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Balboa Wealth Partners’s ExxonMobil XOM Stock Holding History

Balboa 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 		$1.42M Buy
10,375
+31
+0.3% +$4.64K 0.19% 94
2026
Q1 		$1.75M Sell
10,344
-214
-2% -$31.2K 0.29% 55
2025
Q4 		$1.27M Buy
10,558
+427
+4% +$49.5K 0.21% 77
2025
Q3 		$1.14M Buy
10,131
+130
+1% +$14.5K 0.2% 81
2025
Q2 		$1.08M Buy
10,001
+21
+0.2% +$2.25K 0.22% 86
2025
Q1 		$1.19M Buy
9,980
+584
+6% +$64.6K 0.29% 69
2024
Q4 		$1.01M Buy
9,396
+1,130
+14% +$132K 0.23% 77
2024
Q3 		$969K Buy
8,266
+270
+3% +$31.2K 0.24% 79
2024
Q2 		$921K Sell
7,996
-531
-6% -$61.8K 0.24% 79
2024
Q1 		$991K Buy
8,527
+1,270
+18% +$133K 0.29% 64
2023
Q4 		$726K Sell
7,257
-983
-12% -$103K 0.24% 80
2023
Q3 		$969K Buy
8,240
+1,668
+25% +$183K 0.36% 45
2023
Q2 		$705K Buy
6,572
+953
+17% +$104K 0.25% 71
2023
Q1 		$616K Sell
5,619
-196
-3% -$21.7K 0.23% 87
2022
Q4 		$641K Sell
5,815
-3,109
-35% -$333K 0.29% 84
2022
Q3 		$779K Buy
+8,924
New +$815K 0.34% 60

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

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

Balboa Wealth Partners increased its ExxonMobil (XOM) stake by 0.3% in Q2 2026, buying an estimated $4.64K and bringing the position to 10,375 shares worth $1.42M. The position accounts for 0.19% of the portfolio, ranked #94.

Balboa Wealth Partners first reported a position in XOM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.75M in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Balboa Wealth Partners held 10,375 shares of ExxonMobil worth $1.42M as of Q2 2026.
  • Balboa Wealth Partners bought 31 ExxonMobil shares in Q2 2026, an estimated $4.64K.
  • ExxonMobil made up 0.19% of Balboa Wealth Partners's portfolio in Q2 2026, its #94 holding.
  • Balboa Wealth Partners first reported a position in ExxonMobil in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's ExxonMobil position peaked at $1.75M in Q1 2026.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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