Denver PWM’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.5M Buy
9,338
+2
+0% +$299 0.49% 36
2026
Q1
$1.35M Sell
9,336
-95
-1% -$13.9K 0.46% 36
2025
Q4
$1.02M Hold
9,431
0.34% 38
2025
Q3
$1.02M Hold
9,431
0.32% 39
2025
Q2
$1.02M Buy
9,431
+604
+7% +$64.6K 0.32% 39
2025
Q1
$1.05M Buy
8,827
+7,804
+763% +$863K 0.38% 36
2024
Q4
$110K Sell
1,023
-16
-2% -$1.87K 0.04% 68
2024
Q3
$122K Sell
1,039
-444
-30% -$51.3K 0.05% 72
2024
Q2
$171K Sell
1,483
-657
-31% -$76.5K 0.07% 65
2024
Q1
$255K Buy
2,140
+61
+3% +$6.38K 0.1% 82
2023
Q4
$212K Sell
2,079
-294
-12% -$30.9K 0.1% 77
2023
Q3
$274K Buy
2,373
+31
+1% +$3.4K 0.11% 80
2023
Q2
$249K Sell
2,342
-13
-0.6% -$1.42K 0.1% 83
2023
Q1
$258K Sell
2,355
-222
-9% -$24.6K 0.11% 80
2022
Q4
$284K Sell
2,577
-28
-1% -$3K 0.13% 83
2022
Q3
$239K Buy
2,605
+159
+7% +$14.5K 0.13% 81
2022
Q2
$210K Buy
+2,446
New +$221K 0.1% 87
2019
Q4
Sell
-1,012
Closed -$70.8K 214
2019
Q3
$70.8K Buy
+1,012
New +$73.2K 0.04% 107

Other funds holding XOM

Denver PWM's XOM Position: Q2 2026 in Review

Denver PWM increased its ExxonMobil (XOM) stake by 0.02% in Q2 2026, buying an estimated $299 and bringing the position to 9,338 shares worth $1.5M. The position accounts for 0.49% of the portfolio, ranked #36.

Denver PWM first reported a position in XOM in Q3 2019 and has held it in 18 quarters since. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Denver PWM held 9,338 shares of ExxonMobil worth $1.5M as of Q2 2026.
  • Denver PWM bought 2 ExxonMobil shares in Q2 2026, an estimated $299.
  • ExxonMobil made up 0.49% of Denver PWM's portfolio in Q2 2026, its #36 holding.
  • Denver PWM first reported a position in ExxonMobil in Q3 2019 and has held it in 18 quarters since.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Denver PWM's 13F filing for Q2 2026, filed 18 Aug 2026.