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Wheelhouse Advisory Group’s ExxonMobil XOM Stock Holding History

Wheelhouse Advisory Group’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 		$483K Buy
3,529
+863
+32% +$129K 0.14% 33
2026
Q1 		$452K Sell
2,666
-1,177
-31% -$172K 0.15% 32
2025
Q4 		$465K Buy
3,843
+118
+3% +$13.7K 0.18% 29
2025
Q3 		$420K Sell
3,725
-588
-14% -$65.4K 0.18% 33
2025
Q2 		$465K Sell
4,313
-30
-0.7% -$3.21K 0.23% 30
2025
Q1 		$517K Buy
4,343
+600
+16% +$66.4K 0.3% 28
2024
Q4 		$403K Buy
3,743
+112
+3% +$13.1K 0.24% 34
2024
Q3 		$426K Buy
3,631
+20
+0.6% +$2.31K 0.27% 33
2024
Q2 		$412K Sell
3,611
-192
-5% -$22.4K 0.29% 30
2024
Q1 		$442K Sell
3,803
-332
-8% -$34.7K 0.34% 28
2023
Q4 		$414K Buy
+4,135
New +$435K 0.36% 27

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

Wheelhouse Advisory Group's XOM Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its ExxonMobil (XOM) stake by 32% in Q2 2026, buying an estimated $129K and bringing the position to 3,529 shares worth $483K. The position accounts for 0.14% of the portfolio, ranked #33.

Wheelhouse Advisory Group first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $517K in Q1 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wheelhouse Advisory Group held 3,529 shares of ExxonMobil worth $483K as of Q2 2026.
  • Wheelhouse Advisory Group bought 863 ExxonMobil shares in Q2 2026, an estimated $129K.
  • ExxonMobil made up 0.14% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #33 holding.
  • Wheelhouse Advisory Group first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Wheelhouse Advisory Group's ExxonMobil position peaked at $517K in Q1 2025.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.