Alpine Bank Wealth Management’s ExxonMobil XOM Stock Holding History

Alpine Bank Wealth 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	$2.86M	Sell	20,889 -5	-0%	-$748	0.37%	50
2026 Q1	$3.54M	Sell	20,894 -1,018	-5%	-$149K	0.52%	33
2025 Q4	$2.64M	Sell	21,912 -18	-0.1%	-$2.09K	0.37%	44
2025 Q3	$2.47M	Buy	21,930 +135	+0.6%	+$15K	0.35%	43
2025 Q2	$2.35M	Sell	21,795 -1,590	-7%	-$170K	0.36%	43
2025 Q1	$2.78M	Buy	+23,385	New	+$2.59M	0.45%	38
2024 Q3	$2.5M	Buy	+21,330	New	+$2.46M	0.4%	36

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

Alpine Bank Wealth Management's XOM Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its ExxonMobil (XOM) stake by 0.02% in Q2 2026, selling an estimated $748 and leaving 20,889 shares worth $2.86M. The position accounts for 0.37% of the portfolio, ranked #50.

Alpine Bank Wealth Management first reported a position in XOM in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.54M in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Alpine Bank Wealth Management held 20,889 shares of ExxonMobil worth $2.86M as of Q2 2026.
Alpine Bank Wealth Management sold 5 ExxonMobil shares in Q2 2026, an estimated $748.
ExxonMobil made up 0.37% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #50 holding.
Alpine Bank Wealth Management first reported a position in ExxonMobil in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's ExxonMobil position peaked at $3.54M in Q1 2026.
4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.