AWM
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Axxcess Wealth Management’s ExxonMobil XOM Stock Holding History

Axxcess 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 		$17.7M Buy
129,647
+2,153
+2% +$322K 0.28% 76
2026
Q1 		$21.6M Sell
127,494
-23,153
-15% -$3.38M 0.69% 32
2025
Q4 		$18.1M Buy
150,647
+3,560
+2% +$413K 0.31% 65
2025
Q3 		$16.6M Sell
147,087
-11,867
-7% -$1.32M 0.35% 58
2025
Q2 		$17.1M Sell
158,954
-1,069
-0.7% -$114K 0.4% 47
2025
Q1 		$19M Sell
160,023
-3,478
-2% -$385K 0.5% 42
2024
Q4 		$17.6M Sell
163,501
-5,158
-3% -$603K 0.42% 48
2024
Q3 		$19.8M Buy
168,659
+1,970
+1% +$227K 0.49% 43
2024
Q2 		$19.2M Buy
166,689
+17,320
+12% +$2.02M 0.51% 42
2024
Q1 		$17.4M Buy
149,369
+6,859
+5% +$718K 0.48% 44
2023
Q4 		$14.2M Buy
142,510
+16,120
+13% +$1.69M 0.41% 47
2023
Q3 		$14.9M Buy
126,390
+78,510
+164% +$8.61M 0.51% 42
2023
Q2 		$5.14M Sell
47,880
-40,747
-46% -$4.45M 0.37% 64
2023
Q1 		$9.72M Buy
88,627
+1,997
+2% +$221K 0.74% 23
2022
Q4 		$9.56M Buy
86,630
+34,308
+66% +$3.68M 0.79% 22
2022
Q3 		$4.57M Sell
52,322
-3,913
-7% -$357K 0.43% 47
2022
Q2 		$4.82M Buy
56,235
+120
+0.2% +$10.8K 0.44% 53
2022
Q1 		$4.63M Buy
56,115
+1,495
+3% +$116K 0.36% 61
2021
Q4 		$3.34M Buy
+54,620
New +$3.41M 0.24% 82

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

Axxcess Wealth Management's XOM Position: Q2 2026 in Review

Axxcess Wealth Management increased its ExxonMobil (XOM) stake by 1.7% in Q2 2026, buying an estimated $322K and bringing the position to 129,647 shares worth $17.7M. The position accounts for 0.28% of the portfolio, ranked #76.

Axxcess Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.6M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Axxcess Wealth Management held 129,647 shares of ExxonMobil worth $17.7M as of Q2 2026.
  • Axxcess Wealth Management bought 2,153 ExxonMobil shares in Q2 2026, an estimated $322K.
  • ExxonMobil made up 0.28% of Axxcess Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Axxcess Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's ExxonMobil position peaked at $21.6M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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