Oak Harbor Wealth Partners’s ExxonMobil XOM Stock Holding History

Oak Harbor Wealth Partners’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	$1.51M	Sell	11,059 -720	-6%	-$108K	0.56%	52
2026 Q1	$2M	Sell	11,779 -281	-2%	-$41K	0.47%	53
2025 Q4	$1.45M	Sell	12,060 -1	-0%	-$116	0.35%	67
2025 Q3	$1.36M	Buy	12,061 +51	+0.4%	+$5.67K	0.34%	69
2025 Q2	$1.29M	Sell	12,010 -1,086	-8%	-$116K	0.35%	66
2025 Q1	$1.56M	Hold	13,096	–	–	0.45%	54
2024 Q4	$1.41M	Buy	13,096 +134	+1%	+$15.7K	0.41%	65
2024 Q3	$1.52M	Buy	12,962 +114	+0.9%	+$13.2K	0.43%	65
2024 Q2	$1.48M	Buy	12,848 +103	+0.8%	+$12K	0.46%	59
2024 Q1	$1.48M	Hold	12,745	–	–	0.46%	61
2023 Q4	$1.27M	Buy	12,745 +345	+3%	+$36.3K	0.43%	63
2023 Q3	$1.46M	Hold	12,400	–	–	0.52%	54
2023 Q2	$1.33M	Sell	12,400 -200	-2%	-$21.8K	0.45%	61
2023 Q1	$1.38M	Sell	12,600 -1,598	-11%	-$177K	0.5%	60
2022 Q4	$1.57M	Buy	14,198 +3,836	+37%	+$411K	0.6%	49
2022 Q3	$905K	Buy	10,362 +51	+0.5%	+$4.66K	0.35%	67
2022 Q2	$883K	Sell	10,311 -244	-2%	-$22K	0.35%	67
2022 Q1	$872K	Buy	10,555 +1,600	+18%	+$124K	0.29%	77
2021 Q4	$548K	Buy	+8,955	New	+$560K	0.19%	96

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Oak Harbor Wealth Partners's XOM Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its ExxonMobil (XOM) stake by 6.1% in Q2 2026, selling an estimated $108K and leaving 11,059 shares worth $1.51M. The position accounts for 0.56% of the portfolio, ranked #52.

Oak Harbor Wealth Partners first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2M in Q1 2026. 4,265 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Oak Harbor Wealth Partners held 11,059 shares of ExxonMobil worth $1.51M as of Q2 2026.
Oak Harbor Wealth Partners sold 720 ExxonMobil shares in Q2 2026, an estimated $108K.
ExxonMobil made up 0.56% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #52 holding.
Oak Harbor Wealth Partners first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Oak Harbor Wealth Partners's ExxonMobil position peaked at $2M in Q1 2026.
4,265 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.