Cypress Point Wealth Management’s ExxonMobil XOM Stock Holding History

Cypress Point 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	–	Sell	-30,543	Closed	-$5.18M	–	165
2026 Q1	$5.18M	Sell	30,543 -11,165	-27%	-$1.63M	1.12%	15
2025 Q4	$5.02M	Hold	41,708	–	–	1.1%	14
2025 Q3	$4.7M	Hold	41,708	–	–	0.95%	13
2025 Q2	$4.5M	Sell	41,708 -8,144	-16%	-$871K	1.09%	12
2025 Q1	$5.93M	Sell	49,852 -3,791	-7%	-$419K	1.88%	9
2024 Q4	$5.77M	Sell	53,643 -5,113	-9%	-$598K	1.8%	10
2024 Q3	$6.89M	Sell	58,756 -201	-0.3%	-$23.2K	2.71%	7
2024 Q2	$6.79M	Buy	58,957 +516	+0.9%	+$60.1K	3.21%	7
2024 Q1	$6.79M	Buy	+58,441	New	+$6.11M	3.48%	6
2023 Q4	–	Sell	-1,969	Closed	-$232K	–	60
2023 Q3	$232K	Buy	+1,969	New	+$216K	0.2%	48
2021 Q4	–	Sell	-274	Closed	-$16K	–	163
2021 Q3	$16K	Hold	274	–	–	0.01%	100
2021 Q2	$17K	Hold	274	–	–	0.01%	113
2021 Q1	$15K	Hold	274	–	–	0.02%	71
2020 Q4	$11K	Buy	+274	New	+$10.3K	0.02%	153

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

Cypress Point Wealth Management's XOM Position: Q2 2026 in Review

Cypress Point Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 30,543 shares — an estimated $5.18M sold.

Cypress Point Wealth Management first reported a position in XOM in Q4 2020 and held it in 14 quarters. The position peaked at $6.89M in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Cypress Point Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Cypress Point Wealth Management sold 30,543 ExxonMobil shares in Q2 2026, an estimated $5.18M.
Cypress Point Wealth Management first reported a position in ExxonMobil in Q4 2020 and held it in 14 quarters.
Cypress Point Wealth Management's ExxonMobil position peaked at $6.89M in Q3 2024.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.