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Gen-Wealth Partners’s ExxonMobil XOM Stock Holding History

Gen-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 		$593K Sell
4,341
-173
-4% -$25.9K 0.17% 120
2026
Q1 		$766K Sell
4,514
-545
-11% -$79.5K 0.24% 86
2025
Q4 		$609K Sell
5,059
-1,534
-23% -$178K 0.2% 101
2025
Q3 		$743K Sell
6,593
-485
-7% -$53.9K 0.25% 100
2025
Q2 		$763K Sell
7,078
-840
-11% -$89.8K 0.29% 92
2025
Q1 		$942K Sell
7,918
-212
-3% -$23.4K 0.39% 65
2024
Q4 		$875K Buy
8,130
+68
+0.8% +$7.95K 0.38% 58
2024
Q3 		$941K Buy
8,062
+94
+1% +$10.9K 0.41% 55
2024
Q2 		$917K Buy
7,968
+220
+3% +$25.6K 0.44% 52
2024
Q1 		$901K Buy
+7,748
New +$811K 0.45% 50

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

Gen-Wealth Partners's XOM Position: Q2 2026 in Review

Gen-Wealth Partners reduced its ExxonMobil (XOM) stake by 3.8% in Q2 2026, selling an estimated $25.9K and leaving 4,341 shares worth $593K. The position accounts for 0.17% of the portfolio, ranked #120.

Gen-Wealth Partners first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $942K in Q1 2025. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Gen-Wealth Partners held 4,341 shares of ExxonMobil worth $593K as of Q2 2026.
  • Gen-Wealth Partners sold 173 ExxonMobil shares in Q2 2026, an estimated $25.9K.
  • ExxonMobil made up 0.17% of Gen-Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • Gen-Wealth Partners first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's ExxonMobil position peaked at $942K in Q1 2025.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.