Balanced Wealth Group’s ExxonMobil XOM Stock Holding History

Balanced Wealth Group’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	-1,437	Closed	-$244K	–	79
2026 Q1	$244K	Buy	+1,437	New	+$210K	0.09%	69
2024 Q2	–	Sell	-1,805	Closed	-$214K	–	72
2024 Q1	$214K	Buy	+1,805	New	+$189K	0.1%	67

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

Balanced Wealth Group's XOM Position: Q2 2026 in Review

Balanced Wealth Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,437 shares — an estimated $244K sold.

Balanced Wealth Group first reported a position in XOM in Q1 2024 and held it in 2 quarters. The position peaked at $244K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Balanced Wealth Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Balanced Wealth Group sold 1,437 ExxonMobil shares in Q2 2026, an estimated $244K.
Balanced Wealth Group first reported a position in ExxonMobil in Q1 2024 and held it in 2 quarters.
Balanced Wealth Group's ExxonMobil position peaked at $244K in Q1 2026.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.