Private Wealth Asset Management’s ExxonMobil XOM Stock Holding History

Private Wealth Asset 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	$8.7M	Buy	63,651 +2,886	+5%	+$432K	0.84%	27
2026 Q1	$10.3M	Buy	60,765 +2,296	+4%	+$335K	1.1%	19
2025 Q4	$7.04M	Sell	58,469 -2,544	-4%	-$295K	0.77%	28
2025 Q3	$6.88M	Sell	61,013 -16,146	-21%	-$1.79M	0.81%	25
2025 Q2	$8.32M	Sell	77,159 -7,987	-9%	-$854K	1.1%	22
2025 Q1	$10.1M	Buy	+85,146	New	+$9.42M	1.46%	13

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

Private Wealth Asset Management's XOM Position: Q2 2026 in Review

Private Wealth Asset Management increased its ExxonMobil (XOM) stake by 4.7% in Q2 2026, buying an estimated $432K and bringing the position to 63,651 shares worth $8.7M. The position accounts for 0.84% of the portfolio, ranked #27.

Private Wealth Asset Management first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.3M in Q1 2026. 4,265 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Private Wealth Asset Management held 63,651 shares of ExxonMobil worth $8.7M as of Q2 2026.
Private Wealth Asset Management bought 2,886 ExxonMobil shares in Q2 2026, an estimated $432K.
ExxonMobil made up 0.84% of Private Wealth Asset Management's portfolio in Q2 2026, its #27 holding.
Private Wealth Asset Management first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's ExxonMobil position peaked at $10.3M in Q1 2026.
4,265 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.