Wedmont Private Capital’s ExxonMobil XOM Stock Holding History

Wedmont Private Capital’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	$10.3M	Buy	74,295 +6,623	+10%	+$991K	0.28%	53
2026 Q1	$10.6M	Buy	67,672 +2,282	+3%	+$333K	0.34%	47
2025 Q4	$7.75M	Sell	65,390 -261	-0.4%	-$30.3K	0.27%	53
2025 Q3	$7.5M	Buy	65,651 +735	+1%	+$81.7K	0.28%	51
2025 Q2	$7.39M	Buy	64,916 +2,271	+4%	+$243K	0.32%	45
2025 Q1	$6.46M	Buy	62,645 +4,013	+7%	+$444K	0.33%	47
2024 Q4	$6.25M	Buy	58,632 +486	+0.8%	+$56.9K	0.33%	44
2024 Q3	$7.29M	Buy	58,146 +3,235	+6%	+$374K	0.42%	39
2024 Q2	$6.22M	Buy	54,911 +10,758	+24%	+$1.25M	0.39%	40
2024 Q1	$5.35M	Buy	44,153 +6,020	+16%	+$630K	0.39%	37
2023 Q4	$3.85M	Buy	38,133 +1,567	+4%	+$165K	0.31%	45
2023 Q3	$4.06M	Buy	36,566 +123	+0.3%	+$13.5K	0.41%	37
2023 Q2	$3.68M	Buy	36,443 +1,567	+4%	+$171K	0.4%	42
2023 Q1	$3.99M	Buy	34,876 +4,259	+14%	+$471K	0.53%	31
2022 Q4	$3.38M	Buy	30,617 +5,302	+21%	+$568K	0.51%	32
2022 Q3	$2.21M	Buy	25,315 +3,821	+18%	+$349K	0.44%	37
2022 Q2	$1.84M	Buy	21,494 +6,839	+47%	+$617K	0.4%	41
2022 Q1	$1.22M	Buy	14,655 +3,914	+36%	+$304K	0.27%	60
2021 Q4	$759K	Buy	+10,741	New	+$671K	0.23%	74

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wedmont Private Capital's XOM Position: Q2 2026 in Review

Wedmont Private Capital increased its ExxonMobil (XOM) stake by 9.8% in Q2 2026, buying an estimated $991K and bringing the position to 74,295 shares worth $10.3M. The position accounts for 0.28% of the portfolio, ranked #53.

Wedmont Private Capital first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.6M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Wedmont Private Capital held 74,295 shares of ExxonMobil worth $10.3M as of Q2 2026.
Wedmont Private Capital bought 6,623 ExxonMobil shares in Q2 2026, an estimated $991K.
ExxonMobil made up 0.28% of Wedmont Private Capital's portfolio in Q2 2026, its #53 holding.
Wedmont Private Capital first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Wedmont Private Capital's ExxonMobil position peaked at $10.6M in Q1 2026.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.