CCG Wealth Management’s ExxonMobil XOM Stock Holding History

CCG 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 Q2	–	Sell	-4,047	Closed	-$687K	–	161
2026 Q1	$687K	Buy	4,047 +1,534	+61%	+$224K	0.19%	70
2025 Q4	$302K	Buy	2,513 +23	+0.9%	+$2.67K	0.13%	77
2025 Q3	$281K	Sell	2,490 -869	-26%	-$96.6K	0.13%	73
2025 Q2	$362K	Buy	3,359 +1,338	+66%	+$143K	0.19%	55
2025 Q1	$240K	Buy	+2,021	New	+$224K	0.14%	69
2019 Q4	–	Sell	-3,010	Closed	-$213K	–	105
2019 Q3	$213K	Sell	3,010 -1,374	-31%	-$99.4K	0.15%	75
2019 Q2	$336K	Hold	4,384	–	–	0.24%	49
2019 Q1	$354K	Buy	+4,384	New	+$334K	0.28%	46

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 $3.38T AUM 44.17% 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

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

CCG Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 4,047 shares — an estimated $687K sold.

CCG Wealth Management first reported a position in XOM in Q1 2019 and held it in 8 quarters. The position peaked at $687K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

CCG Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
CCG Wealth Management sold 4,047 ExxonMobil shares in Q2 2026, an estimated $687K.
CCG Wealth Management first reported a position in ExxonMobil in Q1 2019 and held it in 8 quarters.
CCG Wealth Management's ExxonMobil position peaked at $687K in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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