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Peterson Wealth Management’s ExxonMobil XOM Stock Holding History

Peterson 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 		$323K Sell
2,364
-127
-5% -$19K 0.15% 37
2026
Q1 		$423K Buy
2,491
+17
+0.7% +$2.48K 0.25% 33
2025
Q4 		$298K Buy
2,474
+21
+0.9% +$2.44K 0.22% 33
2025
Q3 		$277K Buy
2,453
+22
+0.9% +$2.45K 0.19% 35
2025
Q2 		$262K Sell
2,431
-86
-3% -$9.19K 0.16% 36
2025
Q1 		$299K Buy
2,517
+81
+3% +$8.96K 0.2% 45
2024
Q4 		$262K Buy
2,436
+401
+20% +$46.9K 0.16% 44
2024
Q3 		$239K Buy
2,035
+50
+3% +$5.77K 0.15% 45
2024
Q2 		$229K Sell
1,985
-84
-4% -$9.78K 0.14% 49
2024
Q1 		$241K Sell
2,069
-6
-0.3% -$628 0.17% 51
2023
Q4 		$207K Sell
2,075
-21
-1% -$2.21K 0.19% 50
2023
Q3 		$246K Sell
2,096
-163
-7% -$17.9K 0.2% 55
2023
Q2 		$242K Sell
2,259
-76
-3% -$8.29K 0.19% 63
2023
Q1 		$256K Buy
2,335
+60
+3% +$6.64K 0.25% 54
2022
Q4 		$251K Buy
+2,275
New +$244K 0.26% 50
2022
Q2 		– Sell
-2,458
Closed -$203K – 63
2022
Q1 		$203K Buy
+2,458
New +$191K 0.14% 59

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

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

Peterson Wealth Management reduced its ExxonMobil (XOM) stake by 5.1% in Q2 2026, selling an estimated $19K and leaving 2,364 shares worth $323K. The position accounts for 0.15% of the portfolio, ranked #37.

Peterson Wealth Management first reported a position in XOM in Q1 2022 and has held it in 16 quarters since. The position peaked at $423K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Peterson Wealth Management held 2,364 shares of ExxonMobil worth $323K as of Q2 2026.
  • Peterson Wealth Management sold 127 ExxonMobil shares in Q2 2026, an estimated $19K.
  • ExxonMobil made up 0.15% of Peterson Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Peterson Wealth Management first reported a position in ExxonMobil in Q1 2022 and has held it in 16 quarters since.
  • Peterson Wealth Management's ExxonMobil position peaked at $423K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.