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Evergreen Wealth Partners’s ExxonMobil XOM Stock Holding History

Evergreen 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 		$370K Buy
2,703
+926
+52% +$139K 0.22% 60
2026
Q1 		$302K Sell
1,777
-164
-8% -$23.9K 0.23% 59
2025
Q4 		$234K Buy
+1,941
New +$225K 0.2% 70

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

Evergreen Wealth Partners's XOM Position: Q2 2026 in Review

Evergreen Wealth Partners increased its ExxonMobil (XOM) stake by 52% in Q2 2026, buying an estimated $139K and bringing the position to 2,703 shares worth $370K. The position accounts for 0.22% of the portfolio, ranked #60.

Evergreen Wealth Partners first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Evergreen Wealth Partners held 2,703 shares of ExxonMobil worth $370K as of Q2 2026.
  • Evergreen Wealth Partners bought 926 ExxonMobil shares in Q2 2026, an estimated $139K.
  • ExxonMobil made up 0.22% of Evergreen Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • Evergreen Wealth Partners first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.