Oxford Wealth Group’s ExxonMobil XOM Stock Holding History

Oxford Wealth Group’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	–	Sell	-6,611	Closed	-$1.12M	–	94
2026 Q1	$1.12M	Sell	6,611 -9	-0.1%	-$1.31K	0.61%	37
2025 Q4	$797K	Buy	+6,620	New	+$768K	0.39%	45
2024 Q4	$1.86M	Sell	17,257 -1,066	-6%	-$125K	1.2%	15
2024 Q3	$2.15M	Sell	18,323 -2,835	-13%	-$327K	1.75%	13
2024 Q2	$2.44M	Buy	21,158 +4,972	+31%	+$579K	1.67%	15
2024 Q1	$1.88M	Buy	+16,186	New	+$1.69M	1.71%	14

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 $3.38T AUM 44.17% 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

Oxford Wealth Group's XOM Position: Q2 2026 in Review

Oxford Wealth Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 6,611 shares — an estimated $1.12M sold.

Oxford Wealth Group first reported a position in XOM in Q1 2024 and held it in 6 quarters. The position peaked at $2.44M in Q2 2024. 4,281 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Oxford Wealth Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Oxford Wealth Group sold 6,611 ExxonMobil shares in Q2 2026, an estimated $1.12M.
Oxford Wealth Group first reported a position in ExxonMobil in Q1 2024 and held it in 6 quarters.
Oxford Wealth Group's ExxonMobil position peaked at $2.44M in Q2 2024.
4,281 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.