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Axis Wealth Partners’s ExxonMobil XOM Stock Holding History

Axis 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 		$442K Sell
3,236
-1,715
-35% -$257K 0.21% 113
2026
Q1 		$840K Buy
4,951
+106
+2% +$15.5K 0.45% 66
2025
Q4 		$583K Sell
4,845
-348
-7% -$40.4K 0.32% 86
2025
Q3 		$586K Buy
5,193
+137
+3% +$15.2K 0.34% 80
2025
Q2 		$545K Buy
5,056
+90
+2% +$9.62K 0.36% 78
2025
Q1 		$591K Buy
4,966
+93
+2% +$10.3K 0.44% 65
2024
Q4 		$524K Buy
+4,873
New +$570K 0.44% 65

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

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

Axis Wealth Partners reduced its ExxonMobil (XOM) stake by 35% in Q2 2026, selling an estimated $257K and leaving 3,236 shares worth $442K. The position accounts for 0.21% of the portfolio, ranked #113.

Axis Wealth Partners first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $840K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Axis Wealth Partners held 3,236 shares of ExxonMobil worth $442K as of Q2 2026.
  • Axis Wealth Partners sold 1,715 ExxonMobil shares in Q2 2026, an estimated $257K.
  • ExxonMobil made up 0.21% of Axis Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • Axis Wealth Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's ExxonMobil position peaked at $840K in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.