Kaydan Wealth Management’s ExxonMobil XOM Stock Holding History

Kaydan 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	$650K	Hold	4,757	–	–	0.2%	60
2026 Q1	$807K	Buy	4,757 +297	+7%	+$43.3K	0.27%	48
2025 Q4	$537K	Hold	4,460	–	–	0.16%	61
2025 Q3	$503K	Sell	4,460 -134	-3%	-$14.9K	0.14%	66
2025 Q2	$495K	Sell	4,594 -66	-1%	-$7.05K	0.16%	62
2025 Q1	$554K	Hold	4,660	–	–	0.18%	57
2024 Q4	$501K	Buy	4,660 +66	+1%	+$7.72K	0.17%	61
2024 Q3	$539K	Hold	4,594	–	–	0.16%	55
2024 Q2	$529K	Buy	4,594 +137	+3%	+$16K	0.19%	54
2024 Q1	$518K	Buy	4,457 +705	+19%	+$73.8K	0.18%	55
2023 Q4	$375K	Sell	3,752 -196	-5%	-$20.6K	0.15%	69
2023 Q3	$464K	Buy	+3,948	New	+$433K	0.19%	54

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Kaydan Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 4,757 shares worth $650K. The position accounts for 0.2% of the portfolio, ranked #60.

Kaydan Wealth Management first reported a position in XOM in Q3 2023 and has held it in 12 quarters since. The position peaked at $807K in Q1 2026. 2,195 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Kaydan Wealth Management held 4,757 shares of ExxonMobil worth $650K as of Q2 2026.
Kaydan Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.2% of Kaydan Wealth Management's portfolio in Q2 2026, its #60 holding.
Kaydan Wealth Management first reported a position in ExxonMobil in Q3 2023 and has held it in 12 quarters since.
Kaydan Wealth Management's ExxonMobil position peaked at $807K in Q1 2026.
2,195 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.