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WMG Financial Advisors’s ExxonMobil XOM Stock Holding History

WMG Financial 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 		$848K Sell
6,204
-70
-1% -$10.5K 0.32% 37
2026
Q1 		$1.06M Buy
6,274
+19
+0.3% +$2.77K 0.44% 31
2025
Q4 		$753K Sell
6,255
-2,342
-27% -$272K 0.31% 48
2025
Q3 		$969K Buy
8,597
+364
+4% +$40.5K 0.32% 51
2025
Q2 		$888K Sell
8,233
-8
-0.1% -$855 0.33% 48
2025
Q1 		$980K Sell
8,241
-474
-5% -$52.4K 0.42% 43
2024
Q4 		$938K Buy
8,715
+492
+6% +$57.6K 0.4% 44
2024
Q3 		$964K Buy
8,223
+635
+8% +$73.3K 0.44% 42
2024
Q2 		$874K Sell
7,588
-1,149
-13% -$134K 0.46% 41
2024
Q1 		$1.02M Buy
8,737
+271
+3% +$28.4K 0.58% 38
2023
Q4 		$846K Sell
8,466
-210
-2% -$22.1K 0.55% 38
2023
Q3 		$1.02M Sell
8,676
-888
-9% -$97.4K 0.87% 25
2023
Q2 		$1.03M Sell
9,564
-1,326
-12% -$145K 0.75% 30
2023
Q1 		$1.31M Sell
10,890
-2,349
-18% -$260K 1.08% 28
2022
Q4 		$1.46M Buy
13,239
+1,340
+11% +$144K 1.24% 18
2022
Q3 		$1.04M Buy
11,899
+108
+0.9% +$9.86K 0.94% 30
2022
Q2 		$1.01M Buy
11,791
+19
+0.2% +$1.71K 0.88% 28
2022
Q1 		$973K Sell
11,772
-1,004
-8% -$78K 0.72% 35
2021
Q4 		$782K Buy
+12,776
New +$798K 0.61% 43

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

WMG Financial Advisors's XOM Position: Q2 2026 in Review

WMG Financial Advisors reduced its ExxonMobil (XOM) stake by 1.1% in Q2 2026, selling an estimated $10.5K and leaving 6,204 shares worth $848K. The position accounts for 0.32% of the portfolio, ranked #37.

WMG Financial Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q4 2022. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • WMG Financial Advisors held 6,204 shares of ExxonMobil worth $848K as of Q2 2026.
  • WMG Financial Advisors sold 70 ExxonMobil shares in Q2 2026, an estimated $10.5K.
  • ExxonMobil made up 0.32% of WMG Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • WMG Financial Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's ExxonMobil position peaked at $1.46M in Q4 2022.
  • 2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.