Focus Partners Wealth
XOM icon

Focus Partners Wealth’s ExxonMobil XOM Stock Holding History

Focus Partners Wealth’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 		$170M Sell
1,246,347
-1,721,658
-58% -$258M 0.17% 121
2026
Q1 		$503M Buy
2,968,005
+19,572
+0.7% +$2.86M 0.56% 39
2025
Q4 		$355M Buy
2,948,433
+527,658
+22% +$61.2M 0.4% 50
2025
Q3 		$273M Buy
2,420,775
+284,171
+13% +$31.6M 0.44% 49
2025
Q2 		$230M Buy
2,136,604
+56,660
+3% +$6.06M 0.5% 43
2025
Q1 		$247M Buy
2,079,944
+3,031
+0.1% +$335K 0.62% 35
2024
Q4 		$223M Buy
2,076,913
+735,408
+55% +$86M 0.58% 32
2024
Q3 		$157M Sell
1,341,505
-264,429
-16% -$30.5M 0.5% 40
2024
Q2 		$185M Buy
1,605,934
+837,947
+109% +$97.6M 0.62% 34
2024
Q1 		$89.3M Buy
767,987
+579,962
+308% +$60.7M 0.72% 29
2023
Q4 		$18.8M Buy
+188,025
New +$19.8M 0.25% 111

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

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

Focus Partners Wealth reduced its ExxonMobil (XOM) stake by 58% in Q2 2026, selling an estimated $258M and leaving 1,246,347 shares worth $170M. The position accounts for 0.17% of the portfolio, ranked #121.

Focus Partners Wealth first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $503M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Focus Partners Wealth held 1,246,347 shares of ExxonMobil worth $170M as of Q2 2026.
  • Focus Partners Wealth sold 1,721,658 ExxonMobil shares in Q2 2026, an estimated $258M.
  • ExxonMobil made up 0.17% of Focus Partners Wealth's portfolio in Q2 2026, its #121 holding.
  • Focus Partners Wealth first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's ExxonMobil position peaked at $503M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.