Principle Wealth Partners’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 | $12.9M | Sell |
94,098
-2,684
| -3% | -$402K | 0.64% | 36 |
|
|
2026
Q1 | $16.4M | Sell |
96,782
-1,772
| -2% | -$259K | 0.94% | 22 |
|
|
2025
Q4 | $11.9M | Buy |
98,554
+14,623
| +17% | +$1.7M | 0.67% | 33 |
|
|
2025
Q3 | $9.46M | Buy |
83,931
+3,106
| +4% | +$345K | 0.55% | 38 |
|
|
2025
Q2 | $8.71M | Buy |
80,825
+9,097
| +13% | +$972K | 0.54% | 38 |
|
|
2025
Q1 | $8.53M | Sell |
71,728
-518
| -0.7% | -$57.3K | 0.61% | 40 |
|
|
2024
Q4 | $7.77M | Sell |
72,246
-88
| -0.1% | -$10.3K | 0.55% | 43 |
|
|
2024
Q3 | $8.48M | Buy |
72,334
+1,927
| +3% | +$223K | 0.6% | 42 |
|
|
2024
Q2 | $8.11M | Sell |
70,407
-862
| -1% | -$100K | 0.62% | 41 |
|
|
2024
Q1 | $8.28M | Sell |
71,269
-469
| -0.7% | -$49.1K | 0.65% | 39 |
|
|
2023
Q4 | $7.17M | Sell |
71,738
-185
| -0.3% | -$19.4K | 0.62% | 43 |
|
|
2023
Q3 | $8.46M | Buy |
71,923
+716
| +1% | +$78.5K | 0.85% | 27 |
|
|
2023
Q2 | $7.64M | Buy |
71,207
+1,198
| +2% | +$131K | 0.77% | 33 |
|
|
2023
Q1 | $7.68M | Sell |
70,009
-453
| -0.6% | -$50.1K | 0.82% | 28 |
|
|
2022
Q4 | $7.77M | Sell |
70,462
-520
| -0.7% | -$55.7K | 0.88% | 23 |
|
|
2022
Q3 | $6.2K | Buy |
70,982
+3,595
| +5% | +$328K | 0.58% | 29 |
|
|
2022
Q2 | $5.77M | Sell |
67,387
-2,719
| -4% | -$245K | 0.69% | 34 |
|
|
2022
Q1 | $5.79M | Buy |
70,106
+204
| +0.3% | +$15.9K | 0.61% | 37 |
|
|
2021
Q4 | $4.28M | Sell |
69,902
-1,611
| -2% | -$101K | 0.45% | 53 |
|
|
2021
Q3 | $4.21M | Sell |
71,513
-212
| -0.3% | -$12.1K | 0.49% | 45 |
|
|
2021
Q2 | $4.52M | Buy |
71,725
+681
| +1% | +$40.7K | 0.51% | 40 |
|
|
2021
Q1 | $22.5M | Buy |
71,044
+5,819
| +9% | +$305K | 2.64% | 7 |
|
|
2020
Q4 | $2.69M | Buy |
65,225
+49,653
| +319% | +$1.86M | 0.35% | 61 |
|
|
2020
Q3 | $535K | Sell |
15,572
-3,691
| -19% | -$151K | 0.15% | 83 |
|
|
2020
Q2 | $861K | Sell |
19,263
-850
| -4% | -$38.1K | 0.25% | 56 |
|
|
2020
Q1 | $764K | Buy |
20,113
+437
| +2% | +$24.1K | 0.29% | 53 |
|
|
2019
Q4 | $1.37M | Sell |
19,676
-133
| -0.7% | -$9.2K | 0.44% | 49 |
|
|
2019
Q3 | $1.4M | Buy |
19,809
+4,625
| +30% | +$334K | 0.48% | 45 |
|
|
2019
Q2 | $1.16M | Buy |
15,184
+308
| +2% | +$23.8K | 0.6% | 40 |
|
|
2019
Q1 | $1.2M | Sell |
14,876
-1,802
| -11% | -$137K | 0.69% | 35 |
|
|
2018
Q4 | $1.14M | Buy |
+16,678
| New | +$1.31M | 0.95% | 32 |
|
Other funds holding XOM
Principle Wealth Partners's XOM Position: Q2 2026 in Review
Principle Wealth Partners reduced its ExxonMobil (XOM) stake by 2.8% in Q2 2026, selling an estimated $402K and leaving 94,098 shares worth $12.9M. The position accounts for 0.64% of the portfolio, ranked #36.
Principle Wealth Partners first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $22.5M in Q1 2021. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Principle Wealth Partners held 94,098 shares of ExxonMobil worth $12.9M as of Q2 2026.
- Principle Wealth Partners sold 2,684 ExxonMobil shares in Q2 2026, an estimated $402K.
- ExxonMobil made up 0.64% of Principle Wealth Partners's portfolio in Q2 2026, its #36 holding.
- Principle Wealth Partners first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
- Principle Wealth Partners's ExxonMobil position peaked at $22.5M in Q1 2021.
- 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.