HWM
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HighMark Wealth Management’s ExxonMobil XOM Stock Holding History

HighMark 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 		$425K Sell
3,109
-30
-1% -$4.49K 0.14% 57
2026
Q1 		$533K Sell
3,139
-126
-4% -$18.4K 0.22% 50
2025
Q4 		$393K Buy
3,265
+110
+3% +$12.8K 0.16% 55
2025
Q3 		$356K Buy
3,155
+48
+2% +$5.34K 0.16% 57
2025
Q2 		$335K Sell
3,107
-127
-4% -$13.6K 0.16% 56
2025
Q1 		$385K Buy
3,234
+157
+5% +$17.4K 0.23% 39
2024
Q4 		$331K Sell
3,077
-28
-0.9% -$3.27K 0.19% 40
2024
Q3 		$364K Buy
3,105
+10
+0.3% +$1.16K 0.2% 45
2024
Q2 		$356K Buy
3,095
+76
+3% +$8.85K 0.21% 45
2024
Q1 		$351K Sell
3,019
-36
-1% -$3.77K 0.22% 47
2023
Q4 		$305K Buy
3,055
+26
+0.9% +$2.73K 0.23% 45
2023
Q3 		$356K Buy
3,029
+21
+0.7% +$2.3K 0.3% 32
2023
Q2 		$323K Buy
3,008
+22
+0.7% +$2.4K 0.24% 43
2023
Q1 		$327K Buy
2,986
+21
+0.7% +$2.32K 0.26% 39
2022
Q4 		$327K Buy
2,965
+23
+0.8% +$2.46K 0.25% 36
2022
Q3 		$257K Buy
2,942
+24
+0.8% +$2.19K 0.22% 36
2022
Q2 		$250K Buy
2,918
+22
+0.8% +$1.98K 0.2% 38
2022
Q1 		$239K Buy
2,896
+24
+0.8% +$1.87K 0.16% 47
2021
Q4 		$176K Sell
2,872
-871
-23% -$54.4K 0.11% 61
2021
Q3 		$220K Buy
3,743
+52
+1% +$2.96K 0.16% 45
2021
Q2 		$233K Buy
3,691
+45
+1% +$2.69K 0.17% 44
2021
Q1 		$204K Sell
3,646
-510
-12% -$26.7K 0.16% 48
2020
Q4 		$171K Buy
4,156
+1,061
+34% +$39.8K 0.15% 51
2020
Q3 		$106K Sell
3,095
-149
-5% -$6.09K 0.1% 65
2020
Q2 		$145K Buy
3,244
+262
+9% +$11.8K 0.16% 45
2020
Q1 		$113K Buy
2,982
+52
+2% +$2.87K 0.14% 42
2019
Q4 		$204K Buy
+2,930
New +$203K 0.22% 35

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

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

HighMark Wealth Management reduced its ExxonMobil (XOM) stake by 0.96% in Q2 2026, selling an estimated $4.49K and leaving 3,109 shares worth $425K. The position accounts for 0.14% of the portfolio, ranked #57.

HighMark Wealth Management first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $533K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • HighMark Wealth Management held 3,109 shares of ExxonMobil worth $425K as of Q2 2026.
  • HighMark Wealth Management sold 30 ExxonMobil shares in Q2 2026, an estimated $4.49K.
  • ExxonMobil made up 0.14% of HighMark Wealth Management's portfolio in Q2 2026, its #57 holding.
  • HighMark Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • HighMark Wealth Management's ExxonMobil position peaked at $533K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.