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Fourth Dimension Wealth’s ExxonMobil XOM Stock Holding History

Fourth Dimension 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 		$891K Buy
6,520
+161
+3% +$24.1K 0.28% 65
2026
Q1 		$1.08M Sell
6,359
-198
-3% -$28.9K 0.41% 49
2025
Q4 		$789K Buy
6,557
+1
+0% +$116 0.29% 61
2025
Q3 		$739K Buy
6,556
+1,693
+35% +$188K 0.28% 59
2025
Q2 		$524K Buy
4,863
+120
+3% +$12.8K 0.22% 74
2025
Q1 		$564K Buy
4,743
+100
+2% +$11.1K 0.27% 64
2024
Q4 		$499K Buy
+4,643
New +$543K 0.26% 64

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

Fourth Dimension Wealth's XOM Position: Q2 2026 in Review

Fourth Dimension Wealth increased its ExxonMobil (XOM) stake by 2.5% in Q2 2026, buying an estimated $24.1K and bringing the position to 6,520 shares worth $891K. The position accounts for 0.28% of the portfolio, ranked #65.

Fourth Dimension Wealth first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Fourth Dimension Wealth held 6,520 shares of ExxonMobil worth $891K as of Q2 2026.
  • Fourth Dimension Wealth bought 161 ExxonMobil shares in Q2 2026, an estimated $24.1K.
  • ExxonMobil made up 0.28% of Fourth Dimension Wealth's portfolio in Q2 2026, its #65 holding.
  • Fourth Dimension Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's ExxonMobil position peaked at $1.08M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.