Defined Wealth Management’s ExxonMobil XOM Stock Holding History

Defined 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	$759K	Sell	5,548 -6	-0.1%	-$898	0.39%	63
2026 Q1	$942K	Buy	5,554 +55	+1%	+$8.03K	0.55%	51
2025 Q4	$662K	Buy	5,499 +358	+7%	+$41.5K	0.38%	61
2025 Q3	$580K	Buy	5,141 +144	+3%	+$16K	0.34%	67
2025 Q2	$539K	Buy	4,997 +745	+18%	+$79.6K	0.33%	66
2025 Q1	$506K	Buy	4,252 +153	+4%	+$16.9K	0.34%	66
2024 Q4	$441K	Sell	4,099 -85	-2%	-$9.94K	0.29%	74
2024 Q3	$490K	Buy	4,184 +54	+1%	+$6.24K	0.32%	68
2024 Q2	$475K	Buy	4,130 +39	+1%	+$4.54K	0.33%	72
2024 Q1	$476K	Buy	4,091 +153	+4%	+$16K	0.34%	70
2023 Q4	$394K	Sell	3,938 -113	-3%	-$11.9K	0.3%	79
2023 Q3	$476K	Buy	4,051 +96	+2%	+$10.5K	0.41%	64
2023 Q2	$424K	Buy	3,955 +17	+0.4%	+$1.85K	0.36%	72
2023 Q1	$432K	Hold	3,938	–	–	0.4%	64
2022 Q4	$434K	Buy	3,938 +27	+0.7%	+$2.89K	0.41%	67
2022 Q3	$341K	Hold	3,911	–	–	0.37%	66
2022 Q2	$335K	Hold	3,911	–	–	0.34%	68
2022 Q1	$323K	Hold	3,911	–	–	0.28%	80
2021 Q4	$239K	Hold	3,911	–	–	0.2%	86
2021 Q3	$230K	Hold	3,911	–	–	0.2%	89
2021 Q2	$247K	Buy	3,911 +15	+0.4%	+$896	0.22%	86
2021 Q1	$218K	Hold	3,896	–	–	0.21%	87
2020 Q4	$161K	Buy	+3,896	New	+$146K	0.16%	97

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

Defined Wealth Management's XOM Position: Q2 2026 in Review

Defined Wealth Management reduced its ExxonMobil (XOM) stake by 0.11% in Q2 2026, selling an estimated $898 and leaving 5,548 shares worth $759K. The position accounts for 0.39% of the portfolio, ranked #63.

Defined Wealth Management first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $942K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Defined Wealth Management held 5,548 shares of ExxonMobil worth $759K as of Q2 2026.
Defined Wealth Management sold 6 ExxonMobil shares in Q2 2026, an estimated $898.
ExxonMobil made up 0.39% of Defined Wealth Management's portfolio in Q2 2026, its #63 holding.
Defined Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
Defined Wealth Management's ExxonMobil position peaked at $942K in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.