Dynasty Wealth Management’s ExxonMobil XOM Stock Holding History

Dynasty 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	-1,505	Closed	-$255K	–	402
2026 Q1	$255K	Buy	+1,505	New	+$220K	﹤0.01%	304
2018 Q4	–	Sell	-11,107	Closed	-$944K	–	113
2018 Q3	$944K	Buy	11,107 +6,951	+167%	+$568K	1.22%	17
2018 Q2	$344K	Buy	4,156 +1,334	+47%	+$106K	0.71%	36
2018 Q1	$211K	Sell	2,822 -509	-15%	-$40.7K	0.09%	59
2017 Q4	$279K	Buy	+3,331	New	+$275K	0.48%	68

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

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

Dynasty Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,505 shares — an estimated $255K sold.

Dynasty Wealth Management first reported a position in XOM in Q4 2017 and held it in 5 quarters. The position peaked at $944K in Q3 2018. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Dynasty Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Dynasty Wealth Management sold 1,505 ExxonMobil shares in Q2 2026, an estimated $255K.
Dynasty Wealth Management first reported a position in ExxonMobil in Q4 2017 and held it in 5 quarters.
Dynasty Wealth Management's ExxonMobil position peaked at $944K in Q3 2018.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.