NW
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NewEdge Wealth’s ExxonMobil XOM Stock Holding History

NewEdge Wealth’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 		$10.6M Sell
77,751
-2,348
-3% -$351K 0.11% 137
2026
Q1 		$13.6M Sell
80,099
-20,719
-21% -$3.02M 0.16% 106
2025
Q4 		$12.1M Buy
100,818
+21,519
+27% +$2.5M 0.14% 123
2025
Q3 		$9.01M Buy
79,299
+1,703
+2% +$189K 0.13% 131
2025
Q2 		$8.22M Buy
77,596
+3,993
+5% +$427K 0.13% 136
2025
Q1 		$8.75M Buy
73,603
+9,802
+15% +$1.08M 0.16% 120
2024
Q4 		$6.86M Sell
63,801
-36,040
-36% -$4.22M 0.12% 148
2024
Q3 		$11.7M Buy
99,841
+37,457
+60% +$4.33M 0.21% 103
2024
Q2 		$7.18M Buy
62,384
+22,838
+58% +$2.66M 0.16% 127
2024
Q1 		$4.6M Sell
39,546
-1,441
-4% -$151K 0.1% 177
2023
Q4 		$4.1M Buy
40,987
+958
+2% +$101K 0.1% 169
2023
Q3 		$4.71M Buy
40,029
+8,312
+26% +$912K 0.15% 136
2023
Q2 		$3.4M Buy
31,717
+15,539
+96% +$1.7M 0.11% 169
2023
Q1 		$1.77M Buy
16,178
+4,603
+40% +$509K 0.07% 243
2022
Q4 		$1.28M Buy
11,575
+3,668
+46% +$393K 0.06% 262
2022
Q3 		$690K Sell
7,907
-14,203
-64% -$1.3M 0.03% 306
2022
Q2 		$1.89M Buy
22,110
+16,814
+317% +$1.52M 0.09% 199
2022
Q1 		$437K Buy
5,296
+994
+23% +$77.3K 0.02% 320
2021
Q4 		$263K Sell
4,302
-7
-0.2% -$437 0.01% 356
2021
Q3 		$253K Sell
4,309
-392
-8% -$22.3K 0.02% 264
2021
Q2 		$297K Buy
+4,701
New +$281K 0.02% 242

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

NewEdge Wealth's XOM Position: Q2 2026 in Review

NewEdge Wealth reduced its ExxonMobil (XOM) stake by 2.9% in Q2 2026, selling an estimated $351K and leaving 77,751 shares worth $10.6M. The position accounts for 0.11% of the portfolio, ranked #137.

NewEdge Wealth first reported a position in XOM in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.6M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • NewEdge Wealth held 77,751 shares of ExxonMobil worth $10.6M as of Q2 2026.
  • NewEdge Wealth sold 2,348 ExxonMobil shares in Q2 2026, an estimated $351K.
  • ExxonMobil made up 0.11% of NewEdge Wealth's portfolio in Q2 2026, its #137 holding.
  • NewEdge Wealth first reported a position in ExxonMobil in Q2 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's ExxonMobil position peaked at $13.6M in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.