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Mindset Wealth Management’s ExxonMobil XOM Stock Holding History

Mindset 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 		$2.48M Buy
18,133
+152
+0.8% +$22.7K 0.48% 19
2026
Q1 		$3.05M Buy
17,981
+2,975
+20% +$434K 0.82% 10
2025
Q4 		$1.81M Buy
15,006
+389
+3% +$45.1K 0.47% 20
2025
Q3 		$1.65M Buy
14,617
+1
+0% +$111 0.45% 21
2025
Q2 		$1.58M Buy
14,616
+365
+3% +$39K 0.52% 15
2025
Q1 		$1.69M Buy
14,251
+3,510
+33% +$388K 0.66% 13
2024
Q4 		$1.16M Buy
10,741
+7,311
+213% +$855K 0.42% 17
2024
Q3 		$402K Buy
+3,430
New +$396K 0.17% 74

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

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

Mindset Wealth Management increased its ExxonMobil (XOM) stake by 0.85% in Q2 2026, buying an estimated $22.7K and bringing the position to 18,133 shares worth $2.48M. The position accounts for 0.48% of the portfolio, ranked #19.

Mindset Wealth Management first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.05M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Mindset Wealth Management held 18,133 shares of ExxonMobil worth $2.48M as of Q2 2026.
  • Mindset Wealth Management bought 152 ExxonMobil shares in Q2 2026, an estimated $22.7K.
  • ExxonMobil made up 0.48% of Mindset Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Mindset Wealth Management first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's ExxonMobil position peaked at $3.05M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.