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Alaethes Wealth’s ExxonMobil XOM Stock Holding History

Alaethes 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 		$4.24M Sell
30,981
-55
-0.2% -$8.23K 1.23% 23
2026
Q1 		$5.27M Buy
31,036
+3,254
+12% +$475K 1.5% 15
2025
Q4 		$3.34M Buy
27,782
+4,173
+18% +$484K 0.94% 23
2025
Q3 		$2.66M Buy
23,609
+648
+3% +$72K 0.75% 34
2025
Q2 		$2.48M Buy
22,961
+831
+4% +$88.8K 0.74% 42
2025
Q1 		$2.63M Buy
22,130
+1,490
+7% +$165K 0.96% 26
2024
Q4 		$2.22M Sell
20,640
-13
-0.1% -$1.52K 0.79% 37
2024
Q3 		$2.42M Buy
20,653
+948
+5% +$109K 0.89% 29
2024
Q2 		$2.27M Buy
19,705
+302
+2% +$35.2K 0.94% 28
2024
Q1 		$2.26M Sell
19,403
-1,233
-6% -$129K 0.99% 31
2023
Q4 		$2.06M Buy
20,636
+324
+2% +$34.1K 0.98% 26
2023
Q3 		$2.39M Sell
20,312
-735
-3% -$80.6K 1.31% 13
2023
Q2 		$2.26M Sell
21,047
-2,398
-10% -$262K 1.24% 14
2023
Q1 		$2.57M Buy
23,445
+1,448
+7% +$160K 1.51% 9
2022
Q4 		$2.43M Buy
21,997
+1,851
+9% +$198K 1.67% 9
2022
Q3 		$1.76M Buy
20,146
+771
+4% +$70.4K 1.29% 14
2022
Q2 		$1.66M Sell
19,375
-1,293
-6% -$117K 1.23% 15
2022
Q1 		$1.71M Buy
20,668
+122
+0.6% +$9.48K 1.08% 22
2021
Q4 		$1.26M Buy
20,546
+1,642
+9% +$103K 0.79% 48
2021
Q3 		$1.11M Buy
18,904
+2,747
+17% +$157K 0.81% 44
2021
Q2 		$1.02M Buy
16,157
+2,425
+18% +$145K 0.79% 49
2021
Q1 		$767K Buy
+13,732
New +$720K 0.71% 59

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

Alaethes Wealth's XOM Position: Q2 2026 in Review

Alaethes Wealth reduced its ExxonMobil (XOM) stake by 0.18% in Q2 2026, selling an estimated $8.23K and leaving 30,981 shares worth $4.24M. The position accounts for 1.23% of the portfolio, ranked #23.

Alaethes Wealth first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.27M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Alaethes Wealth held 30,981 shares of ExxonMobil worth $4.24M as of Q2 2026.
  • Alaethes Wealth sold 55 ExxonMobil shares in Q2 2026, an estimated $8.23K.
  • ExxonMobil made up 1.23% of Alaethes Wealth's portfolio in Q2 2026, its #23 holding.
  • Alaethes Wealth first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
  • Alaethes Wealth's ExxonMobil position peaked at $5.27M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.