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Websterrogers Financial Advisors’s ExxonMobil XOM Stock Holding History

Websterrogers Financial Advisors’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 		$250K Sell
1,832
-246
-12% -$36.8K 0.06% 87
2026
Q1 		$353K Buy
2,078
+173
+9% +$25.2K 0.1% 68
2025
Q4 		$229K Buy
1,905
+26
+1% +$3.02K 0.07% 84
2025
Q3 		$212K Hold
1,879
– – 0.06% 87
2025
Q2 		$203K Buy
1,879
+2
+0.1% +$214 0.06% 85
2025
Q1 		$223K Hold
1,877
– – 0.08% 76
2024
Q4 		$202K Buy
1,877
+1
+0.1% +$117 0.07% 80
2024
Q3 		$220K Hold
1,876
– – 0.08% 66
2024
Q2 		$216K Sell
1,876
-11
-0.6% -$1.28K 0.08% 66
2024
Q1 		$219K Buy
+1,887
New +$197K 0.08% 72

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

Websterrogers Financial Advisors's XOM Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $36.8K and leaving 1,832 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #87.

Websterrogers Financial Advisors first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $353K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Websterrogers Financial Advisors held 1,832 shares of ExxonMobil worth $250K as of Q2 2026.
  • Websterrogers Financial Advisors sold 246 ExxonMobil shares in Q2 2026, an estimated $36.8K.
  • ExxonMobil made up 0.06% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • Websterrogers Financial Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
  • Websterrogers Financial Advisors's ExxonMobil position peaked at $353K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.