BigSur Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.28M | Sell |
9,360
-3,358
| -26% | -$503K | 0.31% | 84 |
|
|
2026
Q1 | $2.16M | Sell |
12,718
-637
| -5% | -$93K | 0.61% | 49 |
|
|
2025
Q4 | $1.61M | Sell |
13,355
-243
| -2% | -$28.2K | 0.39% | 67 |
|
|
2025
Q3 | $1.53M | Sell |
13,598
-4,000
| -23% | -$445K | 0.38% | 68 |
|
|
2025
Q2 | $1.9M | Buy |
17,598
+230
| +1% | +$24.6K | 0.48% | 56 |
|
|
2025
Q1 | $2.07M | Hold |
17,368
| – | – | 0.56% | 48 |
|
|
2024
Q4 | $1.87M | Buy |
17,368
+1,000
| +6% | +$117K | 0.53% | 50 |
|
|
2024
Q3 | $1.92M | Sell |
16,368
-98
| -0.6% | -$11.3K | 0.53% | 55 |
|
|
2024
Q2 | $1.9M | Sell |
16,466
-333
| -2% | -$38.8K | 0.58% | 48 |
|
|
2024
Q1 | $1.95M | Buy |
16,799
+10,570
| +170% | +$1.11M | 0.61% | 46 |
|
|
2023
Q4 | $623K | Hold |
6,229
| – | – | 0.3% | 73 |
|
|
2023
Q3 | $732K | Hold |
6,229
| – | – | 0.37% | 68 |
|
|
2023
Q2 | $668K | Hold |
6,229
| – | – | 0.32% | 72 |
|
|
2023
Q1 | $683K | Buy |
6,229
+125
| +2% | +$13.8K | 0.32% | 73 |
|
|
2022
Q4 | $673K | Sell |
6,104
-773
| -11% | -$82.8K | 0.32% | 70 |
|
|
2022
Q3 | $600K | Sell |
6,877
-1,500
| -18% | -$137K | 0.3% | 72 |
|
|
2022
Q2 | $717K | Hold |
8,377
| – | – | 0.34% | 69 |
|
|
2022
Q1 | $692K | Buy |
8,377
+1,500
| +22% | +$117K | 0.27% | 78 |
|
|
2021
Q4 | $421K | Hold |
6,877
| – | – | 0.16% | 93 |
|
|
2021
Q3 | $405K | Hold |
6,877
| – | – | 0.18% | 87 |
|
|
2021
Q2 | $434K | Buy |
+6,877
| New | +$411K | 0.2% | 83 |
|
|
2020
Q1 | – | Sell |
-7,020
| Closed | -$490K | – | 122 |
|
|
2019
Q4 | $490K | Hold |
7,020
| – | – | 0.28% | 72 |
|
|
2019
Q3 | $496K | Buy |
7,020
+2,000
| +40% | +$145K | 0.33% | 62 |
|
|
2019
Q2 | $384K | Hold |
5,020
| – | – | 0.27% | 74 |
|
|
2019
Q1 | $406K | Hold |
5,020
| – | – | 0.27% | 69 |
|
|
2018
Q4 | $342K | Hold |
5,020
| – | – | 0.24% | 71 |
|
|
2018
Q3 | $427K | Sell |
5,020
-1,500
| -23% | -$123K | 0.27% | 64 |
|
|
2018
Q2 | $539K | Hold |
6,520
| – | – | 0.39% | 48 |
|
|
2018
Q1 | $486K | Buy |
6,520
+1,800
| +38% | +$144K | 0.35% | 59 |
|
|
2017
Q4 | $395K | Hold |
4,720
| – | – | 0.39% | 56 |
|
|
2017
Q3 | $387K | Hold |
4,720
| – | – | 0.39% | 60 |
|
|
2017
Q2 | $378K | Hold |
4,720
| – | – | 0.38% | 59 |
|
|
2017
Q1 | $389K | Sell |
4,720
-250
| -5% | -$20.9K | 0.42% | 54 |
|
|
2016
Q4 | $449K | Buy |
+4,970
| New | +$434K | 0.6% | 45 |
|
Other funds holding XOM
FWIA
ANRF
RG
BWL
CNB
BigSur Wealth Management's XOM Position: Q2 2026 in Review
BigSur Wealth Management reduced its ExxonMobil (XOM) stake by 26% in Q2 2026, selling an estimated $503K and leaving 9,360 shares worth $1.28M. The position accounts for 0.31% of the portfolio, ranked #84.
BigSur Wealth Management first reported a position in XOM in Q4 2016 and has held it in 34 quarters since. The position peaked at $2.16M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- BigSur Wealth Management held 9,360 shares of ExxonMobil worth $1.28M as of Q2 2026.
- BigSur Wealth Management sold 3,358 ExxonMobil shares in Q2 2026, an estimated $503K.
- ExxonMobil made up 0.31% of BigSur Wealth Management's portfolio in Q2 2026, its #84 holding.
- BigSur Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 34 quarters since.
- BigSur Wealth Management's ExxonMobil position peaked at $2.16M in Q1 2026.
- 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.