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Cherrydale Wealth Management’s ExxonMobil XOM Stock Holding History

Cherrydale 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 		$536K Sell
3,917
-1
-0% -$150 0.14% 44
2026
Q1 		$665K Sell
3,918
-76
-2% -$11.1K 0.21% 38
2025
Q4 		$481K Buy
3,994
+60
+2% +$6.96K 0.15% 43
2025
Q3 		$444K Buy
3,934
+162
+4% +$18K 0.14% 45
2025
Q2 		$407K Sell
3,772
-246
-6% -$26.3K 0.14% 48
2025
Q1 		$478K Buy
4,018
+358
+10% +$39.6K 0.19% 39
2024
Q4 		$394K Sell
3,660
-550
-13% -$64.3K 0.15% 44
2024
Q3 		$494K Buy
4,210
+413
+11% +$47.7K 0.2% 36
2024
Q2 		$437K Buy
3,797
+488
+15% +$56.8K 0.19% 37
2024
Q1 		$385K Buy
3,309
+474
+17% +$49.6K 0.18% 39
2023
Q4 		$283K Sell
2,835
-33
-1% -$3.47K 0.15% 39
2023
Q3 		$337K Buy
2,868
+191
+7% +$20.9K 0.2% 33
2023
Q2 		$287K Buy
2,677
+97
+4% +$10.6K 0.2% 31
2023
Q1 		$283K Sell
2,580
-247
-9% -$27.3K 0.21% 29
2022
Q4 		$312K Buy
2,827
+404
+17% +$43.3K 0.26% 26
2022
Q3 		$212K Buy
+2,423
New +$221K 0.2% 31

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

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

Cherrydale Wealth Management reduced its ExxonMobil (XOM) stake by 0.03% in Q2 2026, selling an estimated $150 and leaving 3,917 shares worth $536K. The position accounts for 0.14% of the portfolio, ranked #44.

Cherrydale Wealth Management first reported a position in XOM in Q3 2022 and has held it in 16 quarters since. The position peaked at $665K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cherrydale Wealth Management held 3,917 shares of ExxonMobil worth $536K as of Q2 2026.
  • Cherrydale Wealth Management sold 1 ExxonMobil share in Q2 2026, an estimated $150.
  • ExxonMobil made up 0.14% of Cherrydale Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Cherrydale Wealth Management first reported a position in ExxonMobil in Q3 2022 and has held it in 16 quarters since.
  • Cherrydale Wealth Management's ExxonMobil position peaked at $665K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.