Prestige Wealth Management Group’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.02M | Buy |
29,402
+3,347
| +13% | +$501K | 0.73% | 31 |
|
|
2026
Q1 | $4.42M | Buy |
26,055
+206
| +0.8% | +$30.1K | 0.87% | 25 |
|
|
2025
Q4 | $3.11M | Buy |
25,849
+337
| +1% | +$39.1K | 0.59% | 35 |
|
|
2025
Q3 | $2.88M | Buy |
25,512
+232
| +0.9% | +$25.8K | 0.56% | 34 |
|
|
2025
Q2 | $2.73M | Buy |
25,280
+1,488
| +6% | +$159K | 0.56% | 35 |
|
|
2025
Q1 | $2.83M | Sell |
23,792
-1,530
| -6% | -$169K | 0.6% | 30 |
|
|
2024
Q4 | $2.72M | Buy |
25,322
+306
| +1% | +$35.8K | 0.57% | 35 |
|
|
2024
Q3 | $2.93M | Sell |
25,016
-99
| -0.4% | -$11.4K | 0.61% | 33 |
|
|
2024
Q2 | $2.89M | Sell |
25,115
-3,750
| -13% | -$437K | 0.62% | 35 |
|
|
2024
Q1 | $3.36M | Buy |
28,865
+125
| +0.4% | +$13.1K | 0.72% | 31 |
|
|
2023
Q4 | $2.87M | Sell |
28,740
-707
| -2% | -$74.3K | 0.65% | 32 |
|
|
2023
Q3 | $3.46M | Buy |
29,447
+110
| +0.4% | +$12.1K | 0.85% | 22 |
|
|
2023
Q2 | $3.15M | Buy |
29,337
+4,729
| +19% | +$516K | 0.75% | 24 |
|
|
2023
Q1 | $2.7M | Sell |
24,608
-2
| -0% | -$221 | 0.68% | 28 |
|
|
2022
Q4 | $2.71M | Sell |
24,610
-2,558
| -9% | -$274K | 0.71% | 26 |
|
|
2022
Q3 | $2.37M | Sell |
27,168
-7
| -0% | -$639 | 0.67% | 29 |
|
|
2022
Q2 | $2.33M | Sell |
27,175
-1,784
| -6% | -$161K | 0.63% | 30 |
|
|
2022
Q1 | $2.39M | Sell |
28,959
-28,753
| -50% | -$2.24M | 0.59% | 32 |
|
|
2021
Q4 | $3.53M | Sell |
57,712
-3,998
| -6% | -$250K | 0.84% | 22 |
|
|
2021
Q3 | $3.63M | Buy |
61,710
+5,240
| +9% | +$299K | 0.93% | 22 |
|
|
2021
Q2 | $3.56M | Sell |
56,470
-1,038
| -2% | -$62K | 0.95% | 21 |
|
|
2021
Q1 | $3.21M | Buy |
57,508
+25,137
| +78% | +$1.32M | 0.88% | 20 |
|
|
2020
Q4 | $1.33M | Buy |
32,371
+282
| +0.9% | +$10.6K | 0.37% | 36 |
|
|
2020
Q3 | $1.1M | Sell |
32,089
-2,814
| -8% | -$115K | 0.33% | 38 |
|
|
2020
Q2 | $1.56M | Buy |
34,903
+1,045
| +3% | +$46.9K | 0.55% | 23 |
|
|
2020
Q1 | $1.28M | Sell |
33,858
-9,861
| -23% | -$544K | 0.54% | 25 |
|
|
2019
Q4 | $3.05M | Buy |
43,719
+5,846
| +15% | +$404K | 1.67% | 11 |
|
|
2019
Q3 | $2.67M | Sell |
37,873
-140
| -0.4% | -$10.1K | 1.57% | 11 |
|
|
2019
Q2 | $2.91M | Buy |
38,013
+60
| +0.2% | +$4.64K | 1.76% | 10 |
|
|
2019
Q1 | $3.07M | Sell |
37,953
-305
| -0.8% | -$23.3K | 1.88% | 9 |
|
|
2018
Q4 | $2.61M | Buy |
+38,258
| New | +$3M | 1.92% | 11 |
|
Other funds holding XOM
Prestige Wealth Management Group's XOM Position: Q2 2026 in Review
Prestige Wealth Management Group increased its ExxonMobil (XOM) stake by 13% in Q2 2026, buying an estimated $501K and bringing the position to 29,402 shares worth $4.02M. The position accounts for 0.73% of the portfolio, ranked #31.
Prestige Wealth Management Group first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.42M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Prestige Wealth Management Group held 29,402 shares of ExxonMobil worth $4.02M as of Q2 2026.
- Prestige Wealth Management Group bought 3,347 ExxonMobil shares in Q2 2026, an estimated $501K.
- ExxonMobil made up 0.73% of Prestige Wealth Management Group's portfolio in Q2 2026, its #31 holding.
- Prestige Wealth Management Group first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
- Prestige Wealth Management Group's ExxonMobil position peaked at $4.42M in Q1 2026.
- 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.