil position peaked at $1.88M in Q1 2026.
- 1,545 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.