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Kerntke Otto McGlone Wealth Management Group’s ExxonMobil XOM Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$1.23M Sell
9,020
-583
-6% -$87.3K 0.75% 28
2026
Q1 		$1.63M Buy
9,603
+20
+0.2% +$2.92K 1.11% 19
2025
Q4 		$1.15M Sell
9,583
-18
-0.2% -$2.09K 0.82% 24
2025
Q3 		$1.08M Sell
9,601
-1,204
-11% -$134K 0.82% 25
2025
Q2 		$1.16M Buy
10,805
+214
+2% +$22.9K 0.92% 20
2025
Q1 		$1.26M Buy
10,591
+229
+2% +$25.3K 1.1% 19
2024
Q4 		$1.11M Buy
10,362
+27
+0.3% +$3.16K 0.82% 22
2024
Q3 		$1.21M Sell
10,335
-88
-0.8% -$10.2K 1.01% 21
2024
Q2 		$1.2M Buy
10,423
+273
+3% +$31.8K 1.12% 18
2024
Q1 		$1.18M Sell
10,150
-77
-0.8% -$8.06K 1.16% 19
2023
Q4 		$1.02M Buy
10,227
+449
+5% +$47.2K 1.02% 23
2023
Q3 		$1.15M Sell
9,778
-110
-1% -$12.1K 1.19% 23
2023
Q2 		$1.06M Sell
9,888
-78
-0.8% -$8.51K 1.04% 24
2023
Q1 		$1.09M Buy
9,966
+266
+3% +$29.4K 1.12% 23
2022
Q4 		$1.07M Buy
9,700
+56
+0.6% +$6K 1.23% 20
2022
Q3 		$842K Buy
9,644
+29
+0.3% +$2.65K 1.27% 20
2022
Q2 		$823K Buy
9,615
+5,587
+139% +$504K 1.23% 20
2022
Q1 		$333K Sell
4,028
-5,410
-57% -$421K 0.76% 23
2021
Q4 		$578K Buy
9,438
+5,298
+128% +$331K 0.7% 28
2021
Q3 		$243K Sell
4,140
-11,844
-74% -$675K 0.72% 31
2021
Q2 		$1.01M Sell
15,984
-340
-2% -$20.3K 0.4% 40
2021
Q1 		$911K Buy
16,324
+345
+2% +$18.1K 0.48% 46
2020
Q4 		$659K Sell
15,979
-2,053
-11% -$77K 0.39% 57
2020
Q3 		$619K Sell
18,032
-227
-1% -$9.28K 0.45% 53
2020
Q2 		$817K Sell
18,259
-112
-0.6% -$5.02K 0.75% 35
2020
Q1 		$698K Buy
18,371
+1,283
+8% +$70.8K 0.78% 35
2019
Q4 		$1.19M Buy
+17,088
New +$1.18M 1.01% 23

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

Kerntke Otto McGlone Wealth Management Group's XOM Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its ExxonMobil (XOM) stake by 6.1% in Q2 2026, selling an estimated $87.3K and leaving 9,020 shares worth $1.23M. The position accounts for 0.75% of the portfolio, ranked #28.

Kerntke Otto McGlone Wealth Management Group first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.63M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 9,020 shares of ExxonMobil worth $1.23M as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 583 ExxonMobil shares in Q2 2026, an estimated $87.3K.
  • ExxonMobil made up 0.75% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #28 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's ExxonMobil position peaked at $1.63M in Q1 2026.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.