IronBridge Private Wealth’s ExxonMobil XOM Stock Holding History

IronBridge 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
2021 Q1	–	Sell	-4,700	Closed	-$194K	–	291
2020 Q4	$194K	Buy	+4,700	New	+$176K	0.14%	34

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

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

IronBridge Private Wealth sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 2,860 shares — an estimated $485K sold.

IronBridge Private Wealth first reported a position in XOM in Q4 2020 and held it in 22 quarters. The position peaked at $7.85M in Q2 2024. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

IronBridge Private Wealth reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
IronBridge Private Wealth sold 2,860 ExxonMobil shares in Q2 2026, an estimated $485K.
IronBridge Private Wealth first reported a position in ExxonMobil in Q4 2020 and held it in 22 quarters.
IronBridge Private Wealth's ExxonMobil position peaked at $7.85M in Q2 2024.
4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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