Elk River Wealth Management’s ExxonMobil XOM Stock Holding History

Elk River 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	$8.2M	Sell	60,011 -5,790	-9%	-$867K	1.31%	22
2026 Q1	$11.2M	Sell	65,801 -862	-1%	-$126K	1.85%	15
2025 Q4	$8.01M	Sell	66,663 -2,923	-4%	-$339K	1.29%	26
2025 Q3	$7.85M	Buy	69,586 +131	+0.2%	+$14.6K	1.26%	23
2025 Q2	$7.49M	Sell	69,455 -702	-1%	-$75K	1.29%	23
2025 Q1	$8.34M	Sell	70,157 -1,242	-2%	-$137K	1.56%	20
2024 Q4	$7.68M	Sell	71,399 -752	-1%	-$88K	1.39%	22
2024 Q3	$8.46M	Buy	72,151 +1,970	+3%	+$227K	1.54%	20
2024 Q2	$8.08M	Buy	70,181 +65,682	+1,460%	+$7.65M	1.58%	20
2024 Q1	$523K	Buy	4,499 +178	+4%	+$18.6K	0.11%	68
2023 Q4	$432K	Sell	4,321 -400	-8%	-$42K	0.08%	85
2023 Q3	$555K	Buy	4,721 +400	+9%	+$43.9K	0.12%	66
2023 Q2	$463K	Sell	4,321 -200	-4%	-$21.8K	0.1%	80
2023 Q1	$496K	Hold	4,521	–	–	0.11%	73
2022 Q4	$499K	Buy	4,521 +200	+5%	+$21.4K	0.12%	76
2022 Q3	$377K	Hold	4,321	–	–	0.1%	79
2022 Q2	$370K	Hold	4,321	–	–	0.09%	82
2022 Q1	$357K	Sell	4,321 -197	-4%	-$15.3K	0.08%	91
2021 Q4	$276K	Buy	4,518 +205	+5%	+$12.8K	0.06%	108
2021 Q3	$254K	Hold	4,313	–	–	0.06%	106
2021 Q2	$272K	Hold	4,313	–	–	0.07%	105
2021 Q1	$241K	Buy	+4,313	New	+$226K	0.07%	111

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

Elk River Wealth Management's XOM Position: Q2 2026 in Review

Elk River Wealth Management reduced its ExxonMobil (XOM) stake by 8.8% in Q2 2026, selling an estimated $867K and leaving 60,011 shares worth $8.2M. The position accounts for 1.31% of the portfolio, ranked #22.

Elk River Wealth Management first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.2M in Q1 2026. 4,277 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Elk River Wealth Management held 60,011 shares of ExxonMobil worth $8.2M as of Q2 2026.
Elk River Wealth Management sold 5,790 ExxonMobil shares in Q2 2026, an estimated $867K.
ExxonMobil made up 1.31% of Elk River Wealth Management's portfolio in Q2 2026, its #22 holding.
Elk River Wealth Management first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
Elk River Wealth Management's ExxonMobil position peaked at $11.2M in Q1 2026.
4,277 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.