Fonville Wealth Management’s ExxonMobil XOM Stock Holding History

Fonville 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	$1.29M	Sell	9,399 -374	-4%	-$56K	0.21%	64
2026 Q1	$1.66M	Buy	9,773 +332	+4%	+$48.5K	0.32%	52
2025 Q4	$1.14M	Buy	9,441 +31	+0.3%	+$3.6K	0.23%	66
2025 Q3	$1.06M	Hold	9,410	–	–	0.24%	65
2025 Q2	$1.01M	Sell	9,410 -35	-0.4%	-$3.74K	0.26%	62
2025 Q1	$1.12M	Buy	9,445 +4,538	+92%	+$502K	0.33%	56
2024 Q4	$528K	Sell	4,907 -231	-4%	-$27K	0.17%	69
2024 Q3	$602K	Buy	5,138 +148	+3%	+$17.1K	0.21%	65
2024 Q2	$574K	Buy	4,990 +401	+9%	+$46.7K	0.23%	62
2024 Q1	$533K	Buy	4,589 +734	+19%	+$76.8K	0.24%	62
2023 Q4	$385K	Buy	+3,855	New	+$405K	0.2%	66

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

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

Fonville Wealth Management reduced its ExxonMobil (XOM) stake by 3.8% in Q2 2026, selling an estimated $56K and leaving 9,399 shares worth $1.29M. The position accounts for 0.21% of the portfolio, ranked #64.

Fonville Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Fonville Wealth Management held 9,399 shares of ExxonMobil worth $1.29M as of Q2 2026.
Fonville Wealth Management sold 374 ExxonMobil shares in Q2 2026, an estimated $56K.
ExxonMobil made up 0.21% of Fonville Wealth Management's portfolio in Q2 2026, its #64 holding.
Fonville Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Fonville Wealth Management's ExxonMobil position peaked at $1.66M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.