Atlantic Family Wealth’s ExxonMobil XOM Stock Holding History

Atlantic Family Wealth’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	–	Sell	-1,332	Closed	-$226K	–	67
2026 Q1	$226K	Sell	1,332 -1,315	-50%	-$192K	0.16%	56
2025 Q4	$319K	Sell	2,647 -6	-0.2%	-$696	0.24%	34
2025 Q3	$299K	Sell	2,653 -18	-0.7%	-$2K	0.23%	38
2025 Q2	$288K	Buy	+2,671	New	+$286K	0.25%	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 $3.38T 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

Atlantic Family Wealth's XOM Position: Q2 2026 in Review

Atlantic Family Wealth sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,332 shares — an estimated $226K sold.

Atlantic Family Wealth first reported a position in XOM in Q2 2025 and held it in 4 quarters. The position peaked at $319K in Q4 2025. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Atlantic Family Wealth reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Atlantic Family Wealth sold 1,332 ExxonMobil shares in Q2 2026, an estimated $226K.
Atlantic Family Wealth first reported a position in ExxonMobil in Q2 2025 and held it in 4 quarters.
Atlantic Family Wealth's ExxonMobil position peaked at $319K in Q4 2025.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.