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Quotient Wealth Partners’s ExxonMobil XOM Stock Holding History

Quotient 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
2026
Q2 		$65M Sell
475,070
-24,285
-5% -$3.63M 1.53% 18
2026
Q1 		$84.7M Sell
499,355
-84,801
-15% -$12.4M 2.23% 13
2025
Q4 		$70.3M Sell
584,156
-41,323
-7% -$4.79M 1.87% 13
2025
Q3 		$70.5M Sell
625,479
-4,659
-0.7% -$518K 1.93% 16
2025
Q2 		$67.9M Buy
630,138
+7,857
+1% +$840K 2% 15
2025
Q1 		$74M Buy
622,281
+44,859
+8% +$4.96M 2.36% 15
2024
Q4 		$62.1M Sell
577,422
-5,936
-1% -$694K 2.03% 13
2024
Q3 		$68.4M Sell
583,358
-12,651
-2% -$1.46M 2.25% 13
2024
Q2 		$68.6M Sell
596,009
-12,919
-2% -$1.5M 2.4% 13
2024
Q1 		$70.8M Sell
608,928
-40,247
-6% -$4.21M 2.53% 12
2023
Q4 		$64.9M Buy
+649,175
New +$68.2M 2.52% 12

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

Quotient Wealth Partners's XOM Position: Q2 2026 in Review

Quotient Wealth Partners reduced its ExxonMobil (XOM) stake by 4.9% in Q2 2026, selling an estimated $3.63M and leaving 475,070 shares worth $65M. The position accounts for 1.53% of the portfolio, ranked #18.

Quotient Wealth Partners first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $84.7M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Quotient Wealth Partners held 475,070 shares of ExxonMobil worth $65M as of Q2 2026.
  • Quotient Wealth Partners sold 24,285 ExxonMobil shares in Q2 2026, an estimated $3.63M.
  • ExxonMobil made up 1.53% of Quotient Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Quotient Wealth Partners first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's ExxonMobil position peaked at $84.7M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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