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ORG Wealth Partners’s ExxonMobil XOM Stock Holding History

ORG 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 		$6.15M Sell
44,969
-13,174
-23% -$1.97M 0.92% 14
2026
Q1 		$9.86M Buy
58,143
+2,184
+4% +$319K 1.94% 7
2025
Q4 		$6.74M Buy
55,959
+2,144
+4% +$249K 1.58% 7
2025
Q3 		$6.07M Buy
53,815
+2,921
+6% +$325K 1.29% 9
2025
Q2 		$5.56M Sell
50,894
-3,951
-7% -$422K 1.33% 10
2025
Q1 		$6.53M Buy
54,845
+21,651
+65% +$2.39M 2.01% 6
2024
Q4 		$3.57M Sell
33,194
-2,903
-8% -$340K 1.1% 10
2024
Q3 		$4.23M Buy
+36,097
New +$4.17M 1.41% 8

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

ORG Wealth Partners's XOM Position: Q2 2026 in Review

ORG Wealth Partners reduced its ExxonMobil (XOM) stake by 23% in Q2 2026, selling an estimated $1.97M and leaving 44,969 shares worth $6.15M. The position accounts for 0.92% of the portfolio, ranked #14.

ORG Wealth Partners first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.86M in Q1 2026. 4,265 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • ORG Wealth Partners held 44,969 shares of ExxonMobil worth $6.15M as of Q2 2026.
  • ORG Wealth Partners sold 13,174 ExxonMobil shares in Q2 2026, an estimated $1.97M.
  • ExxonMobil made up 0.92% of ORG Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • ORG Wealth Partners first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's ExxonMobil position peaked at $9.86M in Q1 2026.
  • 4,265 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.