Buckley Wealth Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-106,628
Closed -$18.1M 113
2026
Q1
$18.1M Sell
106,628
-3,054
-3% -$446K 4.62% 6
2025
Q4
$13.2M Sell
109,682
-36
-0% -$4.17K 3.5% 8
2025
Q3
$12.4M Buy
109,718
+1,460
+1% +$162K 3.39% 8
2025
Q2
$11.7M Sell
108,258
-1,716
-2% -$183K 3.49% 8
2025
Q1
$13.1M Sell
109,974
-182
-0.2% -$20.1K 4.07% 8
2024
Q4
$11.8M Buy
110,156
+5,180
+5% +$606K 3.63% 8
2024
Q3
$12.3M Buy
104,976
+2,428
+2% +$280K 3.79% 8
2024
Q2
$11.8M Sell
102,548
-1,238
-1% -$144K 3.74% 8
2024
Q1
$12.1M Buy
103,786
+10,354
+11% +$1.08M 3.87% 8
2023
Q4
$9.34M Buy
93,432
+8,497
+10% +$893K 3.24% 8
2023
Q3
$9.99M Buy
84,935
+1,930
+2% +$212K 3.74% 7
2023
Q2
$8.9M Buy
83,005
+868
+1% +$94.7K 3.03% 9
2023
Q1
$9.01M Sell
82,137
-1,010
-1% -$112K 3.32% 8
2022
Q4
$9.17M Sell
83,147
-4,067
-5% -$436K 3.34% 7
2022
Q3
$7.62M Buy
87,214
+3,080
+4% +$281K 2.81% 10
2022
Q2
$7.21M Sell
84,134
-2,100
-2% -$189K 2.32% 15
2022
Q1
$7.12M Sell
86,234
-2,636
-3% -$205K 1.93% 15
2021
Q4
$5.44M Sell
88,870
-365
-0.4% -$22.8K 1.59% 18
2021
Q3
$5.25M Buy
89,235
+9,700
+12% +$553K 1.7% 19
2021
Q2
$5.02M Sell
79,535
-428
-0.5% -$25.6K 1.72% 18
2021
Q1
$4.46M Sell
79,963
-1,861
-2% -$97.6K 1.65% 17
2020
Q4
$3.37M Sell
81,824
-33,103
-29% -$1.24M 1.38% 19
2020
Q3
$3.94M Buy
114,927
+6,541
+6% +$267K 1.77% 17
2020
Q2
$4.85M Sell
108,386
-100
-0.1% -$4.49K 2.2% 15
2020
Q1
$4.12M Buy
108,486
+10,825
+11% +$598K 2.23% 15
2019
Q4
$6.82M Buy
97,661
+4,028
+4% +$279K 3.09% 10
2019
Q3
$6.61M Buy
93,633
+14,712
+19% +$1.06M 3.24% 8
2019
Q2
$6.05M Sell
78,921
-3,520
-4% -$272K 2.83% 12
2019
Q1
$6.66M Sell
82,441
-3,679
-4% -$281K 3.16% 8
2018
Q4
$5.87M Buy
86,120
+6,995
+9% +$549K 3.03% 11
2018
Q3
$6.73M Buy
79,125
+5,150
+7% +$421K 2.94% 8
2018
Q2
$6.12M Sell
73,975
-706
-0.9% -$56.3K 2.89% 7
2018
Q1
$5.57M Buy
74,681
+23,698
+46% +$1.89M 2.75% 9
2017
Q4
$4.26M Buy
+50,983
New +$4.22M 2.14% 12

Other funds holding XOM

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

Buckley Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 106,628 shares — an estimated $18.1M sold.

Buckley Wealth Management first reported a position in XOM in Q4 2017 and held it in 34 quarters. The position peaked at $18.1M in Q1 2026. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Buckley Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Buckley Wealth Management sold 106,628 ExxonMobil shares in Q2 2026, an estimated $18.1M.
  • Buckley Wealth Management first reported a position in ExxonMobil in Q4 2017 and held it in 34 quarters.
  • Buckley Wealth Management's ExxonMobil position peaked at $18.1M in Q1 2026.
  • 4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.