Curio Wealth’s ExxonMobil XOM Stock Holding History

Curio 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	–	Sell	-232	Closed	-$39.4K	–	1189
2026 Q1	$39.4K	Buy	232 +29	+14%	+$4.23K	0.01%	147
2025 Q4	$24.2K	Buy	203 +184	+968%	+$21.3K	0.01%	184
2025 Q3	$2.14K	Sell	19 -742	-98%	-$82.5K	﹤0.01%	240
2025 Q2	$82K	Buy	761 +757	+18,925%	+$80.9K	0.04%	105
2025 Q1	$89.5K	Sell	4 -644	-99%	-$71.2K	0.05%	104
2024 Q4	$69.7K	Buy	+648	New	+$75.8K	0.04%	111

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

Curio Wealth's XOM Position: Q2 2026 in Review

Curio Wealth sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 232 shares — an estimated $39.4K sold.

Curio Wealth first reported a position in XOM in Q4 2024 and held it in 6 quarters. The position peaked at $89.5K in Q1 2025. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Curio Wealth reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 232 ExxonMobil shares in Q2 2026, an estimated $39.4K.
Curio Wealth first reported a position in ExxonMobil in Q4 2024 and held it in 6 quarters.
Curio Wealth's ExxonMobil position peaked at $89.5K in Q1 2025.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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