Precedent Wealth Partners’s ExxonMobil XOM Stock Holding History

Precedent 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	$4.81M	Buy	35,202 +275	+0.8%	+$41.2K	0.8%	31
2026 Q1	$5.93M	Sell	34,927 -951	-3%	-$139K	1.19%	21
2025 Q4	$4.32M	Buy	35,878 +902	+3%	+$105K	0.91%	26
2025 Q3	$3.94M	Buy	34,976 +1,038	+3%	+$115K	0.87%	29
2025 Q2	$3.66M	Sell	33,938 -14,835	-30%	-$1.59M	0.9%	26
2025 Q1	$5.8M	Buy	48,773 +26,679	+121%	+$2.95M	1.61%	17
2024 Q4	$2.38M	Buy	22,094 +182	+0.8%	+$21.3K	0.78%	35
2024 Q3	$2.57M	Buy	21,912 +2,085	+11%	+$241K	0.85%	33
2024 Q2	$2.28M	Buy	19,827 +2,620	+15%	+$305K	0.92%	28
2024 Q1	$2M	Buy	17,207 +869	+5%	+$90.9K	0.86%	28
2023 Q4	$1.63M	Buy	+16,338	New	+$1.72M	0.83%	27

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

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

Precedent Wealth Partners increased its ExxonMobil (XOM) stake by 0.79% in Q2 2026, buying an estimated $41.2K and bringing the position to 35,202 shares worth $4.81M. The position accounts for 0.8% of the portfolio, ranked #31.

Precedent Wealth Partners first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.93M in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Precedent Wealth Partners held 35,202 shares of ExxonMobil worth $4.81M as of Q2 2026.
Precedent Wealth Partners bought 275 ExxonMobil shares in Q2 2026, an estimated $41.2K.
ExxonMobil made up 0.8% of Precedent Wealth Partners's portfolio in Q2 2026, its #31 holding.
Precedent Wealth Partners first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's ExxonMobil position peaked at $5.93M in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.