Asset One Wealth Management’s ExxonMobil XOM Stock Holding History

Asset One 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	$1.38M	Buy	9,541 +249	+3%	+$37.3K	0.15%	127
2026 Q1	$1.38M	Buy	9,292 +1,504	+19%	+$219K	0.15%	133
2025 Q4	$1.08M	Buy	+7,788	New	+$903K	0.15%	126

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 $3.38T AUM 44.17% 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

Asset One Wealth Management's XOM Position: Q2 2026 in Review

Asset One Wealth Management increased its ExxonMobil (XOM) stake by 2.7% in Q2 2026, buying an estimated $37.3K and bringing the position to 9,541 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #127.

Asset One Wealth Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Asset One Wealth Management held 9,541 shares of ExxonMobil worth $1.38M as of Q2 2026.
Asset One Wealth Management bought 249 ExxonMobil shares in Q2 2026, an estimated $37.3K.
ExxonMobil made up 0.15% of Asset One Wealth Management's portfolio in Q2 2026, its #127 holding.
Asset One Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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