Circle Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $266K | Sell |
1,942
-106
| -5% | -$15.9K | ﹤0.01% | 234 |
|
|
2026
Q1 | $347K | Sell |
2,048
-234
| -10% | -$34.1K | 0.01% | 226 |
|
|
2025
Q4 | $275K | Buy |
2,282
+506
| +28% | +$58.7K | ﹤0.01% | 217 |
|
|
2025
Q3 | $200K | Buy |
+1,776
| New | +$197K | ﹤0.01% | 222 |
|
|
2024
Q3 | – | Sell |
-2,282
| Closed | -$263K | – | 228 |
|
|
2024
Q2 | $263K | Sell |
2,282
-1,994
| -47% | -$232K | 0.01% | 203 |
|
|
2024
Q1 | $497K | Sell |
4,276
-15
| -0.3% | -$1.57K | 0.01% | 146 |
|
|
2023
Q4 | $429K | Buy |
4,291
+28
| +0.7% | +$2.94K | 0.01% | 148 |
|
|
2023
Q3 | $501K | Buy |
4,263
+1,035
| +32% | +$114K | 0.01% | 132 |
|
|
2023
Q2 | $346K | Sell |
3,228
-56
| -2% | -$6.11K | 0.05% | 126 |
|
|
2023
Q1 | $360K | Sell |
3,284
-12
| -0.4% | -$1.33K | 0.05% | 123 |
|
|
2022
Q4 | $364K | Buy |
3,296
+384
| +13% | +$41.1K | 0.06% | 123 |
|
|
2022
Q3 | $254K | Sell |
2,912
-433
| -13% | -$39.5K | 0.04% | 146 |
|
|
2022
Q2 | $286K | Buy |
3,345
+239
| +8% | +$21.6K | 0.05% | 138 |
|
|
2022
Q1 | $257K | Buy |
+3,106
| New | +$241K | 0.03% | 167 |
|
|
2020
Q3 | – | Sell |
-4,577
| Closed | -$205K | – | 214 |
|
|
2020
Q2 | $205K | Buy |
+4,577
| New | +$205K | 0.04% | 194 |
|
|
2020
Q1 | – | Sell |
-3,368
| Closed | -$235K | – | 218 |
|
|
2019
Q4 | $235K | Sell |
3,368
-3,490
| -51% | -$241K | 0.04% | 164 |
|
|
2019
Q3 | $484K | Buy |
6,858
+1,084
| +19% | +$78.4K | 0.1% | 100 |
|
|
2019
Q2 | $442K | Sell |
5,774
-1,767
| -23% | -$137K | 0.1% | 97 |
|
|
2019
Q1 | $609K | Hold |
7,541
| – | – | 0.14% | 90 |
|
|
2018
Q4 | $514K | Sell |
7,541
-2,974
| -28% | -$233K | 0.19% | 44 |
|
|
2018
Q3 | $894K | Buy |
10,515
+38
| +0.4% | +$3.11K | 0.28% | 34 |
|
|
2018
Q2 | $867K | Buy |
10,477
+37
| +0.4% | +$2.95K | 0.29% | 38 |
|
|
2018
Q1 | $779K | Buy |
10,440
+38
| +0.4% | +$3.04K | 0.28% | 37 |
|
|
2017
Q4 | $870K | Sell |
10,402
-1,199
| -10% | -$99.2K | 0.33% | 32 |
|
|
2017
Q3 | $951K | Buy |
11,601
+69
| +0.6% | +$5.48K | 0.39% | 25 |
|
|
2017
Q2 | $931K | Buy |
11,532
+202
| +2% | +$16.5K | 0.41% | 25 |
|
|
2017
Q1 | $930K | Buy |
11,330
+3,033
| +37% | +$253K | 0.45% | 25 |
|
|
2016
Q4 | $749K | Buy |
+8,297
| New | +$725K | 0.4% | 26 |
|
Other funds holding XOM
Circle Wealth Management's XOM Position: Q2 2026 in Review
Circle Wealth Management reduced its ExxonMobil (XOM) stake by 5.2% in Q2 2026, selling an estimated $15.9K and leaving 1,942 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #234.
Circle Wealth Management first reported a position in XOM in Q4 2016 and has held it in 28 quarters since. The position peaked at $951K in Q3 2017. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Circle Wealth Management held 1,942 shares of ExxonMobil worth $266K as of Q2 2026.
- Circle Wealth Management sold 106 ExxonMobil shares in Q2 2026, an estimated $15.9K.
- ExxonMobil made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #234 holding.
- Circle Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 28 quarters since.
- Circle Wealth Management's ExxonMobil position peaked at $951K in Q3 2017.
- 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.