55 North Private Wealth’s ExxonMobil XOM Stock Holding History

55 North Private 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	$1.53M	Buy	11,190 +714	+7%	+$107K	0.3%	45
2026 Q1	$1.78M	Sell	10,476 -19	-0.2%	-$2.77K	0.46%	34
2025 Q4	$1.26M	Buy	+10,495	New	+$1.22M	0.33%	39

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

55 North Private Wealth's XOM Position: Q2 2026 in Review

55 North Private Wealth increased its ExxonMobil (XOM) stake by 6.8% in Q2 2026, buying an estimated $107K and bringing the position to 11,190 shares worth $1.53M. The position accounts for 0.3% of the portfolio, ranked #45.

55 North Private Wealth first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.78M in Q1 2026. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

55 North Private Wealth held 11,190 shares of ExxonMobil worth $1.53M as of Q2 2026.
55 North Private Wealth bought 714 ExxonMobil shares in Q2 2026, an estimated $107K.
ExxonMobil made up 0.3% of 55 North Private Wealth's portfolio in Q2 2026, its #45 holding.
55 North Private Wealth first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
55 North Private Wealth's ExxonMobil position peaked at $1.78M in Q1 2026.
4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.