Sendero Wealth Management’s ExxonMobil XOM Stock Holding History

Sendero 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	$9.5M	Buy	69,496 +3,629	+6%	+$543K	0.95%	17
2026 Q1	$11.2M	Sell	65,867 -513	-0.8%	-$74.9K	1.24%	12
2025 Q4	$7.99M	Buy	66,380 +438	+0.7%	+$50.8K	0.89%	21
2025 Q3	$7.43M	Sell	65,942 -9,884	-13%	-$1.1M	0.87%	22
2025 Q2	$8.17M	Sell	75,826 -2,363	-3%	-$253K	1.02%	18
2025 Q1	$9.3M	Buy	78,189 +14,572	+23%	+$1.61M	1.29%	15
2024 Q4	$6.84M	Buy	63,617 +49	+0.1%	+$5.73K	1.02%	25
2024 Q3	$7.45M	Sell	63,568 -175	-0.3%	-$20.2K	1.17%	23
2024 Q2	$7.34M	Buy	63,743 +595	+0.9%	+$69.3K	1.23%	16
2024 Q1	$7.34M	Buy	63,148 +248	+0.4%	+$25.9K	1.26%	18
2023 Q4	$6.29M	Sell	62,900 -5	-0%	-$526	1.19%	15
2023 Q3	$7.4M	Hold	62,905	–	–	1.59%	9
2023 Q2	$6.75M	Buy	+62,905	New	+$6.86M	1.47%	8

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

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

Sendero Wealth Management increased its ExxonMobil (XOM) stake by 5.5% in Q2 2026, buying an estimated $543K and bringing the position to 69,496 shares worth $9.5M. The position accounts for 0.95% of the portfolio, ranked #17.

Sendero Wealth Management first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.2M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sendero Wealth Management held 69,496 shares of ExxonMobil worth $9.5M as of Q2 2026.
Sendero Wealth Management bought 3,629 ExxonMobil shares in Q2 2026, an estimated $543K.
ExxonMobil made up 0.95% of Sendero Wealth Management's portfolio in Q2 2026, its #17 holding.
Sendero Wealth Management first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
Sendero Wealth Management's ExxonMobil position peaked at $11.2M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.