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Puff Wealth Management’s ExxonMobil XOM Stock Holding History

Puff Wealth 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 		$631K Buy
+4,613
New +$690K 0.64% 42
2025
Q4 		$528K Buy
4,308
+48
+1% +$5.57K 0.68% 45
2025
Q3 		$480K Sell
4,260
-23
-0.5% -$2.56K 0.73% 39
2025
Q2 		$462K Buy
4,283
+55
+1% +$5.88K 0.34% 64
2025
Q1 		$503K Buy
4,228
+59
+1% +$6.53K 0.47% 54
2024
Q4 		$448K Buy
+4,169
New +$488K 0.78% 38

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Puff Wealth Management's XOM Position: Q2 2026 in Review

Puff Wealth Management opened a new position in ExxonMobil (XOM) in Q2 2026: 4,613 shares worth $631K. The stake represents 0.64% of the portfolio and ranks #42 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in XOM as recently as Q4 2025.

Puff Wealth Management first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Puff Wealth Management held 4,613 shares of ExxonMobil worth $631K as of Q2 2026.
  • ExxonMobil was a new Puff Wealth Management position in Q2 2026.
  • ExxonMobil made up 0.64% of Puff Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Puff Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.