OCPWS
XOM icon

One Charles Private Wealth Services’s ExxonMobil XOM Stock Holding History

One Charles Private Wealth Services’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 		$1.67M Buy
12,181
+33
+0.3% +$4.94K 0.38% 51
2026
Q1 		$2.06M Buy
12,148
+21
+0.2% +$3.06K 0.52% 39
2025
Q4 		$1.46M Buy
12,127
+7
+0.1% +$812 0.38% 53
2025
Q3 		$1.37M Sell
12,120
-467
-4% -$51.9K 0.36% 51
2025
Q2 		$1.36M Buy
12,587
+403
+3% +$43.1K 0.38% 48
2025
Q1 		$1.45M Sell
12,184
-10
-0.1% -$1.11K 0.47% 35
2024
Q4 		$1.31M Buy
12,194
+5
+0% +$585 0.44% 37
2024
Q3 		$1.43M Hold
12,189
– – 0.54% 35
2024
Q2 		$1.4M Hold
12,189
– – 0.58% 34
2024
Q1 		$1.42M Buy
12,189
+228
+2% +$23.9K 0.62% 32
2023
Q4 		$1.2M Sell
11,961
-406
-3% -$42.7K 0.63% 34
2023
Q3 		$1.45M Sell
12,367
-221
-2% -$24.2K 0.85% 24
2023
Q2 		$1.35M Buy
12,588
+19
+0.2% +$2.07K 0.78% 29
2023
Q1 		$1.38M Buy
12,569
+14
+0.1% +$1.55K 0.86% 27
2022
Q4 		$1.38M Sell
12,555
-196
-2% -$21K 0.9% 28
2022
Q3 		$1.11M Buy
12,751
+3
+0% +$274 0.74% 33
2022
Q2 		$1.08M Buy
12,748
+224
+2% +$20.2K 0.73% 34
2022
Q1 		$1.03M Buy
12,524
+486
+4% +$37.8K 0.64% 36
2021
Q4 		$737K Sell
12,038
-607
-5% -$37.9K 0.42% 43
2021
Q3 		$744K Sell
12,645
-264
-2% -$15K 0.43% 42
2021
Q2 		$814K Buy
+12,909
New +$771K 0.55% 39
2020
Q3 		– Sell
-13,822
Closed -$615K – 95
2020
Q2 		$615K Buy
13,822
+428
+3% +$19.2K 0.32% 36
2020
Q1 		$509K Sell
13,394
-207
-2% -$11.4K 0.42% 29
2019
Q4 		$949K Buy
+13,601
New +$941K 0.63% 27

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

One Charles Private Wealth Services's XOM Position: Q2 2026 in Review

One Charles Private Wealth Services increased its ExxonMobil (XOM) stake by 0.27% in Q2 2026, buying an estimated $4.94K and bringing the position to 12,181 shares worth $1.67M. The position accounts for 0.38% of the portfolio, ranked #51.

One Charles Private Wealth Services first reported a position in XOM in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.06M in Q1 2026. 1,386 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • One Charles Private Wealth Services held 12,181 shares of ExxonMobil worth $1.67M as of Q2 2026.
  • One Charles Private Wealth Services bought 33 ExxonMobil shares in Q2 2026, an estimated $4.94K.
  • ExxonMobil made up 0.38% of One Charles Private Wealth Services's portfolio in Q2 2026, its #51 holding.
  • One Charles Private Wealth Services first reported a position in ExxonMobil in Q4 2019 and has held it in 24 quarters since.
  • One Charles Private Wealth Services's ExxonMobil position peaked at $2.06M in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.