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Aspen Wealth Strategies’s ExxonMobil XOM Stock Holding History

Aspen Wealth Strategies’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 		$450K Buy
3,289
+98
+3% +$14.7K 0.22% 61
2026
Q1 		$541K Sell
3,191
-59
-2% -$8.61K 0.29% 56
2025
Q4 		$391K Buy
3,250
+23
+0.7% +$2.67K 0.21% 62
2025
Q3 		$364K Buy
3,227
+96
+3% +$10.7K 0.2% 65
2025
Q2 		$338K Buy
3,131
+169
+6% +$18.1K 0.2% 62
2025
Q1 		$352K Buy
2,962
+77
+3% +$8.52K 0.23% 56
2024
Q4 		$310K Sell
2,885
-805
-22% -$94.2K 0.2% 59
2024
Q3 		$433K Sell
3,690
-18
-0.5% -$2.08K 0.28% 54
2024
Q2 		$436K Buy
3,708
+221
+6% +$25.7K 0.3% 48
2024
Q1 		$405K Buy
3,487
+31
+0.9% +$3.24K 0.28% 52
2023
Q4 		$346K Buy
3,456
+5
+0.1% +$526 0.25% 56
2023
Q3 		$405K Buy
3,451
+210
+6% +$23K 0.32% 40
2023
Q2 		$348K Sell
3,241
-322
-9% -$35.1K 0.26% 48
2023
Q1 		$391K Buy
3,563
+250
+8% +$27.7K 0.3% 49
2022
Q4 		$365K Buy
+3,313
New +$355K 0.29% 48

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

Aspen Wealth Strategies's XOM Position: Q2 2026 in Review

Aspen Wealth Strategies increased its ExxonMobil (XOM) stake by 3.1% in Q2 2026, buying an estimated $14.7K and bringing the position to 3,289 shares worth $450K. The position accounts for 0.22% of the portfolio, ranked #61.

Aspen Wealth Strategies first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $541K in Q1 2026. 4,267 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Aspen Wealth Strategies held 3,289 shares of ExxonMobil worth $450K as of Q2 2026.
  • Aspen Wealth Strategies bought 98 ExxonMobil shares in Q2 2026, an estimated $14.7K.
  • ExxonMobil made up 0.22% of Aspen Wealth Strategies's portfolio in Q2 2026, its #61 holding.
  • Aspen Wealth Strategies first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Aspen Wealth Strategies's ExxonMobil position peaked at $541K in Q1 2026.
  • 4,267 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.