Sagespring Wealth Partners’s ExxonMobil XOM Stock Holding History

Sagespring 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	$9.24M	Sell	67,576 -525	-0.8%	-$78.6K	0.14%	84
2026 Q1	$11.6M	Buy	68,101 +2,008	+3%	+$293K	0.21%	65
2025 Q4	$7.95M	Buy	66,093 +6,510	+11%	+$755K	0.14%	86
2025 Q3	$6.72M	Sell	59,583 -247	-0.4%	-$27.5K	0.13%	87
2025 Q2	$6.45M	Buy	59,830 +3,482	+6%	+$372K	0.14%	85
2025 Q1	$6.7M	Buy	56,348 +10,468	+23%	+$1.16M	0.17%	70
2024 Q4	$4.94M	Buy	+45,880	New	+$5.37M	0.13%	80

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

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

Sagespring Wealth Partners reduced its ExxonMobil (XOM) stake by 0.77% in Q2 2026, selling an estimated $78.6K and leaving 67,576 shares worth $9.24M. The position accounts for 0.14% of the portfolio, ranked #84.

Sagespring Wealth Partners first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.6M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sagespring Wealth Partners held 67,576 shares of ExxonMobil worth $9.24M as of Q2 2026.
Sagespring Wealth Partners sold 525 ExxonMobil shares in Q2 2026, an estimated $78.6K.
ExxonMobil made up 0.14% of Sagespring Wealth Partners's portfolio in Q2 2026, its #84 holding.
Sagespring Wealth Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's ExxonMobil position peaked at $11.6M in Q1 2026.
4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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