Biltmore 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 | $486K | Hold |
3,556
| – | – | 0.15% | 43 |
|
|
2026
Q1 | $603K | Hold |
3,556
| – | – | 0.21% | 39 |
|
|
2025
Q4 | $428K | Hold |
3,556
| – | – | 0.16% | 45 |
|
|
2025
Q3 | $401K | Hold |
3,556
| – | – | 0.15% | 47 |
|
|
2025
Q2 | $383K | Hold |
3,556
| – | – | 0.16% | 48 |
|
|
2025
Q1 | $423K | Hold |
3,556
| – | – | 0.18% | 45 |
|
|
2024
Q4 | $383K | Hold |
3,556
| – | – | 0.16% | 46 |
|
|
2024
Q3 | $417K | Hold |
3,556
| – | – | 0.17% | 44 |
|
|
2024
Q2 | $409K | Hold |
3,556
| – | – | 0.18% | 45 |
|
|
2024
Q1 | $356K | Hold |
3,556
| – | – | 0.17% | 44 |
|
|
2023
Q4 | $356K | Hold |
3,556
| – | – | 0.17% | 44 |
|
|
2023
Q3 | $418K | Sell |
3,556
-20
| -0.6% | -$2.19K | 0.2% | 44 |
|
|
2023
Q2 | $384K | Hold |
3,576
| – | – | 0.16% | 43 |
|
|
2023
Q1 | $392K | Sell |
3,576
-18
| -0.5% | -$1.99K | 0.16% | 43 |
|
|
2022
Q4 | $396K | Sell |
3,594
-2
| -0.1% | -$214 | 0.17% | 43 |
|
|
2022
Q3 | $314K | Hold |
3,596
| – | – | 0.14% | 42 |
|
|
2022
Q2 | $308K | Hold |
3,596
| – | – | 0.14% | 42 |
|
|
2022
Q1 | $297K | Hold |
3,596
| – | – | 0.12% | 43 |
|
|
2021
Q4 | $220K | Hold |
3,596
| – | – | 0.08% | 49 |
|
|
2021
Q3 | $212K | Hold |
3,596
| – | – | 0.08% | 50 |
|
|
2021
Q2 | $227K | Hold |
3,596
| – | – | 0.09% | 46 |
|
|
2021
Q1 | $201K | Buy |
+3,596
| New | +$189K | 0.09% | 46 |
|
|
2020
Q2 | – | Sell |
-3,036
| Closed | -$212K | – | 60 |
|
|
2020
Q1 | $212K | Hold |
3,036
| – | – | 0.1% | 47 |
|
|
2019
Q4 | $212K | Hold |
3,036
| – | – | 0.1% | 47 |
|
|
2019
Q3 | $214K | Hold |
3,036
| – | – | 0.1% | 46 |
|
|
2019
Q2 | $233K | Hold |
3,036
| – | – | 0.12% | 45 |
|
|
2019
Q1 | $245K | Hold |
3,036
| – | – | 0.13% | 46 |
|
|
2018
Q4 | $207K | Hold |
3,036
| – | – | 0.23% | 38 |
|
|
2018
Q3 | $258K | Hold |
3,036
| – | – | 0.21% | 36 |
|
|
2018
Q2 | $251K | Hold |
3,036
| – | – | 0.23% | 34 |
|
|
2018
Q1 | $227K | Hold |
3,036
| – | – | 0.22% | 35 |
|
|
2017
Q4 | $254K | Hold |
3,036
| – | – | 0.23% | 33 |
|
|
2017
Q3 | $249K | Hold |
3,036
| – | – | 0.26% | 33 |
|
|
2017
Q2 | $245K | Hold |
3,036
| – | – | 0.28% | 31 |
|
|
2017
Q1 | $249K | Hold |
3,036
| – | – | 0.23% | 28 |
|
|
2016
Q4 | $274K | Hold |
3,036
| – | – | 0.25% | 24 |
|
|
2016
Q3 | $265K | Sell |
3,036
-864
| -22% | -$76.7K | 0.24% | 24 |
|
|
2016
Q2 | $366K | Sell |
3,900
-1,136
| -23% | -$100K | 0.31% | 22 |
|
|
2016
Q1 | $421K | Buy |
5,036
+1,840
| +58% | +$147K | 0.35% | 24 |
|
|
2015
Q4 | $249K | Sell |
3,196
-95
| -3% | -$7.59K | 0.22% | 35 |
|
|
2015
Q3 | $245K | Hold |
3,291
| – | – | 0.22% | 36 |
|
|
2015
Q2 | $274K | Hold |
3,291
| – | – | 0.23% | 37 |
|
|
2015
Q1 | $280K | Sell |
3,291
-75
| -2% | -$6.65K | 0.24% | 36 |
|
|
2014
Q4 | $311K | Buy |
+3,366
| New | +$314K | 0.27% | 33 |
|
Other funds holding XOM
FWIA
Biltmore Wealth Management's XOM Position: Q2 2026 in Review
Biltmore Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 3,556 shares worth $486K. The position accounts for 0.15% of the portfolio, ranked #43.
Biltmore Wealth Management first reported a position in XOM in Q4 2014 and has held it in 44 quarters since. The position peaked at $603K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Biltmore Wealth Management held 3,556 shares of ExxonMobil worth $486K as of Q2 2026.
- Biltmore Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
- ExxonMobil made up 0.15% of Biltmore Wealth Management's portfolio in Q2 2026, its #43 holding.
- Biltmore Wealth Management first reported a position in ExxonMobil in Q4 2014 and has held it in 44 quarters since.
- Biltmore Wealth Management's ExxonMobil position peaked at $603K in Q1 2026.
- 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.