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Worth Asset Management’s ExxonMobil XOM Stock Holding History

Worth Asset 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 		$776K Sell
5,678
-12,721
-69% -$1.9M 0.25% 87
2026
Q1 		$3.12M Buy
18,399
+13,253
+258% +$1.93M 1.16% 14
2025
Q4 		$619K Buy
5,146
+438
+9% +$50.8K 0.26% 69
2025
Q3 		$531K Sell
4,708
-1,246
-21% -$139K 0.24% 64
2025
Q2 		$642K Buy
5,954
+191
+3% +$20.4K 0.32% 55
2025
Q1 		$685K Buy
5,763
+15
+0.3% +$1.66K 0.37% 59
2024
Q4 		$618K Buy
5,748
+174
+3% +$20.4K 0.33% 63
2024
Q3 		$653K Buy
5,574
+141
+3% +$16.3K 0.36% 64
2024
Q2 		$625K Sell
5,433
-974
-15% -$113K 0.37% 56
2024
Q1 		$745K Buy
6,407
+867
+16% +$90.7K 0.46% 43
2023
Q4 		$554K Buy
5,540
+442
+9% +$46.5K 0.4% 55
2023
Q3 		$599K Buy
5,098
+2,165
+74% +$237K 0.48% 54
2023
Q2 		$315K Sell
2,933
-422
-13% -$46K 0.24% 64
2023
Q1 		$368K Sell
3,355
-160
-5% -$17.7K 0.28% 48
2022
Q4 		$388K Buy
3,515
+539
+18% +$57.8K 0.27% 45
2022
Q3 		$260K Sell
2,976
-11,483
-79% -$1.05M 0.19% 42
2022
Q2 		$1.24M Sell
14,459
-435
-3% -$39.2K 0.85% 25
2022
Q1 		$1.28M Buy
+14,894
New +$1.16M 0.84% 29

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
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Worth Asset Management's XOM Position: Q2 2026 in Review

Worth Asset Management reduced its ExxonMobil (XOM) stake by 69% in Q2 2026, selling an estimated $1.9M and leaving 5,678 shares worth $776K. The position accounts for 0.25% of the portfolio, ranked #87.

Worth Asset Management first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.12M in Q1 2026. 789 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Worth Asset Management held 5,678 shares of ExxonMobil worth $776K as of Q2 2026.
  • Worth Asset Management sold 12,721 ExxonMobil shares in Q2 2026, an estimated $1.9M.
  • ExxonMobil made up 0.25% of Worth Asset Management's portfolio in Q2 2026, its #87 holding.
  • Worth Asset Management first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
  • Worth Asset Management's ExxonMobil position peaked at $3.12M in Q1 2026.
  • 789 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.