Ariadne Wealth Management’s ExxonMobil XOM Stock Holding History

Ariadne 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	$364K	Sell	2,662 -585	-18%	-$87.6K	0.16%	153
2026 Q1	$551K	Sell	3,247 -5	-0.2%	-$730	0.25%	92
2025 Q4	$491K	Buy	3,252 +313	+11%	+$36.3K	0.2%	108
2025 Q3	$349K	Buy	2,939 +1,060	+56%	+$118K	0.16%	143
2025 Q2	$202K	Sell	1,879 -191	-9%	-$20.4K	0.1%	205
2025 Q1	$222K	Sell	2,070 -43	-2%	-$4.75K	0.12%	190
2024 Q4	$234K	Sell	2,113 -199	-9%	-$23.3K	0.11%	188
2024 Q3	$280K	Sell	2,312 -852	-27%	-$98.4K	0.15%	142
2024 Q2	$364K	Buy	+3,164	New	+$369K	0.28%	83

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

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

Ariadne Wealth Management reduced its ExxonMobil (XOM) stake by 18% in Q2 2026, selling an estimated $87.6K and leaving 2,662 shares worth $364K. The position accounts for 0.16% of the portfolio, ranked #153.

Ariadne Wealth Management first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $551K in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Ariadne Wealth Management held 2,662 shares of ExxonMobil worth $364K as of Q2 2026.
Ariadne Wealth Management sold 585 ExxonMobil shares in Q2 2026, an estimated $87.6K.
ExxonMobil made up 0.16% of Ariadne Wealth Management's portfolio in Q2 2026, its #153 holding.
Ariadne Wealth Management first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Ariadne Wealth Management's ExxonMobil position peaked at $551K in Q1 2026.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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