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Wellspring Financial Advisors’s ExxonMobil XOM Stock Holding History

Wellspring 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 		$3.58M Sell
26,194
-130
-0.5% -$19.5K 0.24% 43
2026
Q1 		$4.47M Sell
26,324
-1,065
-4% -$155K 0.34% 38
2025
Q4 		$3.3M Buy
27,389
+13,125
+92% +$1.52M 0.26% 39
2025
Q3 		$1.61M Buy
14,264
+1,057
+8% +$118K 0.15% 52
2025
Q2 		$1.42M Buy
13,207
+141
+1% +$15.1K 0.14% 50
2025
Q1 		$1.55M Buy
13,066
+10
+0.1% +$1.11K 0.17% 44
2024
Q4 		$1.4M Sell
13,056
-98
-0.7% -$11.5K 0.15% 52
2024
Q3 		$1.54M Sell
13,154
-461
-3% -$53.2K 0.18% 44
2024
Q2 		$1.57M Buy
13,615
+882
+7% +$103K 0.21% 42
2024
Q1 		$1.48M Buy
12,733
+753
+6% +$78.8K 0.23% 44
2023
Q4 		$1.2M Buy
11,980
+466
+4% +$49K 0.3% 46
2023
Q3 		$1.35M Buy
+11,514
New +$1.26M 0.4% 41

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Wellspring Financial Advisors reduced its ExxonMobil (XOM) stake by 0.49% in Q2 2026, selling an estimated $19.5K and leaving 26,194 shares worth $3.58M. The position accounts for 0.24% of the portfolio, ranked #43.

Wellspring Financial Advisors first reported a position in XOM in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.47M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wellspring Financial Advisors held 26,194 shares of ExxonMobil worth $3.58M as of Q2 2026.
  • Wellspring Financial Advisors sold 130 ExxonMobil shares in Q2 2026, an estimated $19.5K.
  • ExxonMobil made up 0.24% of Wellspring Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Wellspring Financial Advisors first reported a position in ExxonMobil in Q3 2023 and has held it in 12 quarters since.
  • Wellspring Financial Advisors's ExxonMobil position peaked at $4.47M in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.