Philip James Wealth Mangement’s ExxonMobil XOM Stock Holding History

Philip James Wealth Mangement’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	$57.9M	Sell	423,584 -16,656	-4%	-$2.49M	6.52%	2
2026 Q1	$74.7M	Sell	440,240 -22,570	-5%	-$3.29M	8.59%	2
2025 Q4	$55.7M	Sell	462,810 -2,067	-0.4%	-$240K	6.45%	2
2025 Q3	$52.4M	Sell	464,877 -4,844	-1%	-$538K	6.12%	2
2025 Q2	$50.6M	Sell	469,721 -7,201	-2%	-$770K	6.46%	2
2025 Q1	$56.7M	Sell	476,922 -904	-0.2%	-$100K	6.9%	2
2024 Q4	$51.4M	Sell	477,826 -19,092	-4%	-$2.23M	6.64%	2
2024 Q3	$58.2M	Buy	+496,918	New	+$57.4M	7.15%	2
2024 Q2	–	Sell	-1,795	Closed	-$209K	–	84
2024 Q1	$209K	Buy	+1,795	New	+$188K	0.15%	72

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

Philip James Wealth Mangement's XOM Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its ExxonMobil (XOM) stake by 3.8% in Q2 2026, selling an estimated $2.49M and leaving 423,584 shares worth $57.9M. The position accounts for 6.52% of the portfolio, ranked #2.

Philip James Wealth Mangement first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. The position peaked at $74.7M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Philip James Wealth Mangement held 423,584 shares of ExxonMobil worth $57.9M as of Q2 2026.
Philip James Wealth Mangement sold 16,656 ExxonMobil shares in Q2 2026, an estimated $2.49M.
ExxonMobil made up 6.52% of Philip James Wealth Mangement's portfolio in Q2 2026, its #2 holding.
Philip James Wealth Mangement first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
Philip James Wealth Mangement's ExxonMobil position peaked at $74.7M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.