BostonPremier Wealth’s ExxonMobil XOM Stock Holding History

BostonPremier Wealth’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	$596K	Sell	4,360 -1,016	-19%	-$152K	0.25%	34
2026 Q1	$912K	Buy	5,376 +127	+2%	+$18.5K	0.47%	20
2025 Q4	$632K	Sell	5,249 -981	-16%	-$114K	0.32%	26
2025 Q3	$702K	Hold	6,230	–	–	0.35%	24
2025 Q2	$672K	Sell	6,230 -13,809	-69%	-$1.48M	0.37%	23
2025 Q1	$2.38M	Buy	+20,039	New	+$2.22M	1.48%	12

Other funds holding XOM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BostonPremier Wealth's XOM Position: Q2 2026 in Review

BostonPremier Wealth reduced its ExxonMobil (XOM) stake by 19% in Q2 2026, selling an estimated $152K and leaving 4,360 shares worth $596K. The position accounts for 0.25% of the portfolio, ranked #34.

BostonPremier Wealth first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.38M in Q1 2025. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

BostonPremier Wealth held 4,360 shares of ExxonMobil worth $596K as of Q2 2026.
BostonPremier Wealth sold 1,016 ExxonMobil shares in Q2 2026, an estimated $152K.
ExxonMobil made up 0.25% of BostonPremier Wealth's portfolio in Q2 2026, its #34 holding.
BostonPremier Wealth first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
BostonPremier Wealth's ExxonMobil position peaked at $2.38M in Q1 2025.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.