Precision Wealth Strategies’s ExxonMobil XOM Stock Holding History

Precision Wealth Strategies’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	-1,333	Closed	-$226K	–	193
2026 Q1	$226K	Sell	1,333 -395	-23%	-$57.6K	0.08%	152
2025 Q4	$208K	Buy	+1,728	New	+$200K	0.07%	155
2023 Q3	–	Sell	-4,067	Closed	-$436K	–	110
2023 Q2	$436K	Sell	4,067 -506	-11%	-$55.2K	0.71%	34
2023 Q1	$501K	Sell	4,573 -46	-1%	-$5.09K	0.79%	26
2022 Q4	$509K	Buy	+4,619	New	+$495K	0.53%	37
2022 Q2	–	Sell	-2,701	Closed	-$223K	–	186
2022 Q1	$223K	Buy	+2,701	New	+$210K	0.13%	154

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

Precision Wealth Strategies's XOM Position: Q2 2026 in Review

Precision Wealth Strategies sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,333 shares — an estimated $226K sold.

Precision Wealth Strategies first reported a position in XOM in Q1 2022 and held it in 6 quarters. The position peaked at $509K in Q4 2022. 4,272 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Precision Wealth Strategies reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Precision Wealth Strategies sold 1,333 ExxonMobil shares in Q2 2026, an estimated $226K.
Precision Wealth Strategies first reported a position in ExxonMobil in Q1 2022 and held it in 6 quarters.
Precision Wealth Strategies's ExxonMobil position peaked at $509K in Q4 2022.
4,272 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.