Pines Wealth Management’s ExxonMobil XOM Stock Holding History

Pines 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	–	Sell	-25,486	Closed	-$4.32M	–	232
2026 Q1	$4.32M	Sell	25,486 -517	-2%	-$75.4K	1.4%	17
2025 Q4	$3.13M	Buy	26,003 +1,079	+4%	+$125K	1.01%	20
2025 Q3	$2.81M	Sell	24,924 -519	-2%	-$57.7K	0.95%	22
2025 Q2	$2.85M	Buy	25,443 +243	+1%	+$26K	1.01%	20
2025 Q1	$2.54M	Buy	25,200 +923	+4%	+$102K	1.17%	19
2024 Q4	$2.59M	Buy	+24,277	New	+$2.84M	1.13%	21

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

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

Pines Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 25,486 shares — an estimated $4.32M sold.

Pines Wealth Management first reported a position in XOM in Q4 2024 and held it in 6 quarters. The position peaked at $4.32M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Pines Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Pines Wealth Management sold 25,486 ExxonMobil shares in Q2 2026, an estimated $4.32M.
Pines Wealth Management first reported a position in ExxonMobil in Q4 2024 and held it in 6 quarters.
Pines Wealth Management's ExxonMobil position peaked at $4.32M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.