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Confluence Wealth Services’s ExxonMobil XOM Stock Holding History

Confluence Wealth Services’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 		$40.2M Buy
294,079
+109,701
+59% +$16.4M 1.15% 20
2026
Q1 		$31.3M Buy
184,378
+80,301
+77% +$11.7M 1.21% 18
2025
Q4 		$12.5M Sell
104,077
-4,569
-4% -$530K 0.52% 35
2025
Q3 		$12.2M Sell
108,646
-916
-0.8% -$102K 0.6% 27
2025
Q2 		$11.8M Buy
109,562
+2,018
+2% +$216K 0.64% 25
2025
Q1 		$11.5M Buy
107,544
+39,835
+59% +$4.41M 0.73% 22
2024
Q4 		$7.46M Buy
67,709
+327
+0.5% +$38.3K 0.49% 28
2024
Q3 		$7.9M Buy
67,382
+1,829
+3% +$211K 0.58% 21
2024
Q2 		$7.55M Buy
65,553
+11,929
+22% +$1.39M 0.6% 23
2024
Q1 		$6.23M Buy
53,624
+1,434
+3% +$150K 0.55% 25
2023
Q4 		$5.22M Buy
52,190
+883
+2% +$92.8K 0.57% 23
2023
Q3 		$6.03M Buy
51,307
+344
+0.7% +$37.7K 1.19% 16
2023
Q2 		$5.47M Buy
50,963
+4,218
+9% +$460K 1.16% 17
2023
Q1 		$5.13M Buy
46,745
+3,361
+8% +$372K 1.2% 17
2022
Q4 		$4.79M Buy
43,384
+5,006
+13% +$536K 1.24% 15
2022
Q3 		$3.35M Sell
38,378
-7,263
-16% -$663K 1.42% 11
2022
Q2 		$4.25M Buy
45,641
+3,228
+8% +$291K 1.87% 1
2022
Q1 		$3.5M Buy
42,413
+1,762
+4% +$137K 1.26% 12
2021
Q4 		$2.49M Buy
+40,651
New +$2.54M 0.8% 20

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

Confluence Wealth Services's XOM Position: Q2 2026 in Review

Confluence Wealth Services increased its ExxonMobil (XOM) stake by 59% in Q2 2026, buying an estimated $16.4M and bringing the position to 294,079 shares worth $40.2M. The position accounts for 1.15% of the portfolio, ranked #20.

Confluence Wealth Services first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Confluence Wealth Services held 294,079 shares of ExxonMobil worth $40.2M as of Q2 2026.
  • Confluence Wealth Services bought 109,701 ExxonMobil shares in Q2 2026, an estimated $16.4M.
  • ExxonMobil made up 1.15% of Confluence Wealth Services's portfolio in Q2 2026, its #20 holding.
  • Confluence Wealth Services first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.