Liberty Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.09M | Hold |
6,398
| – | – | 0.14% | 93 |
|
|
2026
Q1 | $1.09M | Sell |
6,398
-427
| -6% | -$62.3K | 0.14% | 93 |
|
|
2025
Q4 | $821K | Buy |
6,825
+416
| +6% | +$48.2K | 0.11% | 98 |
|
|
2025
Q3 | $723K | Sell |
6,409
-3
| -0% | -$333 | 0.1% | 105 |
|
|
2025
Q2 | $691K | Buy |
6,412
+37
| +0.6% | +$3.96K | 0.11% | 102 |
|
|
2025
Q1 | $758K | Sell |
6,375
-716
| -10% | -$79.2K | 0.15% | 72 |
|
|
2024
Q4 | $763K | Buy |
7,091
+2,177
| +44% | +$255K | 0.13% | 88 |
|
|
2024
Q3 | $576K | Sell |
4,914
-133,423
| -96% | -$15.4M | 0.1% | 108 |
|
|
2024
Q2 | $449K | Buy |
138,337
+134,550
| +3,553% | +$15.7M | 0.08% | 119 |
|
|
2024
Q1 | $440K | Sell |
3,787
-337
| -8% | -$35.3K | 0.09% | 112 |
|
|
2023
Q4 | $412K | Buy |
4,124
+40
| +1% | +$4.2K | 0.09% | 109 |
|
|
2023
Q3 | $480K | Buy |
4,084
+1,071
| +36% | +$117K | 0.12% | 95 |
|
|
2023
Q2 | $323K | Sell |
3,013
-423
| -12% | -$46.2K | 0.08% | 130 |
|
|
2023
Q1 | $377K | Buy |
+3,436
| New | +$380K | 0.08% | 146 |
|
|
2022
Q3 | $318K | Sell |
3,653
-357
| -9% | -$32.6K | 0.08% | 104 |
|
|
2022
Q2 | $343K | Buy |
4,010
+123
| +3% | +$11.1K | 0.14% | 102 |
|
|
2022
Q1 | $322K | Sell |
3,887
-88
| -2% | -$6.84K | 0.12% | 103 |
|
|
2021
Q4 | $243 | Sell |
3,975
-2,113
| -35% | -$132K | 0.01% | 137 |
|
|
2021
Q3 | $369K | Buy |
6,088
+1,813
| +42% | +$103K | 0.13% | 100 |
|
|
2021
Q2 | $270K | Sell |
4,275
-376
| -8% | -$22.4K | 0.11% | 108 |
|
|
2021
Q1 | $208K | Hold |
4,651
| – | – | 0.1% | 106 |
|
|
2020
Q4 | $208K | Buy |
4,651
+1,342
| +41% | +$50.3K | 0.1% | 105 |
|
|
2020
Q3 | $114K | Sell |
3,309
-182
| -5% | -$7.44K | 0.07% | 150 |
|
|
2020
Q2 | $156K | Buy |
3,491
+200
| +6% | +$8.97K | 0.11% | 108 |
|
|
2020
Q1 | $125K | Buy |
3,291
+154
| +5% | +$8.5K | 0.11% | 121 |
|
|
2019
Q4 | $219K | Sell |
3,137
-725
| -19% | -$50.1K | 0.17% | 97 |
|
|
2019
Q3 | $273K | Sell |
3,862
-543
| -12% | -$39.3K | 0.26% | 75 |
|
|
2019
Q2 | $338K | Buy |
4,405
+873
| +25% | +$67.6K | 0.3% | 74 |
|
|
2019
Q1 | $285K | Sell |
3,532
-93
| -3% | -$7.09K | 0.21% | 70 |
|
|
2018
Q4 | $247K | Buy |
+3,625
| New | +$284K | 0.18% | 73 |
|
Other funds holding XOM
Liberty Wealth Management's XOM Position: Q2 2026 in Review
Liberty Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 6,398 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #93.
Liberty Wealth Management first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Liberty Wealth Management held 6,398 shares of ExxonMobil worth $1.09M as of Q2 2026.
- Liberty Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
- ExxonMobil made up 0.14% of Liberty Wealth Management's portfolio in Q2 2026, its #93 holding.
- Liberty Wealth Management first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
- 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.