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White Wing Wealth Management’s ExxonMobil XOM Stock Holding History

White Wing Wealth Management’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 		$452K Buy
3,310
+47
+1% +$7.03K 0.24% 30
2026
Q1 		$554K Buy
3,263
+112
+4% +$16.3K 0.33% 21
2025
Q4 		$379K Sell
3,151
-47
-1% -$5.45K 0.23% 30
2025
Q3 		$358K Buy
3,198
+74
+2% +$8.23K 0.22% 27
2025
Q2 		$337K Buy
3,124
+39
+1% +$4.17K 0.23% 24
2025
Q1 		$330K Buy
3,085
+89
+3% +$9.84K 0.26% 21
2024
Q4 		$322K Buy
2,996
+21
+0.7% +$2.46K 0.24% 20
2024
Q3 		$349K Buy
2,975
+50
+2% +$5.77K 0.27% 22
2024
Q2 		$337K Buy
2,925
+305
+12% +$35.5K 0.27% 23
2024
Q1 		$307K Sell
2,620
-104
-4% -$10.9K 0.25% 27
2023
Q4 		$275K Buy
+2,724
New +$286K 0.25% 22

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

White Wing Wealth Management's XOM Position: Q2 2026 in Review

White Wing Wealth Management increased its ExxonMobil (XOM) stake by 1.4% in Q2 2026, buying an estimated $7.03K and bringing the position to 3,310 shares worth $452K. The position accounts for 0.24% of the portfolio, ranked #30.

White Wing Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $554K in Q1 2026. 2,015 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • White Wing Wealth Management held 3,310 shares of ExxonMobil worth $452K as of Q2 2026.
  • White Wing Wealth Management bought 47 ExxonMobil shares in Q2 2026, an estimated $7.03K.
  • ExxonMobil made up 0.24% of White Wing Wealth Management's portfolio in Q2 2026, its #30 holding.
  • White Wing Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • White Wing Wealth Management's ExxonMobil position peaked at $554K in Q1 2026.
  • 2,015 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.