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Accretive Wealth Partners’s ExxonMobil XOM Stock Holding History

Accretive Wealth Partners’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 		$3.82M Buy
27,936
+1,411
+5% +$211K 0.93% 31
2026
Q1 		$4.5M Buy
26,525
+253
+1% +$36.9K 1.26% 17
2025
Q4 		$3.16M Buy
26,272
+263
+1% +$30.5K 0.94% 31
2025
Q3 		$2.93M Buy
26,009
+433
+2% +$48.1K 0.89% 34
2025
Q2 		$2.76M Buy
25,576
+263
+1% +$28.1K 0.9% 33
2025
Q1 		$2.65M Buy
25,313
+7,879
+45% +$871K 0.94% 32
2024
Q4 		$1.88M Sell
17,434
-246
-1% -$28.8K 0.8% 40
2024
Q3 		$2.07M Sell
17,680
-382
-2% -$44.1K 0.87% 35
2024
Q2 		$2.08M Buy
18,062
+1,189
+7% +$138K 0.87% 33
2024
Q1 		$1.96M Buy
16,873
+397
+2% +$41.5K 0.87% 34
2023
Q4 		$1.65M Sell
16,476
-172
-1% -$18.1K 0.79% 40
2023
Q3 		$1.96M Sell
16,648
-789
-5% -$86.5K 1.17% 19
2023
Q2 		$1.87M Buy
17,437
+45
+0.3% +$4.91K 1.11% 21
2023
Q1 		$1.91M Sell
17,392
-278
-2% -$30.7K 1.22% 16
2022
Q4 		$1.95M Sell
17,670
-872
-5% -$93.4K 1.34% 17
2022
Q3 		$1.62M Sell
18,542
-302
-2% -$27.6K 1.23% 19
2022
Q2 		$1.61M Buy
18,844
+112
+0.6% +$10.1K 1.17% 23
2022
Q1 		$1.55M Buy
18,732
+663
+4% +$51.5K 0.97% 26
2021
Q4 		$1.11M Buy
+18,069
New +$1.13M 0.7% 52

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Accretive Wealth Partners's XOM Position: Q2 2026 in Review

Accretive Wealth Partners increased its ExxonMobil (XOM) stake by 5.3% in Q2 2026, buying an estimated $211K and bringing the position to 27,936 shares worth $3.82M. The position accounts for 0.93% of the portfolio, ranked #31.

Accretive Wealth Partners first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.5M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Accretive Wealth Partners held 27,936 shares of ExxonMobil worth $3.82M as of Q2 2026.
  • Accretive Wealth Partners bought 1,411 ExxonMobil shares in Q2 2026, an estimated $211K.
  • ExxonMobil made up 0.93% of Accretive Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Accretive Wealth Partners first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Accretive Wealth Partners's ExxonMobil position peaked at $4.5M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.