Greenup Street Wealth Management’s ExxonMobil XOM Stock Holding History

Greenup Street 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	$1.71M	Buy	12,487 +90	+0.7%	+$13.5K	0.21%	59
2026 Q1	$2.1M	Buy	12,397 +10,639	+605%	+$1.55M	0.3%	59
2025 Q4	$212K	Sell	1,758 -9,340	-84%	-$1.08M	0.03%	117
2025 Q3	$1.25M	Sell	11,098 -2,365	-18%	-$263K	0.19%	69
2025 Q2	$1.45M	Sell	13,463 -81	-0.6%	-$8.66K	0.25%	55
2025 Q1	$1.61M	Sell	13,544 -5,438	-29%	-$601K	0.32%	53
2024 Q4	$2.04M	Buy	18,982 +773	+4%	+$90.4K	0.41%	45
2024 Q3	$2.13M	Sell	18,209 -7,664	-30%	-$885K	0.44%	44
2024 Q2	$2.98M	Buy	25,873 +11,693	+82%	+$1.36M	0.7%	32
2024 Q1	$1.65M	Buy	+14,180	New	+$1.48M	0.41%	44
2023 Q4	–	Sell	-5,679	Closed	-$668K	–	102
2023 Q3	$668K	Buy	+5,679	New	+$623K	0.22%	57
2023 Q2	–	Sell	-4,613	Closed	-$506K	–	108
2023 Q1	$506K	Hold	4,613	–	–	0.18%	60
2022 Q4	$509K	Buy	4,613 +75	+2%	+$8.04K	0.21%	66
2022 Q3	$396K	Buy	4,538 +127	+3%	+$11.6K	0.18%	66
2022 Q2	$378K	Buy	+4,411	New	+$398K	0.18%	66
2022 Q1	–	Sell	-6,464	Closed	-$396K	–	101
2021 Q4	$396K	Buy	+6,464	New	+$404K	0.23%	64

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

Greenup Street Wealth Management's XOM Position: Q2 2026 in Review

Greenup Street Wealth Management increased its ExxonMobil (XOM) stake by 0.73% in Q2 2026, buying an estimated $13.5K and bringing the position to 12,487 shares worth $1.71M. The position accounts for 0.21% of the portfolio, ranked #59.

Greenup Street Wealth Management first reported a position in XOM in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.98M in Q2 2024. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Greenup Street Wealth Management held 12,487 shares of ExxonMobil worth $1.71M as of Q2 2026.
Greenup Street Wealth Management bought 90 ExxonMobil shares in Q2 2026, an estimated $13.5K.
ExxonMobil made up 0.21% of Greenup Street Wealth Management's portfolio in Q2 2026, its #59 holding.
Greenup Street Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 16 quarters since.
Greenup Street Wealth Management's ExxonMobil position peaked at $2.98M in Q2 2024.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.