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Momentous Wealth Management’s ExxonMobil XOM Stock Holding History

Momentous 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 		$785K Sell
5,742
-7
-0.1% -$1.05K 0.4% 18
2026
Q1 		$975K Buy
5,749
+69
+1% +$10.1K 0.56% 14
2025
Q4 		$684K Buy
5,680
+2,771
+95% +$321K 0.39% 21
2025
Q3 		$328K Sell
2,909
-3,363
-54% -$374K 0.21% 26
2025
Q2 		$676K Sell
6,272
-181
-3% -$19.3K 0.44% 21
2025
Q1 		$767K Buy
6,453
+3,227
+100% +$357K 0.54% 18
2024
Q4 		$347K Buy
+3,226
New +$377K 0.29% 21

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

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

Momentous Wealth Management reduced its ExxonMobil (XOM) stake by 0.12% in Q2 2026, selling an estimated $1.05K and leaving 5,742 shares worth $785K. The position accounts for 0.4% of the portfolio, ranked #18.

Momentous Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $975K in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Momentous Wealth Management held 5,742 shares of ExxonMobil worth $785K as of Q2 2026.
  • Momentous Wealth Management sold 7 ExxonMobil shares in Q2 2026, an estimated $1.05K.
  • ExxonMobil made up 0.4% of Momentous Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Momentous Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Momentous Wealth Management's ExxonMobil position peaked at $975K in Q1 2026.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.