Perfromance Wealth Partners’s ExxonMobil XOM Stock Holding History

Perfromance Wealth Partners’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	-46,491	Closed	-$7.89M	–	247
2026 Q1	$7.89M	Buy	46,491 +41,675	+865%	+$6.08M	0.23%	27
2025 Q4	$580K	Buy	4,816 +853	+22%	+$98.9K	0.02%	113
2025 Q3	$447K	Buy	3,963 +166	+4%	+$18.5K	0.01%	129
2025 Q2	$409K	Buy	3,797 +1,682	+80%	+$180K	0.01%	125
2025 Q1	$252K	Sell	2,115 -78	-4%	-$8.63K	0.01%	148
2024 Q4	$236K	Buy	+2,193	New	+$257K	0.01%	159
2024 Q1	–	Sell	-134,848	Closed	-$13.5M	–	186
2023 Q4	$13.5M	Sell	134,848 -14,062	-9%	-$1.48M	0.59%	18
2023 Q3	$17.5M	Buy	148,910 +126,857	+575%	+$13.9M	0.85%	14
2023 Q2	$2.36M	Buy	22,053 +5,591	+34%	+$610K	0.11%	58
2023 Q1	$1.81M	Buy	16,462 +11,176	+211%	+$1.24M	0.09%	64
2022 Q4	$583K	Buy	+5,286	New	+$566K	0.04%	93

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

Perfromance Wealth Partners's XOM Position: Q2 2026 in Review

Perfromance Wealth Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 46,491 shares — an estimated $7.89M sold.

Perfromance Wealth Partners first reported a position in XOM in Q4 2022 and held it in 11 quarters. The position peaked at $17.5M in Q3 2023. 4,262 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Perfromance Wealth Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Perfromance Wealth Partners sold 46,491 ExxonMobil shares in Q2 2026, an estimated $7.89M.
Perfromance Wealth Partners first reported a position in ExxonMobil in Q4 2022 and held it in 11 quarters.
Perfromance Wealth Partners's ExxonMobil position peaked at $17.5M in Q3 2023.
4,262 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.