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Osprey Private Wealth’s ExxonMobil XOM Stock Holding History

Osprey Private 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 		$1.53M Buy
11,193
+605
+6% +$90.5K 0.4% 45
2026
Q1 		$1.8M Sell
10,588
-2,000
-16% -$292K 0.52% 42
2025
Q4 		$1.51M Buy
12,588
+1,000
+9% +$116K 0.44% 41
2025
Q3 		$1.31M Buy
11,588
+7,288
+169% +$810K 0.47% 38
2025
Q2 		$482K Hold
4,300
– – 0.26% 41
2025
Q1 		$511K Buy
4,300
+1,200
+39% +$133K 0.3% 39
2024
Q4 		$333K Hold
3,100
– – 0.23% 40
2024
Q3 		$363K Buy
+3,100
New +$358K 0.25% 40

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

Osprey Private Wealth's XOM Position: Q2 2026 in Review

Osprey Private Wealth increased its ExxonMobil (XOM) stake by 5.7% in Q2 2026, buying an estimated $90.5K and bringing the position to 11,193 shares worth $1.53M. The position accounts for 0.4% of the portfolio, ranked #45.

Osprey Private Wealth first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Osprey Private Wealth held 11,193 shares of ExxonMobil worth $1.53M as of Q2 2026.
  • Osprey Private Wealth bought 605 ExxonMobil shares in Q2 2026, an estimated $90.5K.
  • ExxonMobil made up 0.4% of Osprey Private Wealth's portfolio in Q2 2026, its #45 holding.
  • Osprey Private Wealth first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
  • Osprey Private Wealth's ExxonMobil position peaked at $1.8M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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