FWL Investment Management’s ExxonMobil XOM Stock Holding History

FWL Investment 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	$157K	Sell	1,149 -61	-5%	-$9.13K	0.03%	125
2026 Q1	$205K	Buy	1,210 +177	+17%	+$25.8K	0.05%	101
2025 Q4	$124K	Buy	1,033 +297	+40%	+$34.4K	0.03%	104
2025 Q3	$83K	Sell	736 -28	-4%	-$3.11K	0.02%	123
2025 Q2	$82.4K	Buy	764 +28	+4%	+$2.99K	0.03%	128
2025 Q1	$87.5K	Buy	736 +171	+30%	+$18.9K	0.03%	118
2024 Q4	$60.8K	Hold	565	–	–	0.02%	140
2024 Q3	$66.2K	Hold	565	–	–	0.03%	111
2024 Q2	$65K	Buy	565 +281	+99%	+$32.7K	0.03%	87
2024 Q1	$33K	Hold	284	–	–	0.02%	119
2023 Q4	$28.4K	Sell	284 -271	-49%	-$28.5K	0.02%	117
2023 Q3	$65.3K	Buy	+555	New	+$60.9K	0.04%	74
2023 Q1	–	Sell	-394	Closed	-$43.5K	–	196
2022 Q4	$43.5K	Buy	+394	New	+$42.2K	0.03%	95

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 $3.38T AUM 44.17% 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

FWL Investment Management's XOM Position: Q2 2026 in Review

FWL Investment Management reduced its ExxonMobil (XOM) stake by 5% in Q2 2026, selling an estimated $9.13K and leaving 1,149 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #125.

FWL Investment Management first reported a position in XOM in Q4 2022 and has held it in 13 quarters since. The position peaked at $205K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

FWL Investment Management held 1,149 shares of ExxonMobil worth $157K as of Q2 2026.
FWL Investment Management sold 61 ExxonMobil shares in Q2 2026, an estimated $9.13K.
ExxonMobil made up 0.03% of FWL Investment Management's portfolio in Q2 2026, its #125 holding.
FWL Investment Management first reported a position in ExxonMobil in Q4 2022 and has held it in 13 quarters since.
FWL Investment Management's ExxonMobil position peaked at $205K in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.