CWM
XOM icon

Copia Wealth Management’s ExxonMobil XOM Stock Holding History

Copia 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 		$4.38K Buy
32
+24
+300% +$3.59K ﹤0.01% 405
2026
Q1 		$1.36K Hold
8
– – ﹤0.01% 457
2025
Q4 		$963 Hold
8
– – ﹤0.01% 472
2025
Q3 		$902 Hold
8
– – ﹤0.01% 436
2025
Q2 		$862 Hold
8
– – ﹤0.01% 425
2025
Q1 		$951 Sell
8
-105
-93% -$11.6K ﹤0.01% 403
2024
Q4 		$12.2K Buy
+113
New +$13.2K 0.01% 245

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

Copia Wealth Management's XOM Position: Q2 2026 in Review

Copia Wealth Management increased its ExxonMobil (XOM) stake by 300% in Q2 2026, buying an estimated $3.59K and bringing the position to 32 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Copia Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2K in Q4 2024. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Copia Wealth Management held 32 shares of ExxonMobil worth $4.38K as of Q2 2026.
  • Copia Wealth Management bought 24 ExxonMobil shares in Q2 2026, an estimated $3.59K.
  • ExxonMobil made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #405 holding.
  • Copia Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's ExxonMobil position peaked at $12.2K in Q4 2024.
  • 4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.