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Dogwood Wealth Management’s ExxonMobil XOM Stock Holding History

Dogwood 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
-3,228
Closed -$548K – 938
2026
Q1 		$548K Buy
3,228
+383
+13% +$55.9K 0.24% 47
2025
Q4 		$342K Buy
2,845
+192
+7% +$22.3K 0.15% 74
2025
Q3 		$299K Buy
2,653
+61
+2% +$6.78K 0.14% 78
2025
Q2 		$296K Buy
2,592
+237
+10% +$25.3K 0.14% 87
2025
Q1 		$280K Buy
2,355
+121
+5% +$13.4K 0.15% 84
2024
Q4 		$240K Buy
2,234
+101
+5% +$11.8K 0.13% 85
2024
Q3 		$250K Buy
2,133
+2,132
+213,200% +$246K 0.14% 84
2024
Q2 		$69 Hold
1
– – ﹤0.01% 240
2024
Q1 		$59 Hold
1
– – ﹤0.01% 238
2023
Q4 		$79 Buy
+1
New +$105 ﹤0.01% 214

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

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

Dogwood Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 3,228 shares — an estimated $548K sold.

Dogwood Wealth Management first reported a position in XOM in Q4 2023 and held it in 10 quarters. The position peaked at $548K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Dogwood Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 3,228 ExxonMobil shares in Q2 2026, an estimated $548K.
  • Dogwood Wealth Management first reported a position in ExxonMobil in Q4 2023 and held it in 10 quarters.
  • Dogwood Wealth Management's ExxonMobil position peaked at $548K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.