Alterna Wealth Management’s ExxonMobil XOM Stock Holding History

Alterna 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	$351K	Hold	2,567	–	–	0.2%	73
2026 Q1	$436K	Buy	+2,567	New	+$375K	0.33%	63
2025 Q2	–	Sell	-3,467	Closed	-$412K	–	125
2025 Q1	$412K	Sell	3,467 -803	-19%	-$88.8K	0.31%	60
2024 Q4	$459K	Buy	4,270 +618	+17%	+$72.3K	0.39%	54
2024 Q3	$428K	Hold	3,652	–	–	0.38%	58
2024 Q2	$420K	Hold	3,652	–	–	0.37%	66
2024 Q1	$425K	Hold	3,652	–	–	0.34%	58
2023 Q4	$365K	Buy	+3,652	New	+$384K	0.44%	54
2019 Q1	–	Sell	-38,595	Closed	-$3.12M	–	341
2018 Q4	$3.12M	Buy	+38,595	New	+$3.03M	0.51%	32

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

Alterna Wealth Management's XOM Position: Q2 2026 in Review

Alterna Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 2,567 shares worth $351K. The position accounts for 0.2% of the portfolio, ranked #73.

Alterna Wealth Management first reported a position in XOM in Q4 2018 and has held it in 9 quarters since. The position peaked at $3.12M in Q4 2018. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Alterna Wealth Management held 2,567 shares of ExxonMobil worth $351K as of Q2 2026.
Alterna Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.2% of Alterna Wealth Management's portfolio in Q2 2026, its #73 holding.
Alterna Wealth Management first reported a position in ExxonMobil in Q4 2018 and has held it in 9 quarters since.
Alterna Wealth Management's ExxonMobil position peaked at $3.12M in Q4 2018.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.