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Whelan Financial’s ExxonMobil XOM Stock Holding History

Whelan Financial’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 		$493K Buy
3,605
+148
+4% +$22.2K 0.13% 59
2026
Q1 		$587K Buy
3,457
+10
+0.3% +$1.46K 0.18% 47
2025
Q4 		$415K Sell
3,447
-653
-16% -$75.7K 0.13% 57
2025
Q3 		$462K Buy
4,100
+1,419
+53% +$158K 0.15% 53
2025
Q2 		$289K Buy
2,681
+214
+9% +$22.9K 0.1% 54
2025
Q1 		$293K Buy
2,467
+14
+0.6% +$1.55K 0.11% 50
2024
Q4 		$264K Buy
2,453
+76
+3% +$8.89K 0.1% 47
2024
Q3 		$279K Sell
2,377
-83
-3% -$9.58K 0.11% 37
2024
Q2 		$283K Buy
2,460
+678
+38% +$79K 0.13% 34
2024
Q1 		$207K Buy
+1,782
New +$186K 0.09% 39

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

Whelan Financial's XOM Position: Q2 2026 in Review

Whelan Financial increased its ExxonMobil (XOM) stake by 4.3% in Q2 2026, buying an estimated $22.2K and bringing the position to 3,605 shares worth $493K. The position accounts for 0.13% of the portfolio, ranked #59.

Whelan Financial first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $587K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Whelan Financial held 3,605 shares of ExxonMobil worth $493K as of Q2 2026.
  • Whelan Financial bought 148 ExxonMobil shares in Q2 2026, an estimated $22.2K.
  • ExxonMobil made up 0.13% of Whelan Financial's portfolio in Q2 2026, its #59 holding.
  • Whelan Financial first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
  • Whelan Financial's ExxonMobil position peaked at $587K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.