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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
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% +$1.47K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Seaside Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 5,121 shares — an estimated $869K sold.

Seaside Wealth Management first reported a position in XOM in Q2 2022 and held it in 16 quarters. The position peaked at $869K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Seaside Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Seaside Wealth Management sold 5,121 ExxonMobil shares in Q2 2026, an estimated $869K.
  • Seaside Wealth Management first reported a position in ExxonMobil in Q2 2022 and held it in 16 quarters.
  • Seaside Wealth Management's ExxonMobil position peaked at $869K in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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