E-Wealth Partners’s ExxonMobil XOM Stock Holding History

E-Wealth Partners’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	-2,400	Closed	-$407K	–	62
2026 Q1	$407K	Buy	+2,400	New	+$350K	0.33%	43

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

E-Wealth Partners's XOM Position: Q2 2026 in Review

E-Wealth Partners reduced its ExxonMobil (XOM) stake by 1.2% in Q2 2026, selling an estimated $6.44K and leaving 3,472 shares worth $475K. The position accounts for 0.34% of the portfolio, ranked #35.

E-Wealth Partners first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $596K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

E-Wealth Partners held 3,472 shares of ExxonMobil worth $475K as of Q2 2026.
E-Wealth Partners sold 43 ExxonMobil shares in Q2 2026, an estimated $6.44K.
ExxonMobil made up 0.34% of E-Wealth Partners's portfolio in Q2 2026, its #35 holding.
E-Wealth Partners first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
E-Wealth Partners's ExxonMobil position peaked at $596K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.