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Massachusetts Wealth Management’s ExxonMobil XOM Stock Holding History

Massachusetts 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 		$6.06M Sell
44,349
-250
-0.6% -$37.4K 2.31% 10
2026
Q1 		$7.57M Buy
44,599
+8,505
+24% +$1.24M 3.28% 3
2025
Q4 		$4.34M Sell
36,094
-1,117
-3% -$130K 2.02% 11
2025
Q3 		$4.2M Buy
37,211
+415
+1% +$46.1K 2.08% 10
2025
Q2 		$3.97M Sell
36,796
-325
-0.9% -$34.7K 2.24% 9
2025
Q1 		$4.41M Sell
37,121
-1,224
-3% -$135K 3.03% 5
2024
Q4 		$4.12M Buy
38,345
+2,325
+6% +$272K 2.55% 6
2024
Q3 		$4.22M Sell
36,020
-1,375
-4% -$159K 2.66% 6
2024
Q2 		$4.3M Sell
37,395
-35
-0.1% -$4.08K 2.89% 6
2024
Q1 		$4.35M Buy
37,430
+1,314
+4% +$137K 3.07% 3
2023
Q4 		$3.61M Buy
36,116
+842
+2% +$88.5K 2.91% 5
2023
Q3 		$4.15M Sell
35,274
-300
-0.8% -$32.9K 3.81% 2
2023
Q2 		$3.82M Sell
35,574
-150
-0.4% -$16.4K 3.65% 3
2023
Q1 		$3.92M Sell
35,724
-3,600
-9% -$398K 4.04% 1
2022
Q4 		$4.56M Buy
+39,324
New +$4.21M 4.41% 1

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

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

Massachusetts Wealth Management reduced its ExxonMobil (XOM) stake by 0.56% in Q2 2026, selling an estimated $37.4K and leaving 44,349 shares worth $6.06M. The position accounts for 2.31% of the portfolio, ranked #10.

Massachusetts Wealth Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.57M in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Massachusetts Wealth Management held 44,349 shares of ExxonMobil worth $6.06M as of Q2 2026.
  • Massachusetts Wealth Management sold 250 ExxonMobil shares in Q2 2026, an estimated $37.4K.
  • ExxonMobil made up 2.31% of Massachusetts Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Massachusetts Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's ExxonMobil position peaked at $7.57M in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.