Seaside Wealth Management
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Seaside Wealth Management’s ExxonMobil XOM Stock Holding History

Seaside 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
Q3 		$967K Buy
+5,943
New +$929K 0.24% 25
2026
Q2 		– Sell
-5,121
Closed -$869K – 74
2026
Q1 		$869K Sell
5,121
-177
-3% -$25.8K 0.24% 27
2025
Q4 		$638K Buy
5,298
+128
+2% +$14.8K 0.18% 33
2025
Q3 		$583K Sell
5,170
-70
-1% -$7.78K 0.17% 35
2025
Q2 		$565K Buy
5,240
+83
+2% +$8.87K 0.18% 34
2025
Q1 		$613K Buy
5,157
+93
+2% +$10.3K 0.22% 30
2024
Q4 		$545K Buy
5,064
+12
+0.2% +$1.4K 0.2% 30
2024
Q3 		$592K Buy
5,052
+12
+0.2% +$1.39K 0.22% 30
2024
Q2 		$580K Sell
5,040
-391
-7% -$45.5K 0.24% 30
2024
Q1 		$631K Buy
5,431
+14
+0.3% +$1.46K 0.27% 29
2023
Q4 		$542K Buy
5,417
+16
+0.3% +$1.68K 0.25% 28
2023
Q3 		$635K Sell
5,401
-80
-1% -$8.78K 0.32% 25
2023
Q2 		$588K Buy
5,481
+50
+0.9% +$5.46K 0.3% 26
2023
Q1 		$597K Sell
5,431
-20
-0.4% -$2.21K 0.36% 25
2022
Q4 		$601K Sell
5,451
-177
-3% -$19K 0.4% 25
2022
Q3 		$625K Buy
5,628
+2,624
+87% +$240K 0.43% 25
2022
Q2 		$290K Buy
+3,004
New +$271K 0.22% 33

Other funds holding XOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Seaside Wealth Management's XOM Position: Q3 2026 in Review

Seaside Wealth Management opened a new position in ExxonMobil (XOM) in Q3 2026: 5,943 shares worth $967K. The stake represents 0.24% of the portfolio and ranks #25 among its holdings. This is a return to the name: Seaside Wealth Management previously reported a position in XOM as recently as Q1 2026.

Seaside Wealth Management first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Seaside Wealth Management held 5,943 shares of ExxonMobil worth $967K as of Q3 2026.
  • ExxonMobil was a new Seaside Wealth Management position in Q3 2026.
  • ExxonMobil made up 0.24% of Seaside Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Seaside Wealth Management first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Seaside Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.