Sagace Wealth Management’s ExxonMobil XOM Stock Holding History

Sagace 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	$390K	Sell	2,849 -4	-0.1%	-$599	0.24%	51
2026 Q1	$484K	Sell	2,853 -608	-18%	-$88.7K	0.32%	46
2025 Q4	$416K	Buy	3,461 +16	+0.5%	+$1.86K	0.28%	50
2025 Q3	$388K	Buy	3,445 +90	+3%	+$10K	0.26%	49
2025 Q2	$362K	Buy	3,355 +238	+8%	+$25.4K	0.27%	48
2025 Q1	$371K	Buy	3,117 +145	+5%	+$16K	0.28%	52
2024 Q4	$320K	Sell	2,972 -250	-8%	-$29.2K	0.24%	54
2024 Q3	$400K	Buy	3,222 +1,281	+66%	+$148K	0.31%	47
2024 Q2	$224K	Buy	+1,941	New	+$226K	0.22%	47

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

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

Sagace Wealth Management reduced its ExxonMobil (XOM) stake by 0.14% in Q2 2026, selling an estimated $599 and leaving 2,849 shares worth $390K. The position accounts for 0.24% of the portfolio, ranked #51.

Sagace Wealth Management first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $484K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sagace Wealth Management held 2,849 shares of ExxonMobil worth $390K as of Q2 2026.
Sagace Wealth Management sold 4 ExxonMobil shares in Q2 2026, an estimated $599.
ExxonMobil made up 0.24% of Sagace Wealth Management's portfolio in Q2 2026, its #51 holding.
Sagace Wealth Management first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Sagace Wealth Management's ExxonMobil position peaked at $484K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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