Regimen Wealth’s ExxonMobil XOM Stock Holding History

Regimen Wealth’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	$223K	Buy	1,631 +6	+0.4%	+$898	0.06%	71
2026 Q1	$276K	Buy	+1,625	New	+$237K	0.08%	61

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

Regimen Wealth's XOM Position: Q2 2026 in Review

Regimen Wealth increased its ExxonMobil (XOM) stake by 0.37% in Q2 2026, buying an estimated $898 and bringing the position to 1,631 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #71.

Regimen Wealth first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $276K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Regimen Wealth held 1,631 shares of ExxonMobil worth $223K as of Q2 2026.
Regimen Wealth bought 6 ExxonMobil shares in Q2 2026, an estimated $898.
ExxonMobil made up 0.06% of Regimen Wealth's portfolio in Q2 2026, its #71 holding.
Regimen Wealth first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
Regimen Wealth's ExxonMobil position peaked at $276K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.