Patrick M. Sweeney & Associates’s ExxonMobil XOM Stock Holding History

Patrick M. Sweeney & Associates’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	$983K	Sell	7,193 -299	-4%	-$44.8K	0.56%	42
2026 Q1	$1.27M	Buy	7,492 +127	+2%	+$18.5K	0.81%	26
2025 Q4	$886K	Buy	7,365 +127	+2%	+$14.7K	0.55%	44
2025 Q3	$816K	Buy	7,238 +112	+2%	+$12.5K	0.53%	48
2025 Q2	$800K	Buy	7,126 +356	+5%	+$38.1K	0.55%	45
2025 Q1	$805K	Sell	6,770 -99	-1%	-$10.9K	0.6%	38
2024 Q4	$739K	Buy	6,869 +1	+0%	+$117	0.55%	48
2024 Q3	$805K	Buy	6,868 +104	+2%	+$12K	0.59%	41
2024 Q2	$779K	Buy	6,764 +271	+4%	+$31.6K	0.63%	35
2024 Q1	$755K	Buy	6,493 +201	+3%	+$21K	0.62%	39
2023 Q4	$629K	Buy	+6,292	New	+$661K	0.58%	43

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 $3.37T AUM 44.26% 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

Patrick M. Sweeney & Associates's XOM Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its ExxonMobil (XOM) stake by 4% in Q2 2026, selling an estimated $44.8K and leaving 7,193 shares worth $983K. The position accounts for 0.56% of the portfolio, ranked #42.

Patrick M. Sweeney & Associates first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Patrick M. Sweeney & Associates held 7,193 shares of ExxonMobil worth $983K as of Q2 2026.
Patrick M. Sweeney & Associates sold 299 ExxonMobil shares in Q2 2026, an estimated $44.8K.
ExxonMobil made up 0.56% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #42 holding.
Patrick M. Sweeney & Associates first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's ExxonMobil position peaked at $1.27M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.