1776 Wealth’s ExxonMobil XOM Stock Holding History

1776 Wealth’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	$748K	Sell	5,470 -123	-2%	-$18.4K	0.26%	69
2026 Q1	$949K	Sell	5,593 -348	-6%	-$50.8K	0.37%	50
2025 Q4	$715K	Hold	5,941	–	–	0.27%	64
2025 Q3	$670K	Sell	5,941 -3,252	-35%	-$362K	0.26%	68
2025 Q2	$991K	Hold	9,193	–	–	0.41%	46
2025 Q1	$1.09M	Hold	9,193	–	–	0.5%	39
2024 Q4	$989K	Buy	+9,193	New	+$1.08M	0.45%	41
2024 Q3	–	Sell	-9,773	Closed	-$1.13M	–	149
2024 Q2	$1.13M	Buy	+9,773	New	+$1.14M	0.51%	39
2024 Q1	–	Sell	-2,814	Closed	-$281K	–	136
2023 Q4	$281K	Hold	2,814	–	–	0.14%	106
2023 Q3	$331K	Hold	2,814	–	–	0.17%	97
2023 Q2	$302K	Sell	2,814 -2	-0.1%	-$218	0.16%	108
2023 Q1	$309K	Buy	2,816 +22	+0.8%	+$2.43K	0.19%	90
2022 Q4	$308K	Buy	2,794 +2	+0.1%	+$214	0.22%	92
2022 Q3	$244K	Sell	2,792 -150	-5%	-$13.7K	0.19%	97
2022 Q2	$252K	Hold	2,942	–	–	0.18%	101
2022 Q1	$243K	Buy	+2,942	New	+$229K	0.14%	108
2020 Q3	–	Sell	-2,992	Closed	-$133K	–	317
2020 Q2	$133K	Hold	2,992	–	–	0.09%	125
2020 Q1	$113K	Hold	2,992	–	–	0.09%	125
2019 Q4	$208K	Buy	+2,992	New	+$207K	0.18%	97

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1776 Wealth's XOM Position: Q2 2026 in Review

1776 Wealth reduced its ExxonMobil (XOM) stake by 2.2% in Q2 2026, selling an estimated $18.4K and leaving 5,470 shares worth $748K. The position accounts for 0.26% of the portfolio, ranked #69.

1776 Wealth first reported a position in XOM in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.13M in Q2 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

1776 Wealth held 5,470 shares of ExxonMobil worth $748K as of Q2 2026.
1776 Wealth sold 123 ExxonMobil shares in Q2 2026, an estimated $18.4K.
ExxonMobil made up 0.26% of 1776 Wealth's portfolio in Q2 2026, its #69 holding.
1776 Wealth first reported a position in ExxonMobil in Q4 2019 and has held it in 19 quarters since.
1776 Wealth's ExxonMobil position peaked at $1.13M in Q2 2024.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.