Atlantic Private Wealth’s ExxonMobil XOM Stock Holding History

Atlantic Private 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	$31.1K	Hold	228	–	–	0.02%	145
2026 Q1	$38.6K	Buy	228 +202	+777%	+$29.5K	0.03%	142
2025 Q4	$3.17K	Buy	26 +25	+2,500%	+$2.9K	﹤0.01%	221
2025 Q3	$122	Hold	1	–	–	﹤0.01%	238
2025 Q2	$116	Hold	1	–	–	﹤0.01%	235
2025 Q1	$126	Buy	+1	New	+$111	﹤0.01%	207
2024 Q4	–	Sell	-1	Closed	-$122	–	210
2024 Q3	$122	Hold	1	–	–	﹤0.01%	186
2024 Q2	$119	Hold	1	–	–	﹤0.01%	107
2024 Q1	$119	Hold	1	–	–	﹤0.01%	112
2023 Q4	$102	Hold	1	–	–	﹤0.01%	104
2023 Q3	$119	Hold	1	–	–	﹤0.01%	111
2023 Q2	$107	Hold	1	–	–	﹤0.01%	104
2023 Q1	$110	Buy	+1	New	+$111	﹤0.01%	94

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

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

Atlantic Private Wealth held its ExxonMobil (XOM) position steady in Q2 2026 at 228 shares worth $31.1K. The position accounts for 0.02% of the portfolio, ranked #145.

Atlantic Private Wealth first reported a position in XOM in Q1 2023 and has held it in 13 quarters since. The position peaked at $38.6K in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Atlantic Private Wealth held 228 shares of ExxonMobil worth $31.1K as of Q2 2026.
Atlantic Private Wealth left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.02% of Atlantic Private Wealth's portfolio in Q2 2026, its #145 holding.
Atlantic Private Wealth first reported a position in ExxonMobil in Q1 2023 and has held it in 13 quarters since.
Atlantic Private Wealth's ExxonMobil position peaked at $38.6K in Q1 2026.
4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.