Great Waters Wealth Management’s ExxonMobil XOM Stock Holding History

Great Waters 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	$206K	Buy	1,504 +43	+3%	+$6.44K	0.02%	121
2026 Q1	$248K	Buy	+1,461	New	+$213K	0.03%	105
2025 Q1	–	Sell	-4,168	Closed	-$448K	–	116
2024 Q4	$448K	Sell	4,168 -262	-6%	-$30.6K	0.06%	66
2024 Q3	$519K	Buy	4,430 +106	+2%	+$12.2K	0.07%	60
2024 Q2	$498K	Buy	4,324 +2,566	+146%	+$299K	0.08%	60
2024 Q1	$204K	Buy	+1,758	New	+$184K	0.03%	94

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

Great Waters Wealth Management's XOM Position: Q2 2026 in Review

Great Waters Wealth Management increased its ExxonMobil (XOM) stake by 2.9% in Q2 2026, buying an estimated $6.44K and bringing the position to 1,504 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #121.

Great Waters Wealth Management first reported a position in XOM in Q1 2024 and has held it in 6 quarters since. The position peaked at $519K in Q3 2024. 4,239 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Great Waters Wealth Management held 1,504 shares of ExxonMobil worth $206K as of Q2 2026.
Great Waters Wealth Management bought 43 ExxonMobil shares in Q2 2026, an estimated $6.44K.
ExxonMobil made up 0.02% of Great Waters Wealth Management's portfolio in Q2 2026, its #121 holding.
Great Waters Wealth Management first reported a position in ExxonMobil in Q1 2024 and has held it in 6 quarters since.
Great Waters Wealth Management's ExxonMobil position peaked at $519K in Q3 2024.
4,239 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.