MA Private Wealth’s ExxonMobil XOM Stock Holding History

MA Private Wealth’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	$466K	Sell	3,407 -23	-0.7%	-$3.44K	0.07%	70
2026 Q1	$582K	Sell	3,430 -36	-1%	-$5.25K	0.1%	64
2025 Q4	$417K	Sell	3,466 -6	-0.2%	-$696	0.07%	69
2025 Q3	$391K	Sell	3,472 -14	-0.4%	-$1.56K	0.07%	65
2025 Q2	$376K	Sell	3,486 -50	-1%	-$5.34K	0.07%	67
2025 Q1	$421K	Buy	3,536 +14	+0.4%	+$1.55K	0.08%	61
2024 Q4	$379K	Buy	+3,522	New	+$412K	0.07%	59
2023 Q1	–	Sell	-4,098	Closed	-$452K	–	84
2022 Q4	$452K	Buy	4,098 +21	+0.5%	+$2.25K	0.11%	61
2022 Q3	$435K	Buy	4,077 +8	+0.2%	+$730	0.11%	56
2022 Q2	$345K	Sell	4,069 -471	-10%	-$42.5K	0.08%	56
2022 Q1	$375K	Buy	4,540 +25	+0.6%	+$1.94K	0.07%	68
2021 Q4	$276K	Sell	4,515 -327	-7%	-$20.4K	0.05%	79
2021 Q3	$285K	Buy	4,842 +39	+0.8%	+$2.22K	0.06%	74
2021 Q2	$303K	Buy	4,803 +234	+5%	+$14K	0.06%	74
2021 Q1	$255K	Buy	+4,569	New	+$240K	0.05%	79
2020 Q2	–	Sell	-4,412	Closed	-$168K	–	93
2020 Q1	$168K	Buy	4,412 +44	+1%	+$2.43K	0.05%	82
2019 Q4	$305K	Buy	+4,368	New	+$302K	0.09%	55

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

MA Private Wealth's XOM Position: Q2 2026 in Review

MA Private Wealth reduced its ExxonMobil (XOM) stake by 0.67% in Q2 2026, selling an estimated $3.44K and leaving 3,407 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #70.

MA Private Wealth first reported a position in XOM in Q4 2019 and has held it in 17 quarters since. The position peaked at $582K in Q1 2026. 4,241 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

MA Private Wealth held 3,407 shares of ExxonMobil worth $466K as of Q2 2026.
MA Private Wealth sold 23 ExxonMobil shares in Q2 2026, an estimated $3.44K.
ExxonMobil made up 0.07% of MA Private Wealth's portfolio in Q2 2026, its #70 holding.
MA Private Wealth first reported a position in ExxonMobil in Q4 2019 and has held it in 17 quarters since.
MA Private Wealth's ExxonMobil position peaked at $582K in Q1 2026.
4,241 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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