Duncan Williams Asset Management’s ExxonMobil XOM Stock Holding History

Duncan Williams Asset 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	$693K	Buy	5,072 +12	+0.2%	+$1.8K	0.16%	78
2026 Q1	$858K	Sell	5,060 -2,266	-31%	-$331K	0.24%	64
2025 Q4	$1.08M	Sell	7,326 -3,473	-32%	-$403K	0.27%	53
2025 Q3	$1.22M	Buy	10,799 +3,519	+48%	+$391K	0.34%	46
2025 Q2	$785K	Sell	7,280 -284	-4%	-$30.4K	0.25%	64
2025 Q1	$900K	Sell	7,564 -196	-3%	-$21.7K	0.33%	54
2024 Q4	$835K	Buy	7,760 +2,020	+35%	+$236K	0.33%	55
2024 Q3	$673K	Buy	5,740 +3,241	+130%	+$374K	0.37%	52
2024 Q2	$288K	Sell	2,499 -59	-2%	-$6.87K	0.24%	57
2024 Q1	$297K	Buy	+2,558	New	+$268K	0.27%	57

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

Duncan Williams Asset Management's XOM Position: Q2 2026 in Review

Duncan Williams Asset Management increased its ExxonMobil (XOM) stake by 0.24% in Q2 2026, buying an estimated $1.8K and bringing the position to 5,072 shares worth $693K. The position accounts for 0.16% of the portfolio, ranked #78.

Duncan Williams Asset Management first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q3 2025. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Duncan Williams Asset Management held 5,072 shares of ExxonMobil worth $693K as of Q2 2026.
Duncan Williams Asset Management bought 12 ExxonMobil shares in Q2 2026, an estimated $1.8K.
ExxonMobil made up 0.16% of Duncan Williams Asset Management's portfolio in Q2 2026, its #78 holding.
Duncan Williams Asset Management first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
Duncan Williams Asset Management's ExxonMobil position peaked at $1.22M in Q3 2025.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.