Boomfish Wealth Group’s ExxonMobil XOM Stock Holding History

Boomfish Wealth Group’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 Q3	$2.65M	Sell	16,277 -815	-5%	-$127K	1.15%	32
2026 Q2	$2.34M	Sell	17,092 -174	-1%	-$26K	1.06%	38
2026 Q1	$2.93M	Buy	17,266 +47	+0.3%	+$6.86K	1.56%	18
2025 Q4	$2.07M	Sell	17,219 -892	-5%	-$103K	1.11%	41
2025 Q3	$2.04M	Buy	18,111 +151	+0.8%	+$16.8K	1.1%	39
2025 Q2	$1.94M	Buy	17,960 +422	+2%	+$45.1K	1.12%	38
2025 Q1	$2.09M	Buy	17,538 +859	+5%	+$95K	1.35%	35
2024 Q4	$1.79M	Buy	16,679 +1,049	+7%	+$123K	1.09%	38
2024 Q3	$1.83M	Buy	15,630 +885	+6%	+$102K	1.12%	37
2024 Q2	$1.7M	Buy	14,745 +1,810	+14%	+$211K	1.1%	36
2024 Q1	$1.5M	Buy	12,935 +152	+1%	+$15.9K	1.01%	39
2023 Q4	$1.28M	Buy	+12,783	New	+$1.34M	0.92%	46

Other funds holding XOM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boomfish Wealth Group's XOM Position: Q3 2026 in Review

Boomfish Wealth Group reduced its ExxonMobil (XOM) stake by 4.8% in Q3 2026, selling an estimated $127K and leaving 16,277 shares worth $2.65M. The position accounts for 1.15% of the portfolio, ranked #32.

Boomfish Wealth Group first reported a position in XOM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.93M in Q1 2026. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Boomfish Wealth Group held 16,277 shares of ExxonMobil worth $2.65M as of Q3 2026.
Boomfish Wealth Group sold 815 ExxonMobil shares in Q3 2026, an estimated $127K.
ExxonMobil made up 1.15% of Boomfish Wealth Group's portfolio in Q3 2026, its #32 holding.
Boomfish Wealth Group first reported a position in ExxonMobil in Q4 2023 and has held it in 12 quarters since.
Boomfish Wealth Group's ExxonMobil position peaked at $2.93M in Q1 2026.
4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.