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Fiduciary Wealth Partners’s ExxonMobil XOM Stock Holding History

Fiduciary 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 		$428K Buy
3,127
+67
+2% +$10K 0.24% 37
2026
Q1 		$519K Buy
3,060
+30
+1% +$4.38K 0.34% 28
2025
Q4 		$365K Sell
3,030
-179
-6% -$20.8K 0.15% 60
2025
Q3 		$362K Buy
3,209
+2,932
+1,058% +$326K 0.15% 60
2025
Q2 		$29.9K Sell
277
-1,689
-86% -$181K 0.03% 63
2025
Q1 		$234K Buy
+1,966
New +$217K 0.2% 34

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

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

Fiduciary Wealth Partners increased its ExxonMobil (XOM) stake by 2.2% in Q2 2026, buying an estimated $10K and bringing the position to 3,127 shares worth $428K. The position accounts for 0.24% of the portfolio, ranked #37.

Fiduciary Wealth Partners first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $519K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Fiduciary Wealth Partners held 3,127 shares of ExxonMobil worth $428K as of Q2 2026.
  • Fiduciary Wealth Partners bought 67 ExxonMobil shares in Q2 2026, an estimated $10K.
  • ExxonMobil made up 0.24% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • Fiduciary Wealth Partners first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Wealth Partners's ExxonMobil position peaked at $519K in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.