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Semus Wealth Partners’s ExxonMobil XOM Stock Holding History

Semus 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 		$282K Sell
2,059
-557
-21% -$83.4K 0.14% 93
2026
Q1 		$444K Sell
2,616
-367
-12% -$53.6K 0.25% 67
2025
Q4 		$359K Sell
2,983
-519
-15% -$60.2K 0.19% 76
2025
Q3 		$395K Sell
3,502
-11
-0.3% -$1.22K 0.22% 70
2025
Q2 		$379K Sell
3,513
-175
-5% -$18.7K 0.25% 73
2025
Q1 		$439K Buy
3,688
+115
+3% +$12.7K 0.31% 62
2024
Q4 		$384K Buy
3,573
+29
+0.8% +$3.39K 0.25% 71
2024
Q3 		$415K Buy
3,544
+163
+5% +$18.8K 0.29% 69
2024
Q2 		$389K Sell
3,381
-1,697
-33% -$198K 0.3% 64
2024
Q1 		$590K Sell
5,078
-1,187
-19% -$124K 0.5% 40
2023
Q4 		$626K Buy
6,265
+2,036
+48% +$214K 0.51% 42
2023
Q3 		$497K Buy
4,229
+12
+0.3% +$1.32K 0.46% 49
2023
Q2 		$452K Sell
4,217
-897
-18% -$97.9K 0.42% 58
2023
Q1 		$561K Buy
5,114
+354
+7% +$39.2K 0.6% 39
2022
Q4 		$525K Buy
+4,760
New +$510K 0.64% 42

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

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

Semus Wealth Partners reduced its ExxonMobil (XOM) stake by 21% in Q2 2026, selling an estimated $83.4K and leaving 2,059 shares worth $282K. The position accounts for 0.14% of the portfolio, ranked #93.

Semus Wealth Partners first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $626K in Q4 2023. 4,272 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Semus Wealth Partners held 2,059 shares of ExxonMobil worth $282K as of Q2 2026.
  • Semus Wealth Partners sold 557 ExxonMobil shares in Q2 2026, an estimated $83.4K.
  • ExxonMobil made up 0.14% of Semus Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Semus Wealth Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's ExxonMobil position peaked at $626K in Q4 2023.
  • 4,272 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.