EWM
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EPG Wealth Management’s ExxonMobil XOM Stock Holding History

EPG 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 		$642K Sell
4,698
-2,055
-30% -$308K 0.15% 129
2026
Q1 		$1.15M Buy
6,753
+16
+0.2% +$2.33K 0.31% 86
2025
Q4 		$811K Buy
6,737
+17
+0.3% +$1.97K 0.22% 114
2025
Q3 		$758K Sell
6,720
-57
-0.8% -$6.34K 0.21% 123
2025
Q2 		$731K Sell
6,777
-1,373
-17% -$147K 0.22% 120
2025
Q1 		$969K Sell
8,150
-152
-2% -$16.8K 0.27% 109
2024
Q4 		$893K Sell
8,302
-2,969
-26% -$347K 0.24% 116
2024
Q3 		$1.32M Buy
+11,271
New +$1.3M 0.33% 85
2024
Q2 		– Sell
-9,856
Closed -$1.15M – 68
2024
Q1 		$1.15M Buy
9,856
+33
+0.3% +$3.45K 0.28% 95
2023
Q4 		$995K Buy
9,823
+182
+2% +$19.1K 0.26% 96
2023
Q3 		$1.13M Buy
9,641
+107
+1% +$11.7K 0.34% 76
2023
Q2 		$1.02M Sell
9,534
-134
-1% -$14.6K 0.3% 83
2023
Q1 		$1.06M Buy
9,668
+353
+4% +$39K 0.33% 77
2022
Q4 		$1.03M Sell
9,315
-170
-2% -$18.2K 0.39% 62
2022
Q3 		$828K Buy
9,485
+44
+0.5% +$4.02K 0.34% 71
2022
Q2 		$809K Buy
9,441
+398
+4% +$35.9K 0.35% 69
2022
Q1 		$747K Buy
9,043
+2,276
+34% +$177K 0.26% 81
2021
Q4 		$414K Buy
6,767
+11
+0.2% +$687 0.15% 131
2021
Q3 		$397K Buy
6,756
+2,406
+55% +$137K 0.16% 130
2021
Q2 		$274K Buy
4,350
+611
+16% +$36.5K 0.12% 163
2021
Q1 		$209K Buy
+3,739
New +$196K 0.1% 182
2020
Q2 		– Sell
-3,821
Closed -$145K – 795
2020
Q1 		$145K Buy
3,821
+2,702
+241% +$149K 0.11% 147
2019
Q4 		$78K Buy
+1,119
New +$77.4K 0.06% 175

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

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

EPG Wealth Management reduced its ExxonMobil (XOM) stake by 30% in Q2 2026, selling an estimated $308K and leaving 4,698 shares worth $642K. The position accounts for 0.15% of the portfolio, ranked #129.

EPG Wealth Management first reported a position in XOM in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.32M in Q3 2024. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • EPG Wealth Management held 4,698 shares of ExxonMobil worth $642K as of Q2 2026.
  • EPG Wealth Management sold 2,055 ExxonMobil shares in Q2 2026, an estimated $308K.
  • ExxonMobil made up 0.15% of EPG Wealth Management's portfolio in Q2 2026, its #129 holding.
  • EPG Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 23 quarters since.
  • EPG Wealth Management's ExxonMobil position peaked at $1.32M in Q3 2024.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.