NWM
XOM icon

Navigoe Wealth Management’s ExxonMobil XOM Stock Holding History

Navigoe 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 		$155K Buy
1,140
+39
+4% +$5.84K 0.08% 49
2026
Q1 		$186K Hold
1,101
– – 0.11% 41
2025
Q4 		$132K Hold
1,101
– – 0.08% 53
2025
Q3 		$124K Buy
1,101
+27
+3% +$3K 0.08% 52
2025
Q2 		$115K Hold
1,074
– – 0.09% 48
2025
Q1 		$127K Hold
1,074
– – 0.11% 42
2024
Q4 		$115K Buy
+1,074
New +$126K 0.11% 43

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 $3.38T AUM 44.17% 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

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

Navigoe Wealth Management increased its ExxonMobil (XOM) stake by 3.5% in Q2 2026, buying an estimated $5.84K and bringing the position to 1,140 shares worth $155K. The position accounts for 0.08% of the portfolio, ranked #49.

Navigoe Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $186K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Navigoe Wealth Management held 1,140 shares of ExxonMobil worth $155K as of Q2 2026.
  • Navigoe Wealth Management bought 39 ExxonMobil shares in Q2 2026, an estimated $5.84K.
  • ExxonMobil made up 0.08% of Navigoe Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Navigoe Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Navigoe Wealth Management's ExxonMobil position peaked at $186K in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.