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Integrated Wealth Management (Ohio)’s ExxonMobil XOM Stock Holding History

Integrated Wealth Management (Ohio)’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 		– Sell
-12,308
Closed -$2.09M – 108
2026
Q1 		$2.09M Sell
12,308
-82
-0.7% -$12K 2.39% 10
2025
Q4 		$1.49M Buy
+12,390
New +$1.44M 1.68% 21

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

Integrated Wealth Management (Ohio)'s XOM Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 12,308 shares — an estimated $2.09M sold.

Integrated Wealth Management (Ohio) first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $2.09M in Q1 2026. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Integrated Wealth Management (Ohio) reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 12,308 ExxonMobil shares in Q2 2026, an estimated $2.09M.
  • Integrated Wealth Management (Ohio) first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
  • Integrated Wealth Management (Ohio)'s ExxonMobil position peaked at $2.09M in Q1 2026.
  • 4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.