AWL
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AFFINITY WEALTH LLC’s ExxonMobil XOM Stock Holding History

AFFINITY WEALTH LLC’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 		$248K Hold
1,816
– – 0.13% 10
2026
Q1 		$308K Hold
1,816
– – 0.2% 9
2025
Q4 		$219K Sell
1,816
-223
-11% -$25.9K 0.15% 10
2025
Q3 		$230K Hold
2,039
– – 0.17% 9
2025
Q2 		$220K Hold
2,039
– – 0.19% 8
2025
Q1 		$242K Buy
2,039
+44
+2% +$4.87K 0.25% 7
2024
Q4 		$215K Buy
+1,995
New +$233K 0.22% 7

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

AFFINITY WEALTH LLC's XOM Position: Q2 2026 in Review

AFFINITY WEALTH LLC held its ExxonMobil (XOM) position steady in Q2 2026 at 1,816 shares worth $248K. The position accounts for 0.13% of the portfolio, ranked #10.

AFFINITY WEALTH LLC first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $308K in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • AFFINITY WEALTH LLC held 1,816 shares of ExxonMobil worth $248K as of Q2 2026.
  • AFFINITY WEALTH LLC left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.13% of AFFINITY WEALTH LLC's portfolio in Q2 2026, its #10 holding.
  • AFFINITY WEALTH LLC first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • AFFINITY WEALTH LLC's ExxonMobil position peaked at $308K in Q1 2026.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on AFFINITY WEALTH LLC's 13F filing for Q2 2026, filed 26 Aug 2026.