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Wingate Wealth Advisors’s ExxonMobil XOM Stock Holding History

Wingate Wealth 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 		$1.12M Buy
8,156
+2
+0% +$299 0.49% 46
2026
Q1 		$1.38M Buy
8,154
+346
+4% +$50.5K 0.74% 40
2025
Q4 		$940K Buy
7,808
+1,583
+25% +$184K 0.52% 51
2025
Q3 		$702K Sell
6,225
-2
-0% -$222 0.49% 56
2025
Q2 		$671K Sell
6,227
-718
-10% -$76.8K 0.6% 53
2025
Q1 		$826K Buy
6,945
+11
+0.2% +$1.22K 0.95% 38
2024
Q4 		$746K Buy
+6,934
New +$811K 0.73% 43

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Wingate Wealth Advisors's XOM Position: Q2 2026 in Review

Wingate Wealth Advisors increased its ExxonMobil (XOM) stake by 0.02% in Q2 2026, buying an estimated $299 and bringing the position to 8,156 shares worth $1.12M. The position accounts for 0.49% of the portfolio, ranked #46.

Wingate Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wingate Wealth Advisors held 8,156 shares of ExxonMobil worth $1.12M as of Q2 2026.
  • Wingate Wealth Advisors bought 2 ExxonMobil shares in Q2 2026, an estimated $299.
  • ExxonMobil made up 0.49% of Wingate Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Wingate Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Wingate Wealth Advisors's ExxonMobil position peaked at $1.38M in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.