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Chung Wu Investment Group’s ExxonMobil XOM Stock Holding History

Chung Wu Investment Group’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 		$2.07M Sell
15,177
-200
-1% -$29.9K 1.36% 17
2026
Q1 		$2.61M Buy
15,377
+440
+3% +$64.2K 2.25% 12
2025
Q4 		$1.8M Sell
14,937
-100
-0.7% -$11.6K 1.47% 15
2025
Q3 		$1.7M Sell
15,037
-240
-2% -$26.7K 1.41% 13
2025
Q2 		$1.65M Hold
15,277
– – 1.72% 12
2025
Q1 		$1.82M Hold
15,277
– – 2.17% 13
2024
Q4 		$1.64M Buy
+15,277
New +$1.79M 1.66% 14

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

Chung Wu Investment Group's XOM Position: Q2 2026 in Review

Chung Wu Investment Group reduced its ExxonMobil (XOM) stake by 1.3% in Q2 2026, selling an estimated $29.9K and leaving 15,177 shares worth $2.07M. The position accounts for 1.36% of the portfolio, ranked #17.

Chung Wu Investment Group first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.61M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Chung Wu Investment Group held 15,177 shares of ExxonMobil worth $2.07M as of Q2 2026.
  • Chung Wu Investment Group sold 200 ExxonMobil shares in Q2 2026, an estimated $29.9K.
  • ExxonMobil made up 1.36% of Chung Wu Investment Group's portfolio in Q2 2026, its #17 holding.
  • Chung Wu Investment Group first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Chung Wu Investment Group's ExxonMobil position peaked at $2.61M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.