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Kestra Private Wealth Services’s ExxonMobil XOM Stock Holding History

Kestra Private Wealth Services’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 		$37.2M Sell
272,227
-2,446
-0.9% -$366K 0.41% 45
2026
Q1 		$46.6M Sell
274,673
-12,511
-4% -$1.83M 0.57% 28
2025
Q4 		$34.6M Buy
287,184
+11,618
+4% +$1.35M 0.43% 40
2025
Q3 		$31.1M Buy
275,566
+10,820
+4% +$1.2M 0.41% 42
2025
Q2 		$28.5M Buy
264,746
+7,173
+3% +$767K 0.41% 43
2025
Q1 		$30.6M Buy
257,573
+16,176
+7% +$1.79M 0.51% 37
2024
Q4 		$26M Buy
241,397
+7,368
+3% +$862K 0.44% 39
2024
Q3 		$27.4M Buy
234,029
+7,000
+3% +$808K 0.5% 36
2024
Q2 		$26.1M Buy
227,029
+27,321
+14% +$3.18M 0.52% 33
2024
Q1 		$23.2M Buy
199,708
+14,265
+8% +$1.49M 0.52% 33
2023
Q4 		$18.5M Buy
185,443
+12,706
+7% +$1.34M 0.47% 39
2023
Q3 		$20.3M Buy
172,737
+13,606
+9% +$1.49M 0.64% 23
2023
Q2 		$17.1M Buy
159,131
+12,329
+8% +$1.35M 0.58% 23
2023
Q1 		$16.1M Buy
146,802
+29,278
+25% +$3.24M 0.64% 25
2022
Q4 		$13M Buy
117,524
+5,770
+5% +$618K 0.66% 25
2022
Q3 		$9.76M Sell
111,754
-1,752
-2% -$160K 0.56% 32
2022
Q2 		$9.72M Sell
113,506
-9,170
-7% -$827K 0.55% 32
2022
Q1 		$10.1M Sell
122,676
-20,314
-14% -$1.58M 0.5% 36
2021
Q4 		$8.75M Buy
142,990
+9,349
+7% +$584K 0.42% 49
2021
Q3 		$7.86M Buy
133,641
+37,019
+38% +$2.11M 0.44% 45
2021
Q2 		$6.09M Buy
96,622
+9,371
+11% +$559K 0.37% 56
2021
Q1 		$4.87M Sell
87,251
-8,449
-9% -$443K 0.34% 70
2020
Q4 		$3.98M Buy
95,700
+13,712
+17% +$514K 0.29% 83
2020
Q3 		$2.81M Buy
+81,988
New +$3.35M 0.24% 98

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

Kestra Private Wealth Services's XOM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its ExxonMobil (XOM) stake by 0.89% in Q2 2026, selling an estimated $366K and leaving 272,227 shares worth $37.2M. The position accounts for 0.41% of the portfolio, ranked #45.

Kestra Private Wealth Services first reported a position in XOM in Q3 2020 and has held it in 24 quarters since. The position peaked at $46.6M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Kestra Private Wealth Services held 272,227 shares of ExxonMobil worth $37.2M as of Q2 2026.
  • Kestra Private Wealth Services sold 2,446 ExxonMobil shares in Q2 2026, an estimated $366K.
  • ExxonMobil made up 0.41% of Kestra Private Wealth Services's portfolio in Q2 2026, its #45 holding.
  • Kestra Private Wealth Services first reported a position in ExxonMobil in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's ExxonMobil position peaked at $46.6M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.