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Inlet Private Wealth’s ExxonMobil XOM Stock Holding History

Inlet Private Wealth’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
2023
Q1 		– Sell
-100,000
Closed -$11M – 133
2022
Q4 		$11M Buy
+100,000
New +$10.7M 2.83% 4

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

Inlet Private Wealth's XOM Position: Q2 2026 in Review

Inlet Private Wealth reduced its ExxonMobil (XOM) stake by 4.2% in Q2 2026, selling an estimated $105K and leaving 15,784 shares worth $2.16M. The position accounts for 0.52% of the portfolio, ranked #58.

Inlet Private Wealth first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $48.7M in Q4 2018. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Inlet Private Wealth held 15,784 shares of ExxonMobil worth $2.16M as of Q2 2026.
  • Inlet Private Wealth sold 700 ExxonMobil shares in Q2 2026, an estimated $105K.
  • ExxonMobil made up 0.52% of Inlet Private Wealth's portfolio in Q2 2026, its #58 holding.
  • Inlet Private Wealth first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
  • Inlet Private Wealth's ExxonMobil position peaked at $48.7M in Q4 2018.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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