Private Wealth Partners’s ExxonMobil XOM Stock Holding History

Private Wealth Partners’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
2020 Q4	–	Sell	-9,500	Closed	-$2K	–	130
2020 Q3	$2K	Sell	9,500 -200	-2%	-$8.18K	﹤0.01%	113
2020 Q2	$1K	Hold	9,700	–	–	﹤0.01%	109
2020 Q1	$65K	Hold	9,700	–	–	0.01%	114
2019 Q4	$1K	Buy	+9,700	New	+$671K	﹤0.01%	123
2019 Q3	–	Sell	-6,600	Closed	-$2K	–	140
2019 Q2	$2K	Buy	+6,600	New	+$511K	﹤0.01%	132

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 $3.38T AUM 44.17% 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 Partners's XOM Position: Q2 2026 in Review

Private Wealth Partners increased its ExxonMobil (XOM) stake by 12% in Q2 2026, buying an estimated $107K and bringing the position to 6,815 shares worth $932K. The position accounts for 0.07% of the portfolio, ranked #106.

Private Wealth Partners first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.02M in Q2 2013. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Private Wealth Partners held 6,815 shares of ExxonMobil worth $932K as of Q2 2026.
Private Wealth Partners bought 715 ExxonMobil shares in Q2 2026, an estimated $107K.
ExxonMobil made up 0.07% of Private Wealth Partners's portfolio in Q2 2026, its #106 holding.
Private Wealth Partners first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
Private Wealth Partners's ExxonMobil position peaked at $7.02M in Q2 2013.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.