Mascagni Wealth Management’s ExxonMobil XOM Stock Holding History

Mascagni Wealth Management’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	$1.17M	Sell	8,527 -126	-1%	-$18.9K	0.72%	40
2026 Q1	$1.47M	Buy	8,653 +72	+0.8%	+$10.5K	1.05%	27
2025 Q4	$1.03M	Sell	8,581 -119	-1%	-$13.8K	0.77%	39
2025 Q3	$981K	Buy	8,700 +82	+1%	+$9.12K	0.76%	41
2025 Q2	$929K	Sell	8,618 -18	-0.2%	-$1.92K	0.79%	41
2025 Q1	$1.03M	Hold	8,636	–	–	1.02%	31
2024 Q4	$1.03M	Buy	+8,636	New	+$1.01M	1.02%	31

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

Mascagni Wealth Management's XOM Position: Q2 2026 in Review

Mascagni Wealth Management reduced its ExxonMobil (XOM) stake by 1.5% in Q2 2026, selling an estimated $18.9K and leaving 8,527 shares worth $1.17M. The position accounts for 0.72% of the portfolio, ranked #40.

Mascagni Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Mascagni Wealth Management held 8,527 shares of ExxonMobil worth $1.17M as of Q2 2026.
Mascagni Wealth Management sold 126 ExxonMobil shares in Q2 2026, an estimated $18.9K.
ExxonMobil made up 0.72% of Mascagni Wealth Management's portfolio in Q2 2026, its #40 holding.
Mascagni Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Mascagni Wealth Management's ExxonMobil position peaked at $1.47M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.