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Cogent Private Wealth’s ExxonMobil XOM Stock Holding History

Cogent Private Wealth’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 		$1.03M Buy
7,536
+688
+10% +$103K 0.64% 39
2026
Q1 		$1.16M Buy
6,848
+3,539
+107% +$516K 0.84% 31
2025
Q4 		$398K Buy
+3,309
New +$384K 0.3% 68

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 $3.38T AUM 44.17% 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

Cogent Private Wealth's XOM Position: Q2 2026 in Review

Cogent Private Wealth increased its ExxonMobil (XOM) stake by 10% in Q2 2026, buying an estimated $103K and bringing the position to 7,536 shares worth $1.03M. The position accounts for 0.64% of the portfolio, ranked #39.

Cogent Private Wealth first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cogent Private Wealth held 7,536 shares of ExxonMobil worth $1.03M as of Q2 2026.
  • Cogent Private Wealth bought 688 ExxonMobil shares in Q2 2026, an estimated $103K.
  • ExxonMobil made up 0.64% of Cogent Private Wealth's portfolio in Q2 2026, its #39 holding.
  • Cogent Private Wealth first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Cogent Private Wealth's ExxonMobil position peaked at $1.16M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cogent Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.