Atlas Wealth Partners’s ExxonMobil XOM Stock Holding History

Atlas Wealth Partners’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	$504K	Sell	3,690 -100	-3%	-$15K	0.55%	33
2026 Q1	$643K	Sell	3,790 -225	-6%	-$32.8K	0.66%	27
2025 Q4	$483K	Hold	4,015	–	–	0.53%	32
2025 Q3	$453K	Hold	4,015	–	–	0.46%	32
2025 Q2	$433K	Hold	4,015	–	–	0.5%	27
2025 Q1	$478K	Hold	4,015	–	–	0.59%	25
2024 Q4	$432K	Hold	4,015	–	–	0.55%	27
2024 Q3	$471K	Hold	4,015	–	–	0.72%	23
2024 Q2	$462K	Hold	4,015	–	–	1.96%	9
2024 Q1	$466K	Hold	4,015	–	–	2.53%	6
2023 Q4	$414K	Sell	4,015 -25	-0.6%	-$2.63K	2.28%	9
2023 Q3	$426K	Buy	4,040 +150	+4%	+$16.5K	2.45%	8
2023 Q2	$404K	Sell	3,890 -200	-5%	-$21.8K	1.16%	20
2023 Q1	$477K	Hold	4,090	–	–	3.32%	6
2022 Q4	$470K	Buy	+4,090	New	+$438K	2.91%	6

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

Atlas Wealth Partners's XOM Position: Q2 2026 in Review

Atlas Wealth Partners reduced its ExxonMobil (XOM) stake by 2.6% in Q2 2026, selling an estimated $15K and leaving 3,690 shares worth $504K. The position accounts for 0.55% of the portfolio, ranked #33.

Atlas Wealth Partners first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $643K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Atlas Wealth Partners held 3,690 shares of ExxonMobil worth $504K as of Q2 2026.
Atlas Wealth Partners sold 100 ExxonMobil shares in Q2 2026, an estimated $15K.
ExxonMobil made up 0.55% of Atlas Wealth Partners's portfolio in Q2 2026, its #33 holding.
Atlas Wealth Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Atlas Wealth Partners's ExxonMobil position peaked at $643K in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.