WWM
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Wiser Wealth Management’s ExxonMobil XOM Stock Holding History

Wiser 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 		$393K Buy
2,876
+322
+13% +$48.2K 0.08% 50
2026
Q1 		$433K Buy
2,554
+133
+5% +$19.4K 0.09% 44
2025
Q4 		$291K Buy
2,421
+95
+4% +$11K 0.06% 46
2025
Q3 		$262K Buy
2,326
+415
+22% +$46.1K 0.06% 48
2025
Q2 		$206K Sell
1,911
-34
-2% -$3.63K 0.05% 50
2025
Q1 		$231K Buy
1,945
+45
+2% +$4.98K 0.06% 46
2024
Q4 		$204K Buy
+1,900
New +$222K 0.06% 48

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wiser Wealth Management's XOM Position: Q2 2026 in Review

Wiser Wealth Management increased its ExxonMobil (XOM) stake by 13% in Q2 2026, buying an estimated $48.2K and bringing the position to 2,876 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #50.

Wiser Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $433K in Q1 2026. 985 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wiser Wealth Management held 2,876 shares of ExxonMobil worth $393K as of Q2 2026.
  • Wiser Wealth Management bought 322 ExxonMobil shares in Q2 2026, an estimated $48.2K.
  • ExxonMobil made up 0.08% of Wiser Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Wiser Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Wiser Wealth Management's ExxonMobil position peaked at $433K in Q1 2026.
  • 985 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.