Finer Wealth Management’s ExxonMobil XOM Stock Holding History

Finer 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	$3.47M	Buy	25,382 +7	+0%	+$1.05K	1.55%	15
2026 Q1	$4.31M	Sell	25,375 -33	-0.1%	-$4.82K	2.16%	13
2025 Q4	$3.06M	Buy	25,408 +278	+1%	+$32.2K	1.48%	20
2025 Q3	$2.83M	Sell	25,130 -325	-1%	-$36.1K	1.41%	23
2025 Q2	$2.74M	Sell	25,455 -202	-0.8%	-$21.6K	1.47%	21
2025 Q1	$3.05M	Buy	25,657 +845	+3%	+$93.5K	1.83%	16
2024 Q4	$2.67M	Sell	24,812 -423	-2%	-$49.5K	1.53%	16
2024 Q3	$2.96M	Sell	25,235 -834	-3%	-$96.3K	1.83%	15
2024 Q2	$3M	Sell	26,069 -495	-2%	-$57.7K	1.94%	14
2024 Q1	$3.09M	Sell	26,564 -154	-0.6%	-$16.1K	2.03%	14
2023 Q4	$2.67M	Sell	26,718 -817	-3%	-$85.9K	1.99%	14
2023 Q3	$3.24M	Sell	27,535 -1,258	-4%	-$138K	2.59%	10
2023 Q2	$3.09M	Buy	28,793 +476	+2%	+$51.9K	2.41%	11
2023 Q1	$3.11M	Buy	28,317 +1,240	+5%	+$137K	2.63%	10
2022 Q4	$2.99M	Buy	27,077 +539	+2%	+$57.8K	2.79%	9
2022 Q3	$2.32M	Sell	26,538 -613	-2%	-$56K	2.28%	13
2022 Q2	$2.33M	Buy	27,151 +4,468	+20%	+$403K	2.12%	14
2022 Q1	$1.87M	Buy	22,683 +3,205	+16%	+$249K	1.53%	25
2021 Q4	$1.19M	Buy	+19,478	New	+$1.22M	0.99%	33

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

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

Finer Wealth Management increased its ExxonMobil (XOM) stake by 0.03% in Q2 2026, buying an estimated $1.05K and bringing the position to 25,382 shares worth $3.47M. The position accounts for 1.55% of the portfolio, ranked #15.

Finer Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.31M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Finer Wealth Management held 25,382 shares of ExxonMobil worth $3.47M as of Q2 2026.
Finer Wealth Management bought 7 ExxonMobil shares in Q2 2026, an estimated $1.05K.
ExxonMobil made up 1.55% of Finer Wealth Management's portfolio in Q2 2026, its #15 holding.
Finer Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Finer Wealth Management's ExxonMobil position peaked at $4.31M in Q1 2026.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.