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CFM Wealth Partners’s ExxonMobil XOM Stock Holding History

CFM Wealth Partners’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 		$11.2M Sell
81,723
-96
-0.1% -$14.4K 1.43% 20
2026
Q1 		$13.9M Sell
81,819
-387
-0.5% -$56.5K 2.08% 9
2025
Q4 		$9.89M Sell
82,206
-11,466
-12% -$1.33M 1.43% 18
2025
Q3 		$10.6M Sell
93,672
-31,601
-25% -$3.51M 1.53% 17
2025
Q2 		$13.5M Sell
125,273
-1,900
-1% -$203K 2.15% 11
2025
Q1 		$15.1M Buy
127,173
+515
+0.4% +$57K 2.67% 7
2024
Q4 		$13.6M Sell
126,658
-30,959
-20% -$3.62M 2.3% 9
2024
Q3 		$18.5M Buy
157,617
+344
+0.2% +$39.7K 3.23% 6
2024
Q2 		$18.1M Buy
157,273
+150
+0.1% +$17.5K 3.33% 6
2024
Q1 		$18.3M Sell
157,123
-1,042
-0.7% -$109K 3.66% 5
2023
Q4 		$15.8M Sell
158,165
-8,269
-5% -$869K 3.58% 5
2023
Q3 		$19.6M Buy
166,434
+1,571
+1% +$172K 5.13% 3
2023
Q2 		$17.7M Sell
164,863
-255
-0.2% -$27.8K 4.29% 3
2023
Q1 		$18.1M Buy
165,118
+361
+0.2% +$39.9K 4.88% 2
2022
Q4 		$18.2M Buy
164,757
+105
+0.1% +$11.3K 5.44% 2
2022
Q3 		$14.4M Buy
164,652
+1,941
+1% +$177K 4.59% 2
2022
Q2 		$13.9M Sell
162,711
-1,678
-1% -$151K 4.18% 2
2022
Q1 		$13.6M Buy
164,389
+51
+0% +$3.96K 3.25% 7
2021
Q4 		$10.4M Sell
164,338
-2,260
-1% -$141K 2.33% 9
2021
Q3 		$9.8M Sell
166,598
-1,698
-1% -$96.8K 2.46% 10
2021
Q2 		$10.6M Buy
168,296
+436
+0.3% +$26K 2.82% 9
2021
Q1 		$9.37M Sell
167,860
-300
-0.2% -$15.7K 2.83% 7
2020
Q4 		$6.93M Sell
168,160
-7,942
-5% -$298K 2.21% 9
2020
Q3 		$6.04M Buy
176,102
+685
+0.4% +$28K 2.21% 11
2020
Q2 		$7.84M Sell
175,417
-81
-0% -$3.63K 2.98% 6
2020
Q1 		$6.66M Sell
175,498
-4,278
-2% -$236K 3.1% 3
2019
Q4 		$12.4M Buy
+179,776
New +$12.4M 4.56% 2

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CFM Wealth Partners's XOM Position: Q2 2026 in Review

CFM Wealth Partners reduced its ExxonMobil (XOM) stake by 0.12% in Q2 2026, selling an estimated $14.4K and leaving 81,723 shares worth $11.2M. The position accounts for 1.43% of the portfolio, ranked #20.

CFM Wealth Partners first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $19.6M in Q3 2023. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • CFM Wealth Partners held 81,723 shares of ExxonMobil worth $11.2M as of Q2 2026.
  • CFM Wealth Partners sold 96 ExxonMobil shares in Q2 2026, an estimated $14.4K.
  • ExxonMobil made up 1.43% of CFM Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • CFM Wealth Partners first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's ExxonMobil position peaked at $19.6M in Q3 2023.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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