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Keebeck Wealth Management’s ExxonMobil XOM Stock Holding History

Keebeck 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 		$2.05M Buy
15,023
+1,077
+8% +$161K 0.2% 116
2026
Q1 		$2.37M Buy
13,946
+6,986
+100% +$1.02M 0.27% 98
2025
Q4 		$838K Buy
6,960
+154
+2% +$17.9K 0.1% 159
2025
Q3 		$767K Buy
6,806
+354
+5% +$39.4K 0.09% 165
2025
Q2 		$696K Buy
6,452
+145
+2% +$15.5K 0.09% 159
2025
Q1 		$750K Buy
6,307
+764
+14% +$84.5K 0.11% 146
2024
Q4 		$596K Buy
5,543
+454
+9% +$53.1K 0.09% 154
2024
Q3 		$597K Buy
5,089
+29
+0.6% +$3.35K 0.09% 159
2024
Q2 		$583K Buy
5,060
+874
+21% +$102K 0.09% 160
2024
Q1 		$487K Buy
4,186
+893
+27% +$93.4K 0.07% 192
2023
Q4 		$329K Buy
3,293
+187
+6% +$19.7K 0.05% 211
2023
Q3 		$365K Hold
3,106
– – 0.06% 196
2023
Q2 		$333K Sell
3,106
-1,008
-25% -$110K 0.05% 207
2023
Q1 		$451K Buy
4,114
+5
+0.1% +$553 0.07% 170
2022
Q4 		$453K Buy
4,109
+1,109
+37% +$119K 0.08% 165
2022
Q3 		$262K Hold
3,000
– – 0.05% 202
2022
Q2 		$257K Hold
3,000
– – 0.05% 205
2022
Q1 		$248K Buy
+3,000
New +$233K 0.04% 216
2021
Q3 		– Sell
-4,182
Closed -$264K – 246
2021
Q2 		$264K Sell
4,182
-10,893
-72% -$650K 0.04% 213
2021
Q1 		$842K Buy
15,075
+893
+6% +$46.8K 0.13% 125
2020
Q4 		$585K Buy
14,182
+360
+3% +$13.5K 0.1% 140
2020
Q3 		$474K Buy
13,822
+822
+6% +$33.6K 0.1% 136
2020
Q2 		$581K Sell
13,000
-1,135
-8% -$50.9K 0.18% 104
2020
Q1 		$536K Sell
14,135
-107
-0.8% -$5.91K 0.22% 89
2019
Q4 		$993K Buy
+14,242
New +$985K 0.31% 66

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

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

Keebeck Wealth Management increased its ExxonMobil (XOM) stake by 7.7% in Q2 2026, buying an estimated $161K and bringing the position to 15,023 shares worth $2.05M. The position accounts for 0.2% of the portfolio, ranked #116.

Keebeck Wealth Management first reported a position in XOM in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.37M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Keebeck Wealth Management held 15,023 shares of ExxonMobil worth $2.05M as of Q2 2026.
  • Keebeck Wealth Management bought 1,077 ExxonMobil shares in Q2 2026, an estimated $161K.
  • ExxonMobil made up 0.2% of Keebeck Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Keebeck Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 25 quarters since.
  • Keebeck Wealth Management's ExxonMobil position peaked at $2.37M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.