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Daymark Wealth Partners’s ExxonMobil XOM Stock Holding History

Daymark 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 		$44.5M Buy
325,142
+74,431
+30% +$11.1M 1.08% 18
2026
Q1 		$42.5M Sell
250,711
-6,677
-3% -$974K 1.34% 13
2025
Q4 		$31M Buy
257,388
+4,458
+2% +$517K 0.99% 22
2025
Q3 		$28.5M Buy
252,930
+4,028
+2% +$448K 0.97% 22
2025
Q2 		$26.8M Buy
248,902
+4,353
+2% +$465K 1.02% 17
2025
Q1 		$29.1M Sell
244,549
-987
-0.4% -$109K 1.25% 13
2024
Q4 		$26.4M Buy
245,536
+5,424
+2% +$634K 1.12% 14
2024
Q3 		$28.1M Buy
240,112
+60
+0% +$6.93K 1.19% 13
2024
Q2 		$27.6M Buy
240,052
+14,464
+6% +$1.68M 1.27% 11
2024
Q1 		$26.2M Buy
225,588
+4,589
+2% +$480K 1.41% 13
2023
Q4 		$22.1M Buy
220,999
+2,772
+1% +$291K 1.36% 13
2023
Q3 		$25.7M Buy
218,227
+71,568
+49% +$7.85M 1.77% 10
2023
Q2 		$15.7M Buy
146,659
+116,133
+380% +$12.7M 1.17% 16
2023
Q1 		$3.35M Buy
30,526
+2,544
+9% +$281K 0.44% 53
2022
Q4 		$3.09M Buy
+27,982
New +$3M 0.55% 44

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 $3.37T AUM 44.26% 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

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

Daymark Wealth Partners increased its ExxonMobil (XOM) stake by 30% in Q2 2026, buying an estimated $11.1M and bringing the position to 325,142 shares worth $44.5M. The position accounts for 1.08% of the portfolio, ranked #18.

Daymark Wealth Partners first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Daymark Wealth Partners held 325,142 shares of ExxonMobil worth $44.5M as of Q2 2026.
  • Daymark Wealth Partners bought 74,431 ExxonMobil shares in Q2 2026, an estimated $11.1M.
  • ExxonMobil made up 1.08% of Daymark Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Daymark Wealth Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.