Flatrock Wealth Partners’s ExxonMobil XOM Stock Holding History

Flatrock 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	–	Sell	-4,739	Closed	-$804K	–	193
2026 Q1	$804K	Buy	4,739 +108	+2%	+$15.8K	0.36%	45
2025 Q4	$557K	Buy	+4,631	New	+$537K	0.27%	56

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

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

Flatrock Wealth Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 4,739 shares — an estimated $804K sold.

Flatrock Wealth Partners first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $804K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Flatrock Wealth Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Flatrock Wealth Partners sold 4,739 ExxonMobil shares in Q2 2026, an estimated $804K.
Flatrock Wealth Partners first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
Flatrock Wealth Partners's ExxonMobil position peaked at $804K in Q1 2026.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.