Base Wealth Management’s ExxonMobil XOM Stock Holding History

Base 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	$492K	Sell	3,597 -3	-0.1%	-$449	0.23%	43
2026 Q1	$611K	Sell	3,600 -45	-1%	-$6.57K	0.34%	36
2025 Q4	$439K	Sell	3,645 -40	-1%	-$4.64K	0.24%	42
2025 Q3	$416K	Sell	3,685 -81	-2%	-$9K	0.24%	42
2025 Q2	$406K	Sell	3,766 -51	-1%	-$5.45K	0.26%	42
2025 Q1	$454K	Buy	+3,817	New	+$422K	0.35%	39

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Base Wealth Management reduced its ExxonMobil (XOM) stake by 0.08% in Q2 2026, selling an estimated $449 and leaving 3,597 shares worth $492K. The position accounts for 0.23% of the portfolio, ranked #43.

Base Wealth Management first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $611K in Q1 2026. 3,470 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Base Wealth Management held 3,597 shares of ExxonMobil worth $492K as of Q2 2026.
Base Wealth Management sold 3 ExxonMobil shares in Q2 2026, an estimated $449.
ExxonMobil made up 0.23% of Base Wealth Management's portfolio in Q2 2026, its #43 holding.
Base Wealth Management first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
Base Wealth Management's ExxonMobil position peaked at $611K in Q1 2026.
3,470 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.