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Curated Wealth Partners’s ExxonMobil XOM Stock Holding History

Curated Wealth Partners’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 		$760K Buy
5,560
+2,044
+58% +$306K 0.09% 80
2026
Q1 		$597K Buy
3,516
+256
+8% +$37.4K 0.08% 105
2025
Q4 		$392K Buy
3,260
+1,256
+63% +$146K 0.04% 134
2025
Q3 		$226K Sell
2,004
-670
-25% -$74.5K 0.03% 143
2025
Q2 		$288K Sell
2,674
-408
-13% -$43.6K 0.03% 128
2025
Q1 		$367K Buy
+3,082
New +$341K 0.05% 111

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

Curated Wealth Partners's XOM Position: Q2 2026 in Review

Curated Wealth Partners increased its ExxonMobil (XOM) stake by 58% in Q2 2026, buying an estimated $306K and bringing the position to 5,560 shares worth $760K. The position accounts for 0.09% of the portfolio, ranked #80.

Curated Wealth Partners first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Curated Wealth Partners held 5,560 shares of ExxonMobil worth $760K as of Q2 2026.
  • Curated Wealth Partners bought 2,044 ExxonMobil shares in Q2 2026, an estimated $306K.
  • ExxonMobil made up 0.09% of Curated Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • Curated Wealth Partners first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.