Correct Capital Wealth Management’s ExxonMobil XOM Stock Holding History

Correct Capital 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	$3.14M	Sell	22,937 -207	-0.9%	-$31K	0.54%	23
2026 Q1	$3.93M	Sell	23,144 -608	-3%	-$88.7K	0.73%	20
2025 Q4	$2.86M	Buy	23,752 +1,302	+6%	+$151K	0.54%	27
2025 Q3	$2.53M	Buy	22,450 +492	+2%	+$54.7K	0.42%	33
2025 Q2	$2.37M	Buy	21,958 +1,305	+6%	+$140K	0.35%	29
2025 Q1	$2.46M	Sell	20,653 -137	-0.7%	-$15.2K	0.4%	23
2024 Q4	$2.24M	Sell	20,790 -3,848	-16%	-$450K	0.45%	22
2024 Q3	$2.89M	Buy	24,638 +6,577	+36%	+$759K	0.64%	18
2024 Q2	$2.08M	Buy	18,061 +1,903	+12%	+$222K	0.49%	23
2024 Q1	$1.88M	Buy	16,158 +5,236	+48%	+$548K	0.43%	29
2023 Q4	$1.09M	Buy	+10,922	New	+$1.15M	0.28%	38

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 $3.38T AUM 44.17% 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

Correct Capital Wealth Management's XOM Position: Q2 2026 in Review

Correct Capital Wealth Management reduced its ExxonMobil (XOM) stake by 0.89% in Q2 2026, selling an estimated $31K and leaving 22,937 shares worth $3.14M. The position accounts for 0.54% of the portfolio, ranked #23.

Correct Capital Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.93M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Correct Capital Wealth Management held 22,937 shares of ExxonMobil worth $3.14M as of Q2 2026.
Correct Capital Wealth Management sold 207 ExxonMobil shares in Q2 2026, an estimated $31K.
ExxonMobil made up 0.54% of Correct Capital Wealth Management's portfolio in Q2 2026, its #23 holding.
Correct Capital Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Correct Capital Wealth Management's ExxonMobil position peaked at $3.93M in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.