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Madison Wealth Partners’s ExxonMobil XOM Stock Holding History

Madison 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 		$1.39M Buy
10,192
+4,680
+85% +$700K 0.18% 63
2026
Q1 		$935K Buy
5,512
+448
+9% +$65.4K 0.15% 69
2025
Q4 		$609K Buy
5,064
+893
+21% +$104K 0.11% 87
2025
Q3 		$470K Buy
4,171
+1
+0% +$111 0.09% 93
2025
Q2 		$450K Buy
4,170
+41
+1% +$4.38K 0.1% 92
2025
Q1 		$491K Sell
4,129
-28
-0.7% -$3.1K 0.12% 79
2024
Q4 		$447K Buy
4,157
+149
+4% +$17.4K 0.13% 84
2024
Q3 		$470K Sell
4,008
-231
-5% -$26.7K 0.14% 79
2024
Q2 		$488K Buy
4,239
+16
+0.4% +$1.86K 0.17% 69
2024
Q1 		$491K Buy
4,223
+1
+0% +$105 0.18% 66
2023
Q4 		$422K Sell
4,222
-28
-0.7% -$2.94K 0.17% 68
2023
Q3 		$500K Buy
4,250
+259
+6% +$28.4K 0.25% 46
2023
Q2 		$428K Buy
3,991
+128
+3% +$14K 0.2% 50
2023
Q1 		$424K Sell
3,863
-2,078
-35% -$230K 0.21% 50
2022
Q4 		$655K Buy
5,941
+230
+4% +$24.6K 0.38% 30
2022
Q3 		$499K Buy
5,711
+1,136
+25% +$104K 0.33% 37
2022
Q2 		$392K Buy
4,575
+27
+0.6% +$2.44K 0.25% 44
2022
Q1 		$376K Sell
4,548
-186
-4% -$14.5K 0.21% 46
2021
Q4 		$290K Buy
4,734
+101
+2% +$6.31K 0.15% 55
2021
Q3 		$273K Buy
4,633
+50
+1% +$2.85K 0.15% 53
2021
Q2 		$289K Sell
4,583
-671
-13% -$40.1K 0.17% 49
2021
Q1 		$217K Hold
5,254
– – 0.15% 48
2020
Q4 		$216K Buy
+5,254
New +$197K 0.14% 49

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

Madison Wealth Partners's XOM Position: Q2 2026 in Review

Madison Wealth Partners increased its ExxonMobil (XOM) stake by 85% in Q2 2026, buying an estimated $700K and bringing the position to 10,192 shares worth $1.39M. The position accounts for 0.18% of the portfolio, ranked #63.

Madison Wealth Partners first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Madison Wealth Partners held 10,192 shares of ExxonMobil worth $1.39M as of Q2 2026.
  • Madison Wealth Partners bought 4,680 ExxonMobil shares in Q2 2026, an estimated $700K.
  • ExxonMobil made up 0.18% of Madison Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Madison Wealth Partners first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.