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Palumbo Wealth Management’s ExxonMobil XOM Stock Holding History

Palumbo 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 		$764K Buy
5,588
+99
+2% +$14.8K 0.16% 99
2026
Q1 		$931K Buy
5,489
+55
+1% +$8.03K 0.23% 76
2025
Q4 		$654K Buy
5,434
+15
+0.3% +$1.74K 0.16% 100
2025
Q3 		$464K Buy
5,419
+688
+15% +$76.5K 0.15% 96
2025
Q2 		$510K Sell
4,731
-933
-16% -$99.7K 0.16% 99
2025
Q1 		$674K Buy
5,664
+1,490
+36% +$165K 0.23% 69
2024
Q4 		$449K Hold
4,174
– – 0.17% 93
2024
Q3 		$489K Sell
4,174
-12
-0.3% -$1.39K 0.19% 83
2024
Q2 		$482K Buy
4,186
+130
+3% +$15.1K 0.2% 78
2024
Q1 		$472K Buy
4,056
+257
+7% +$26.9K 0.21% 79
2023
Q4 		$380K Buy
3,799
+36
+1% +$3.78K 0.19% 87
2023
Q3 		$442K Sell
3,763
-177
-4% -$19.4K 0.24% 72
2023
Q2 		$423K Buy
3,940
+1
+0% +$109 0.26% 68
2023
Q1 		$432K Buy
3,939
+566
+17% +$62.6K 0.29% 63
2022
Q4 		$372K Buy
3,373
+236
+8% +$25.3K 0.3% 62
2022
Q3 		$274K Sell
3,137
-299
-9% -$27.3K 0.23% 68
2022
Q2 		$294K Sell
3,436
-112
-3% -$10.1K 0.23% 67
2022
Q1 		$293K Buy
3,548
+2
+0.1% +$155 0.19% 76
2021
Q4 		$217K Sell
3,546
-8,823
-71% -$551K 0.14% 87
2021
Q3 		$728K Buy
12,369
+137
+1% +$7.81K 0.48% 47
2021
Q2 		$772K Buy
12,232
+8,419
+221% +$503K 0.52% 47
2021
Q1 		$213K Buy
+3,813
New +$200K 0.16% 93

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

Palumbo Wealth Management's XOM Position: Q2 2026 in Review

Palumbo Wealth Management increased its ExxonMobil (XOM) stake by 1.8% in Q2 2026, buying an estimated $14.8K and bringing the position to 5,588 shares worth $764K. The position accounts for 0.16% of the portfolio, ranked #99.

Palumbo Wealth Management first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $931K in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Palumbo Wealth Management held 5,588 shares of ExxonMobil worth $764K as of Q2 2026.
  • Palumbo Wealth Management bought 99 ExxonMobil shares in Q2 2026, an estimated $14.8K.
  • ExxonMobil made up 0.16% of Palumbo Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Palumbo Wealth Management first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
  • Palumbo Wealth Management's ExxonMobil position peaked at $931K in Q1 2026.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.