Sard Wealth Management Group’s ExxonMobil XOM Stock Holding History

Sard Wealth Management Group’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	$1.03M	Buy	7,533 +3	+0%	+$449	0.49%	22
2026 Q1	$1.28M	Sell	7,530 -97	-1%	-$14.2K	0.69%	19
2025 Q4	$918K	Buy	7,627 +270	+4%	+$31.3K	0.5%	22
2025 Q3	$830K	Buy	7,357 +17	+0.2%	+$1.89K	0.47%	21
2025 Q2	$791K	Buy	7,340 +98	+1%	+$10.5K	0.49%	21
2025 Q1	$861K	Sell	7,242 -13	-0.2%	-$1.44K	0.58%	18
2024 Q4	$780K	Sell	7,255 -6	-0.1%	-$702	0.52%	18
2024 Q3	$851K	Sell	7,261 -3,732	-34%	-$431K	0.56%	18
2024 Q2	$1.27M	Buy	10,993 +10	+0.1%	+$1.17K	0.89%	15
2024 Q1	$1.28M	Sell	10,983 -46	-0.4%	-$4.81K	1.15%	14
2023 Q4	$1.1M	Buy	+11,029	New	+$1.16M	1.11%	13

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

Sard Wealth Management Group's XOM Position: Q2 2026 in Review

Sard Wealth Management Group increased its ExxonMobil (XOM) stake by 0.04% in Q2 2026, buying an estimated $449 and bringing the position to 7,533 shares worth $1.03M. The position accounts for 0.49% of the portfolio, ranked #22.

Sard Wealth Management Group first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q1 2026. 4,265 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sard Wealth Management Group held 7,533 shares of ExxonMobil worth $1.03M as of Q2 2026.
Sard Wealth Management Group bought 3 ExxonMobil shares in Q2 2026, an estimated $449.
ExxonMobil made up 0.49% of Sard Wealth Management Group's portfolio in Q2 2026, its #22 holding.
Sard Wealth Management Group first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Sard Wealth Management Group's ExxonMobil position peaked at $1.28M in Q1 2026.
4,265 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.