Wetzel Investment Advisors’s ExxonMobil XOM Stock Holding History

Wetzel Investment 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	$756K	Sell	5,527 -100	-2%	-$15K	0.26%	60
2026 Q1	$955K	Sell	5,627 -752	-12%	-$110K	0.38%	48
2025 Q4	$768K	Hold	6,379	–	–	0.31%	49
2025 Q3	$719K	Hold	6,379	–	–	0.31%	51
2025 Q2	$688K	Sell	6,379 -991	-13%	-$106K	0.31%	51
2025 Q1	$877K	Sell	7,370 -248	-3%	-$27.4K	0.44%	38
2024 Q4	$819K	Sell	7,618 -361	-5%	-$42.2K	0.41%	45
2024 Q3	$935K	Buy	7,979 +773	+11%	+$89.3K	0.47%	41
2024 Q2	$838K	Hold	7,206	–	–	0.48%	38
2024 Q1	$854K	Buy	7,206 +1,740	+32%	+$182K	0.5%	38
2023 Q4	$546K	Buy	+5,466	New	+$574K	0.34%	49

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

Wetzel Investment Advisors's XOM Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its ExxonMobil (XOM) stake by 1.8% in Q2 2026, selling an estimated $15K and leaving 5,527 shares worth $756K. The position accounts for 0.26% of the portfolio, ranked #60.

Wetzel Investment Advisors first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $955K in Q1 2026. 1,487 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Wetzel Investment Advisors held 5,527 shares of ExxonMobil worth $756K as of Q2 2026.
Wetzel Investment Advisors sold 100 ExxonMobil shares in Q2 2026, an estimated $15K.
ExxonMobil made up 0.26% of Wetzel Investment Advisors's portfolio in Q2 2026, its #60 holding.
Wetzel Investment Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's ExxonMobil position peaked at $955K in Q1 2026.
1,487 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.