Buck Wealth Strategies’s ExxonMobil XOM Stock Holding History

Buck Wealth Strategies’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	–	Sell	-3,320	Closed	-$563K	–	1172
2026 Q1	$563K	Sell	3,320 -281	-8%	-$41K	0.07%	101
2025 Q4	$433K	Buy	3,601 +271	+8%	+$31.4K	0.06%	109
2025 Q3	$375K	Sell	3,330 -243	-7%	-$27K	0.05%	136
2025 Q2	$385K	Buy	3,573 +42	+1%	+$4.49K	0.06%	112
2025 Q1	$420K	Buy	3,531 +813	+30%	+$89.9K	0.08%	93
2024 Q4	$292K	Sell	2,718 -51,732	-95%	-$6.05M	0.06%	75
2024 Q3	$6.38M	Sell	54,450 -6,366	-10%	-$735K	2.01%	29
2024 Q2	$7M	Buy	60,816 +58,816	+2,941%	+$6.85M	2.07%	25
2024 Q1	$232K	Sell	2,000 -66,281	-97%	-$6.93M	0.08%	76
2023 Q4	$6.83M	Buy	68,281 +19,217	+39%	+$2.02M	2.53%	23
2023 Q3	$5.77M	Buy	49,064 +800	+2%	+$87.7K	2.32%	16
2023 Q2	$5.18M	Buy	48,264 +3,582	+8%	+$391K	2.25%	21
2023 Q1	$4.9M	Buy	+44,682	New	+$4.94M	2.39%	20
2022 Q3	$5.32M	Buy	+45,251	New	+$4.13M	2.49%	15

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

Buck Wealth Strategies's XOM Position: Q2 2026 in Review

Buck Wealth Strategies sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 3,320 shares — an estimated $563K sold.

Buck Wealth Strategies first reported a position in XOM in Q3 2022 and held it in 14 quarters. The position peaked at $7M in Q2 2024. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Buck Wealth Strategies reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Buck Wealth Strategies sold 3,320 ExxonMobil shares in Q2 2026, an estimated $563K.
Buck Wealth Strategies first reported a position in ExxonMobil in Q3 2022 and held it in 14 quarters.
Buck Wealth Strategies's ExxonMobil position peaked at $7M in Q2 2024.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.