McCarter Private Wealth Services’s ExxonMobil XOM Stock Holding History

McCarter Private Wealth Services’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	$1.18M	Sell	8,630 -1,993	-19%	-$298K	0.41%	70
2026 Q1	$1.8M	Buy	10,623 +2,712	+34%	+$396K	0.78%	39
2025 Q4	$952K	Hold	7,911	–	–	0.43%	56
2025 Q3	$892K	Sell	7,911 -400	-5%	-$44.5K	0.46%	50
2025 Q2	$896K	Sell	8,311 -1,273	-13%	-$136K	0.51%	44
2025 Q1	$1.14M	Buy	9,584 +150	+2%	+$16.6K	0.75%	35
2024 Q4	$1.01M	Sell	9,434 -37	-0.4%	-$4.33K	0.64%	36
2024 Q3	$1.11M	Buy	+9,471	New	+$1.09M	0.7%	37

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

McCarter Private Wealth Services's XOM Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its ExxonMobil (XOM) stake by 19% in Q2 2026, selling an estimated $298K and leaving 8,630 shares worth $1.18M. The position accounts for 0.41% of the portfolio, ranked #70.

McCarter Private Wealth Services first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

McCarter Private Wealth Services held 8,630 shares of ExxonMobil worth $1.18M as of Q2 2026.
McCarter Private Wealth Services sold 1,993 ExxonMobil shares in Q2 2026, an estimated $298K.
ExxonMobil made up 0.41% of McCarter Private Wealth Services's portfolio in Q2 2026, its #70 holding.
McCarter Private Wealth Services first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's ExxonMobil position peaked at $1.8M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.