Private Wealth Management Group’s ExxonMobil XOM Stock Holding History

Private Wealth Management Group’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	$565K	Buy	4,135 +478	+13%	+$71.5K	0.13%	60
2026 Q1	$620K	Buy	3,657 +94	+3%	+$13.7K	0.16%	49
2025 Q4	$429K	Sell	3,563 -24	-0.7%	-$2.78K	0.11%	59
2025 Q3	$404K	Hold	3,587	–	–	0.11%	58
2025 Q2	$387K	Sell	3,587 -302	-8%	-$32.3K	0.13%	60
2025 Q1	$463K	Buy	3,889 +170	+5%	+$18.8K	0.17%	48
2024 Q4	$400K	Sell	3,719 -324	-8%	-$37.9K	0.15%	53
2024 Q3	$474K	Buy	4,043 +9	+0.2%	+$1.04K	0.19%	49
2024 Q2	$464K	Buy	4,034 +430	+12%	+$50.1K	0.2%	48
2024 Q1	$419K	Sell	3,604 -300	-8%	-$31.4K	0.19%	47
2023 Q4	$390K	Buy	+3,904	New	+$410K	0.19%	45

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 Management Group's XOM Position: Q2 2026 in Review

Private Wealth Management Group increased its ExxonMobil (XOM) stake by 13% in Q2 2026, buying an estimated $71.5K and bringing the position to 4,135 shares worth $565K. The position accounts for 0.13% of the portfolio, ranked #60.

Private Wealth Management Group first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $620K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Private Wealth Management Group held 4,135 shares of ExxonMobil worth $565K as of Q2 2026.
Private Wealth Management Group bought 478 ExxonMobil shares in Q2 2026, an estimated $71.5K.
ExxonMobil made up 0.13% of Private Wealth Management Group's portfolio in Q2 2026, its #60 holding.
Private Wealth Management Group first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's ExxonMobil position peaked at $620K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.