Oakwell Private Wealth Management’s ExxonMobil XOM Stock Holding History

Oakwell Private 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	$514K	Buy	3,762 +263	+8%	+$39.4K	0.09%	58
2026 Q1	$594K	Sell	3,499 -407	-10%	-$59.4K	0.11%	49
2025 Q4	$470K	Buy	3,906 +63	+2%	+$7.31K	0.09%	58
2025 Q3	$433K	Buy	3,843 +4	+0.1%	+$445	0.09%	60
2025 Q2	$414K	Sell	3,839 -111	-3%	-$11.9K	0.1%	57
2025 Q1	$470K	Buy	+3,950	New	+$437K	0.13%	51
2024 Q3	–	Sell	-13,637	Closed	-$1.57M	–	67
2024 Q2	$1.57M	Buy	13,637 +10,811	+383%	+$1.26M	0.44%	27
2024 Q1	$328K	Hold	2,826	–	–	0.1%	51
2023 Q4	$283K	Hold	2,826	–	–	0.1%	52
2023 Q3	$332K	Sell	2,826 -125	-4%	-$13.7K	0.14%	48
2023 Q2	$316K	Buy	+2,951	New	+$322K	0.13%	49

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

Oakwell Private Wealth Management's XOM Position: Q2 2026 in Review

Oakwell Private Wealth Management increased its ExxonMobil (XOM) stake by 7.5% in Q2 2026, buying an estimated $39.4K and bringing the position to 3,762 shares worth $514K. The position accounts for 0.09% of the portfolio, ranked #58.

Oakwell Private Wealth Management first reported a position in XOM in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q2 2024. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Oakwell Private Wealth Management held 3,762 shares of ExxonMobil worth $514K as of Q2 2026.
Oakwell Private Wealth Management bought 263 ExxonMobil shares in Q2 2026, an estimated $39.4K.
ExxonMobil made up 0.09% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #58 holding.
Oakwell Private Wealth Management first reported a position in ExxonMobil in Q2 2023 and has held it in 11 quarters since.
Oakwell Private Wealth Management's ExxonMobil position peaked at $1.57M in Q2 2024.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.