Castle Wealth Management’s ExxonMobil XOM Stock Holding History

Castle Wealth Management’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	$514K	Sell	3,158 -26	-0.8%	-$4.06K	0.16%	80
2026 Q2	$435K	Sell	3,184 -73	-2%	-$10.9K	0.13%	91
2026 Q1	$553K	Sell	3,257 -34	-1%	-$4.96K	0.18%	78
2025 Q4	$396K	Buy	3,291 +101	+3%	+$11.7K	0.13%	91
2025 Q3	$360K	Sell	3,190 -1,214	-28%	-$135K	0.12%	92
2025 Q2	$475K	Sell	4,404 -2,670	-38%	-$285K	0.17%	75
2025 Q1	$841K	Sell	7,074 -394	-5%	-$43.6K	0.33%	63
2024 Q4	$803K	Buy	7,468 +572	+8%	+$66.9K	0.32%	64
2024 Q3	$808K	Buy	6,896 +52	+0.8%	+$6K	0.32%	65
2024 Q2	$788K	Buy	6,844 +304	+5%	+$35.4K	0.38%	60
2024 Q1	$760K	Hold	6,540	–	–	0.4%	61
2023 Q4	$654K	Hold	6,540	–	–	0.39%	60
2023 Q3	$769K	Hold	6,540	–	–	0.55%	46
2023 Q2	$701K	Sell	6,540 -47	-0.7%	-$5.13K	0.49%	46
2023 Q1	$722K	Hold	6,587	–	–	0.56%	44
2022 Q4	$727K	Sell	6,587 -1,231	-16%	-$132K	0.46%	46
2022 Q3	$683K	Sell	7,818 -269	-3%	-$24.6K	0.41%	42
2022 Q2	$693K	Buy	+8,087	New	+$729K	0.4%	45

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

Castle Wealth Management's XOM Position: Q3 2026 in Review

Castle Wealth Management reduced its ExxonMobil (XOM) stake by 0.82% in Q3 2026, selling an estimated $4.06K and leaving 3,158 shares worth $514K. The position accounts for 0.16% of the portfolio, ranked #80.

Castle Wealth Management first reported a position in XOM in Q2 2022 and has held it in 18 quarters since. The position peaked at $841K in Q1 2025. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Castle Wealth Management held 3,158 shares of ExxonMobil worth $514K as of Q3 2026.
Castle Wealth Management sold 26 ExxonMobil shares in Q3 2026, an estimated $4.06K.
ExxonMobil made up 0.16% of Castle Wealth Management's portfolio in Q3 2026, its #80 holding.
Castle Wealth Management first reported a position in ExxonMobil in Q2 2022 and has held it in 18 quarters since.
Castle Wealth Management's ExxonMobil position peaked at $841K in Q1 2025.
4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Castle Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.