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Willner & Heller’s ExxonMobil XOM Stock Holding History

Willner & Heller’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 		– Sell
-1,725
Closed -$293K – 172
2026
Q1 		$293K Sell
1,725
-20
-1% -$2.92K 0.22% 134
2025
Q4 		$210K Buy
+1,745
New +$202K 0.15% 159

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

Willner & Heller's XOM Position: Q2 2026 in Review

Willner & Heller sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,725 shares — an estimated $293K sold.

Willner & Heller first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $293K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Willner & Heller reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Willner & Heller sold 1,725 ExxonMobil shares in Q2 2026, an estimated $293K.
  • Willner & Heller first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
  • Willner & Heller's ExxonMobil position peaked at $293K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.