WAS
XOM icon

WESPAC Advisors SoCal’s ExxonMobil XOM Stock Holding History

WESPAC Advisors SoCal’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 		$429K Buy
3,136
+5
+0.2% +$748 0.08% 97
2026
Q1 		$531K Hold
3,131
– – 0.11% 90
2025
Q4 		$377K Hold
3,131
– – 0.08% 94
2025
Q3 		$353K Hold
3,131
– – 0.07% 94
2025
Q2 		$338K Sell
3,131
-359
-10% -$38.4K 0.08% 90
2025
Q1 		$415K Sell
3,490
-1,168
-25% -$129K 0.11% 78
2024
Q4 		$501K Hold
4,658
– – 0.11% 74
2024
Q3 		$546K Sell
4,658
-1,806
-28% -$209K 0.13% 71
2024
Q2 		$744K Sell
6,464
-162
-2% -$18.9K 0.19% 60
2024
Q1 		$770K Sell
6,626
-1,434
-18% -$150K 0.2% 61
2023
Q4 		$806K Sell
8,060
-37,029
-82% -$3.89M 0.23% 58
2023
Q3 		$5.3M Sell
45,089
-111
-0.2% -$12.2K 1.79% 22
2023
Q2 		$4.85M Sell
45,200
-22,025
-33% -$2.4M 1.66% 23
2023
Q1 		$7.37M Sell
67,225
-310
-0.5% -$34.3K 2.54% 13
2022
Q4 		$7.45M Buy
67,535
+105
+0.2% +$11.3K 2.77% 14
2022
Q3 		$7.47M Buy
+67,430
New +$6.16M 3.12% 13
2019
Q2 		– Sell
-1,321
Closed -$106K – 327
2019
Q1 		$106K Hold
1,321
– – 0.06% 100
2018
Q4 		$90K Buy
1,321
+25
+2% +$1.96K 0.06% 100
2018
Q3 		$110K Buy
+1,296
New +$106K 0.06% 99
2018
Q2 		– Sell
-1,346
Closed -$100K – 262
2018
Q1 		$100K Sell
1,346
-1,178
-47% -$94.2K 0.06% 95
2017
Q4 		$211K Buy
2,524
+196
+8% +$16.2K 0.12% 82
2017
Q3 		$190K Sell
2,328
-150
-6% -$11.9K 0.11% 88
2017
Q2 		$200K Sell
2,478
-110
-4% -$9K 0.13% 82
2017
Q1 		$212K Sell
2,588
-125
-5% -$10.4K 0.13% 80
2016
Q4 		$245K Hold
2,713
– – 0.16% 76
2016
Q3 		$237K Buy
2,713
+1,063
+64% +$94.3K 0.16% 76
2016
Q2 		$155K Sell
1,650
-1,128
-41% -$99.7K 0.1% 85
2016
Q1 		$232K Buy
2,778
+1,548
+126% +$124K 0.17% 71
2015
Q4 		$95K Buy
+1,230
New +$98.3K 0.06% 102

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

WESPAC Advisors SoCal's XOM Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its ExxonMobil (XOM) stake by 0.16% in Q2 2026, buying an estimated $748 and bringing the position to 3,136 shares worth $429K. The position accounts for 0.08% of the portfolio, ranked #97.

WESPAC Advisors SoCal first reported a position in XOM in Q4 2015 and has held it in 29 quarters since. The position peaked at $7.47M in Q3 2022. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • WESPAC Advisors SoCal held 3,136 shares of ExxonMobil worth $429K as of Q2 2026.
  • WESPAC Advisors SoCal bought 5 ExxonMobil shares in Q2 2026, an estimated $748.
  • ExxonMobil made up 0.08% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #97 holding.
  • WESPAC Advisors SoCal first reported a position in ExxonMobil in Q4 2015 and has held it in 29 quarters since.
  • WESPAC Advisors SoCal's ExxonMobil position peaked at $7.47M in Q3 2022.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.