Liberty Square Wealth Partners’s ExxonMobil XOM Stock Holding History

Liberty Square Wealth Partners’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	$742K	Hold	5,426	–	–	0.18%	58
2026 Q1	$921K	Sell	5,426 -426	-7%	-$62.2K	0.26%	47
2025 Q4	$704K	Sell	5,852 -594	-9%	-$68.9K	0.2%	59
2025 Q3	$727K	Buy	6,446 +32	+0.5%	+$3.56K	0.22%	60
2025 Q2	$691K	Hold	6,414	–	–	0.24%	59
2025 Q1	$763K	Hold	6,414	–	–	0.29%	58
2024 Q4	$694K	Buy	+6,414	New	+$750K	0.25%	63

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

Liberty Square Wealth Partners's XOM Position: Q2 2026 in Review

Liberty Square Wealth Partners held its ExxonMobil (XOM) position steady in Q2 2026 at 5,426 shares worth $742K. The position accounts for 0.18% of the portfolio, ranked #58.

Liberty Square Wealth Partners first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $921K in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Liberty Square Wealth Partners held 5,426 shares of ExxonMobil worth $742K as of Q2 2026.
Liberty Square Wealth Partners left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.18% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #58 holding.
Liberty Square Wealth Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's ExxonMobil position peaked at $921K in Q1 2026.
4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.