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Pasadena Private Wealth’s ExxonMobil XOM Stock Holding History

Pasadena 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 		$269K Buy
1,971
+373
+23% +$55.8K 0.03% 196
2026
Q1 		$271K Buy
+1,598
New +$233K 0.04% 180
2025
Q2 		– Sell
-3,262
Closed -$388K – 216
2025
Q1 		$388K Buy
3,262
+18
+0.6% +$1.99K 0.07% 119
2024
Q4 		$349K Buy
3,244
+70
+2% +$8.19K 0.07% 114
2024
Q3 		$372K Hold
3,174
– – 0.08% 104
2024
Q2 		$365K Sell
3,174
-58
-2% -$6.75K 0.08% 99
2024
Q1 		$376K Buy
3,232
+262
+9% +$27.4K 0.09% 95
2023
Q4 		$297K Buy
2,970
+152
+5% +$16K 0.07% 110
2023
Q3 		$331K Sell
2,818
-1,245
-31% -$137K 0.1% 66
2023
Q2 		$436K Buy
4,063
+241
+6% +$26.3K 0.12% 58
2023
Q1 		$419K Sell
3,822
-726
-16% -$80.3K 0.12% 59
2022
Q4 		$502K Sell
4,548
-66
-1% -$7.07K 0.15% 48
2022
Q3 		$403K Buy
4,614
+1,235
+37% +$113K 0.14% 50
2022
Q2 		$289K Sell
3,379
-982
-23% -$88.6K 0.1% 61
2022
Q1 		$360K Sell
4,361
-1,058
-20% -$82.2K 0.12% 58
2021
Q4 		$332K Buy
5,419
+93
+2% +$5.81K 0.11% 69
2021
Q3 		$313K Buy
5,326
+47
+0.9% +$2.68K 0.11% 62
2021
Q2 		$333K Buy
5,279
+1,171
+29% +$69.9K 0.11% 60
2021
Q1 		$229K Buy
+4,108
New +$215K 0.08% 73
2019
Q1 		– Sell
-8,984
Closed -$613K – 54
2018
Q4 		$613K Buy
+8,984
New +$705K 0.82% 12

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

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

Pasadena Private Wealth increased its ExxonMobil (XOM) stake by 23% in Q2 2026, buying an estimated $55.8K and bringing the position to 1,971 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #196.

Pasadena Private Wealth first reported a position in XOM in Q4 2018 and has held it in 20 quarters since. The position peaked at $613K in Q4 2018. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Pasadena Private Wealth held 1,971 shares of ExxonMobil worth $269K as of Q2 2026.
  • Pasadena Private Wealth bought 373 ExxonMobil shares in Q2 2026, an estimated $55.8K.
  • ExxonMobil made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #196 holding.
  • Pasadena Private Wealth first reported a position in ExxonMobil in Q4 2018 and has held it in 20 quarters since.
  • Pasadena Private Wealth's ExxonMobil position peaked at $613K in Q4 2018.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.