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Horizon Wealth Management’s ExxonMobil XOM Stock Holding History

Horizon 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 		$585K Buy
4,277
+2
+0% +$299 0.07% 85
2026
Q1 		$725K Buy
4,275
+3
+0.1% +$438 0.11% 67
2025
Q4 		$514K Buy
4,272
+3
+0.1% +$348 0.08% 72
2025
Q3 		$481K Buy
4,269
+3
+0.1% +$333 0.07% 74
2025
Q2 		$460K Sell
4,266
-243
-5% -$26K 0.08% 62
2025
Q1 		$536K Buy
4,509
+39
+0.9% +$4.31K 0.09% 50
2024
Q4 		$481K Buy
4,470
+110
+3% +$12.9K 0.08% 52
2024
Q3 		$511K Buy
4,360
+36
+0.8% +$4.16K 0.1% 45
2024
Q2 		$498K Sell
4,324
-103
-2% -$12K 0.12% 39
2024
Q1 		$515K Sell
4,427
-1,156
-21% -$121K 0.13% 41
2023
Q4 		$558K Buy
5,583
+533
+11% +$56K 0.16% 36
2023
Q3 		$594K Buy
5,050
+2
+0% +$219 0.24% 32
2023
Q2 		$541K Sell
5,048
-5
-0.1% -$546 0.21% 33
2023
Q1 		$554K Buy
5,053
+10
+0.2% +$1.11K 0.42% 30
2022
Q4 		$556K Sell
5,043
-2,017
-29% -$216K 0.45% 26
2022
Q3 		$616K Buy
7,060
+407
+6% +$37.2K 0.45% 25
2022
Q2 		$570K Buy
6,653
+1,590
+31% +$143K 0.24% 48
2022
Q1 		$418K Hold
5,063
– – 0.13% 61
2021
Q4 		$310K Buy
+5,063
New +$316K 0.09% 87

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

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

Horizon Wealth Management increased its ExxonMobil (XOM) stake by 0.05% in Q2 2026, buying an estimated $299 and bringing the position to 4,277 shares worth $585K. The position accounts for 0.07% of the portfolio, ranked #85.

Horizon Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $725K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Horizon Wealth Management held 4,277 shares of ExxonMobil worth $585K as of Q2 2026.
  • Horizon Wealth Management bought 2 ExxonMobil shares in Q2 2026, an estimated $299.
  • ExxonMobil made up 0.07% of Horizon Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Horizon Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Horizon Wealth Management's ExxonMobil position peaked at $725K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.