HFR Wealth Management’s ExxonMobil XOM Stock Holding History

HFR 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	$444K	Hold	3,251	–	–	0.11%	39
2026 Q1	$552K	Sell	3,251 -42	-1%	-$6.13K	0.14%	37
2025 Q4	$396K	Hold	3,293	–	–	0.09%	40
2025 Q3	$371K	Hold	3,293	–	–	0.09%	42
2025 Q2	$355K	Hold	3,293	–	–	0.09%	40
2025 Q1	$392K	Hold	3,293	–	–	0.1%	43
2024 Q4	$354K	Sell	3,293 -343	-9%	-$40.1K	0.09%	45
2024 Q3	$426K	Hold	3,636	–	–	0.1%	43
2024 Q2	$419K	Hold	3,636	–	–	0.11%	44
2024 Q1	$423K	Hold	3,636	–	–	0.11%	45
2023 Q4	$364K	Hold	3,636	–	–	0.1%	46
2023 Q3	$428K	Hold	3,636	–	–	0.13%	43
2023 Q2	$390K	Hold	3,636	–	–	0.11%	45
2023 Q1	$399K	Sell	3,636 -18	-0.5%	-$1.99K	0.11%	46
2022 Q4	$403K	Sell	3,654 -116	-3%	-$12.4K	0.12%	45
2022 Q3	$329K	Buy	3,770 +4	+0.1%	+$365	0.11%	46
2022 Q2	$322K	Sell	3,766 -54	-1%	-$4.87K	0.1%	47
2022 Q1	$315K	Buy	3,820 +2	+0.1%	+$155	0.08%	50
2021 Q4	$234K	Sell	3,818 -13	-0.3%	-$812	0.06%	58
2021 Q3	$225K	Hold	3,831	–	–	0.07%	56
2021 Q2	$242K	Buy	+3,831	New	+$229K	0.07%	53

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

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

HFR Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 3,251 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #39.

HFR Wealth Management first reported a position in XOM in Q2 2021 and has held it in 21 quarters since. The position peaked at $552K in Q1 2026. 4,236 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

HFR Wealth Management held 3,251 shares of ExxonMobil worth $444K as of Q2 2026.
HFR Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.11% of HFR Wealth Management's portfolio in Q2 2026, its #39 holding.
HFR Wealth Management first reported a position in ExxonMobil in Q2 2021 and has held it in 21 quarters since.
HFR Wealth Management's ExxonMobil position peaked at $552K in Q1 2026.
4,236 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.