Clay Northam Wealth Management’s ExxonMobil XOM Stock Holding History

Clay Northam 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	$283K	Sell	2,072 -3	-0.1%	-$449	0.14%	86
2026 Q1	$352K	Sell	2,075 -5	-0.2%	-$730	0.2%	68
2025 Q4	$250K	Hold	2,080	–	–	0.14%	84
2025 Q3	$235K	Buy	2,080 +15	+0.7%	+$1.67K	0.13%	89
2025 Q2	$223K	Sell	2,065 -22	-1%	-$2.35K	0.14%	83
2025 Q1	$248K	Buy	2,087 +44	+2%	+$4.87K	0.17%	72
2024 Q4	$220K	Buy	2,043 +159	+8%	+$18.6K	0.14%	85
2024 Q3	$221K	Hold	1,884	–	–	0.15%	84
2024 Q2	$217K	Hold	1,884	–	–	0.16%	77
2024 Q1	$219K	Buy	+1,884	New	+$197K	0.18%	83
2023 Q4	–	Sell	-1,864	Closed	-$219K	–	84
2023 Q3	$219K	Buy	+1,864	New	+$204K	0.22%	68
2023 Q2	–	Sell	-2,014	Closed	-$221K	–	83
2023 Q1	$221K	Hold	2,014	–	–	0.23%	70
2022 Q4	$222K	Buy	+2,014	New	+$216K	0.26%	65

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clay Northam Wealth Management's XOM Position: Q2 2026 in Review

Clay Northam Wealth Management reduced its ExxonMobil (XOM) stake by 0.14% in Q2 2026, selling an estimated $449 and leaving 2,072 shares worth $283K. The position accounts for 0.14% of the portfolio, ranked #86.

Clay Northam Wealth Management first reported a position in XOM in Q4 2022 and has held it in 13 quarters since. The position peaked at $352K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Clay Northam Wealth Management held 2,072 shares of ExxonMobil worth $283K as of Q2 2026.
Clay Northam Wealth Management sold 3 ExxonMobil shares in Q2 2026, an estimated $449.
ExxonMobil made up 0.14% of Clay Northam Wealth Management's portfolio in Q2 2026, its #86 holding.
Clay Northam Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 13 quarters since.
Clay Northam Wealth Management's ExxonMobil position peaked at $352K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.