Hassell Wealth Management’s ExxonMobil XOM Stock Holding History

Hassell 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	$279K	Hold	1,974	–	–	0.09%	29
2026 Q1	$335K	Hold	1,974	–	–	0.11%	28
2025 Q4	$256K	Hold	1,974	–	–	0.09%	25
2025 Q3	$223K	Buy	1,974 +5	+0.3%	+$556	0.08%	25
2025 Q2	$216K	Hold	1,969	–	–	0.08%	25
2025 Q1	$204K	Hold	1,969	–	–	0.09%	25
2024 Q4	$213K	Hold	1,969	–	–	0.09%	26
2024 Q3	$230K	Sell	1,969 -1,000	-34%	-$115K	0.1%	27
2024 Q2	$351K	Hold	2,969	–	–	0.16%	27
2024 Q1	$359K	Hold	2,969	–	–	0.23%	23
2023 Q4	$311K	Hold	2,969	–	–	0.21%	18
2023 Q3	$322K	Hold	2,969	–	–	0.23%	20
2023 Q2	$301K	Hold	2,969	–	–	0.21%	20
2023 Q1	$346K	Hold	2,969	–	–	0.25%	19
2022 Q4	$335K	Buy	+2,969	New	+$318K	0.25%	19

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

Hassell Wealth Management's XOM Position: Q2 2026 in Review

Hassell Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 1,974 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #29.

Hassell Wealth Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $359K in Q1 2024. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Hassell Wealth Management held 1,974 shares of ExxonMobil worth $279K as of Q2 2026.
Hassell Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.09% of Hassell Wealth Management's portfolio in Q2 2026, its #29 holding.
Hassell Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Hassell Wealth Management's ExxonMobil position peaked at $359K in Q1 2024.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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