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Moneywise Inc’s ExxonMobil XOM Stock Holding History

Moneywise Inc’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 		$202K Hold
1,481
– – 0.08% 86
2026
Q1 		$251K Buy
+1,481
New +$216K 0.11% 76
2025
Q4 		– Sell
-3,953
Closed -$446K – 89
2025
Q3 		$446K Buy
3,953
+21
+0.5% +$2.33K 0.2% 52
2025
Q2 		$424K Buy
3,932
+13
+0.3% +$1.39K 0.2% 58
2025
Q1 		$466K Buy
3,919
+21
+0.5% +$2.32K 0.25% 45
2024
Q4 		$419K Buy
3,898
+11
+0.3% +$1.29K 0.21% 42
2024
Q3 		$456K Sell
3,887
-50
-1% -$5.77K 0.22% 46
2024
Q2 		$453K Buy
3,937
+100
+3% +$11.6K 0.24% 45
2024
Q1 		$446K Sell
3,837
-334
-8% -$34.9K 0.24% 42
2023
Q4 		$417K Buy
4,171
+355
+9% +$37.3K 0.24% 37
2023
Q3 		$449K Sell
3,816
-71
-2% -$7.79K 0.28% 31
2023
Q2 		$417K Sell
3,887
-76
-2% -$8.29K 0.26% 34
2023
Q1 		$435K Buy
3,963
+1,285
+48% +$142K 0.28% 33
2022
Q4 		$295K Sell
2,678
-1,100
-29% -$118K 0.22% 38
2022
Q3 		$330K Buy
3,778
+208
+6% +$19K 0.27% 36
2022
Q2 		$306K Hold
3,570
– – 0.24% 39
2022
Q1 		$295K Sell
3,570
-723
-17% -$56.2K 0.19% 38
2021
Q4 		$263K Sell
4,293
-160
-4% -$10K 0.17% 43
2021
Q3 		$262K Buy
4,453
+153
+4% +$8.72K 0.17% 43
2021
Q2 		$271K Buy
+4,300
New +$257K 0.19% 40

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

Moneywise Inc's XOM Position: Q2 2026 in Review

Moneywise Inc held its ExxonMobil (XOM) position steady in Q2 2026 at 1,481 shares worth $202K. The position accounts for 0.08% of the portfolio, ranked #86.

Moneywise Inc first reported a position in XOM in Q2 2021 and has held it in 20 quarters since. The position peaked at $466K in Q1 2025. 4,239 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Moneywise Inc held 1,481 shares of ExxonMobil worth $202K as of Q2 2026.
  • Moneywise Inc left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.08% of Moneywise Inc's portfolio in Q2 2026, its #86 holding.
  • Moneywise Inc first reported a position in ExxonMobil in Q2 2021 and has held it in 20 quarters since.
  • Moneywise Inc's ExxonMobil position peaked at $466K in Q1 2025.
  • 4,239 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.