Crestmont Private Wealth’s ExxonMobil XOM Stock Holding History

Crestmont 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	$320K	Hold	2,337	–	–	0.09%	81
2026 Q1	$396K	Hold	2,337	–	–	0.12%	67
2025 Q4	$281K	Buy	2,337 +1	+0%	+$116	0.09%	70
2025 Q3	$263K	Hold	2,336	–	–	0.09%	72
2025 Q2	$252K	Hold	2,336	–	–	0.09%	68
2025 Q1	$278K	Hold	2,336	–	–	0.12%	58
2024 Q4	$251K	Buy	2,336 +1	+0%	+$117	0.11%	58
2024 Q3	$274K	Sell	2,335 -28,238	-92%	-$3.26M	0.12%	61
2024 Q2	$3.52M	Buy	30,573 +28,084	+1,128%	+$3.27M	1.7%	12
2024 Q1	$289K	Hold	2,489	–	–	0.14%	50
2023 Q4	$249K	Sell	2,489 -23	-0.9%	-$2.42K	0.13%	48
2023 Q3	$295K	Buy	+2,512	New	+$276K	0.18%	33
2022 Q2	–	Sell	-1,860	Closed	-$154K	–	56
2022 Q1	$154K	Sell	1,860 -211	-10%	-$16.4K	0.15%	21
2021 Q4	$127K	Buy	+2,071	New	+$129K	0.12%	22

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

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

Crestmont Private Wealth held its ExxonMobil (XOM) position steady in Q2 2026 at 2,337 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #81.

Crestmont Private Wealth first reported a position in XOM in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.52M in Q2 2024. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Crestmont Private Wealth held 2,337 shares of ExxonMobil worth $320K as of Q2 2026.
Crestmont Private Wealth left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.09% of Crestmont Private Wealth's portfolio in Q2 2026, its #81 holding.
Crestmont Private Wealth first reported a position in ExxonMobil in Q4 2021 and has held it in 14 quarters since.
Crestmont Private Wealth's ExxonMobil position peaked at $3.52M in Q2 2024.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.