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BlackDiamond Wealth Management’s ExxonMobil XOM Stock Holding History

BlackDiamond 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 		$1.35M Buy
8,424
+363
+5% +$54.3K 0.54% 49
2026
Q1 		$1.37M Buy
8,061
+436
+6% +$63.6K 0.66% 43
2025
Q4 		$1.15M Buy
7,625
+3,328
+77% +$386K 0.56% 47
2025
Q3 		$484K Sell
4,297
-1,137
-21% -$126K 0.26% 75
2025
Q2 		$594K Buy
5,434
+1,322
+32% +$141K 0.34% 56
2025
Q1 		$441K Buy
4,112
+554
+16% +$61.3K 0.3% 65
2024
Q4 		$383K Buy
3,558
+298
+9% +$34.9K 0.22% 97
2024
Q3 		$392K Buy
3,260
+398
+14% +$46K 0.24% 97
2024
Q2 		$337K Buy
2,862
+549
+24% +$63.9K 0.22% 98
2024
Q1 		$269K Sell
2,313
-212
-8% -$22.2K 0.19% 118
2023
Q4 		$256K Buy
2,525
+382
+18% +$40.1K 0.19% 117
2023
Q3 		$227K Sell
2,143
-65
-3% -$7.13K 0.21% 111
2023
Q2 		$233K Buy
2,208
+362
+20% +$39.5K 0.2% 113
2023
Q1 		$215K Sell
1,846
-137
-7% -$15.2K 0.22% 102
2022
Q4 		$218K Buy
1,983
+41
+2% +$4.39K 0.25% 102
2022
Q3 		$206K Buy
+1,942
New +$177K 0.25% 98

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

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

BlackDiamond Wealth Management increased its ExxonMobil (XOM) stake by 4.5% in Q2 2026, buying an estimated $54.3K and bringing the position to 8,424 shares worth $1.35M. The position accounts for 0.54% of the portfolio, ranked #49.

BlackDiamond Wealth Management first reported a position in XOM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.37M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • BlackDiamond Wealth Management held 8,424 shares of ExxonMobil worth $1.35M as of Q2 2026.
  • BlackDiamond Wealth Management bought 363 ExxonMobil shares in Q2 2026, an estimated $54.3K.
  • ExxonMobil made up 0.54% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #49 holding.
  • BlackDiamond Wealth Management first reported a position in ExxonMobil in Q3 2022 and has held it in 16 quarters since.
  • BlackDiamond Wealth Management's ExxonMobil position peaked at $1.37M in Q1 2026.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.