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Clarion Wealth Managment Partners’s ExxonMobil XOM Stock Holding History

Clarion Wealth Managment 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 		$1.33M Sell
9,750
-1,212
-11% -$181K 1.08% 21
2026
Q1 		$1.86M Buy
10,962
+710
+7% +$104K 1.69% 12
2025
Q4 		$1.23M Sell
10,252
-499
-5% -$57.9K 1.14% 22
2025
Q3 		$1.21M Sell
10,751
-212
-2% -$23.6K 1.2% 22
2025
Q2 		$1.18M Buy
+10,963
New +$1.17M 1.29% 21

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

Clarion Wealth Managment Partners's XOM Position: Q2 2026 in Review

Clarion Wealth Managment Partners reduced its ExxonMobil (XOM) stake by 11% in Q2 2026, selling an estimated $181K and leaving 9,750 shares worth $1.33M. The position accounts for 1.08% of the portfolio, ranked #21.

Clarion Wealth Managment Partners first reported a position in XOM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.86M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Clarion Wealth Managment Partners held 9,750 shares of ExxonMobil worth $1.33M as of Q2 2026.
  • Clarion Wealth Managment Partners sold 1,212 ExxonMobil shares in Q2 2026, an estimated $181K.
  • ExxonMobil made up 1.08% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #21 holding.
  • Clarion Wealth Managment Partners first reported a position in ExxonMobil in Q2 2025 and has held it in 5 quarters since.
  • Clarion Wealth Managment Partners's ExxonMobil position peaked at $1.86M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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