Box Hill Private Wealth’s ExxonMobil XOM Stock Holding History

Box Hill Private 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	$373K	Buy	2,725 +49	+2%	+$7.33K	0.3%	47
2026 Q1	$454K	Sell	2,676 -82	-3%	-$12K	0.45%	35
2025 Q4	$332K	Buy	+2,758	New	+$320K	0.34%	41

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

Box Hill Private Wealth's XOM Position: Q2 2026 in Review

Box Hill Private Wealth increased its ExxonMobil (XOM) stake by 1.8% in Q2 2026, buying an estimated $7.33K and bringing the position to 2,725 shares worth $373K. The position accounts for 0.3% of the portfolio, ranked #47.

Box Hill Private Wealth first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $454K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Box Hill Private Wealth held 2,725 shares of ExxonMobil worth $373K as of Q2 2026.
Box Hill Private Wealth bought 49 ExxonMobil shares in Q2 2026, an estimated $7.33K.
ExxonMobil made up 0.3% of Box Hill Private Wealth's portfolio in Q2 2026, its #47 holding.
Box Hill Private Wealth first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
Box Hill Private Wealth's ExxonMobil position peaked at $454K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.