Seven Springs Wealth Group’s ExxonMobil XOM Stock Holding History

Seven Springs Wealth 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	$591K	Buy	4,325 +15	+0.3%	+$2.25K	0.13%	47
2026 Q1	$731K	Hold	4,310	–	–	0.17%	40
2025 Q4	$519K	Buy	4,310 +6	+0.1%	+$696	0.15%	48
2025 Q3	$485K	Sell	4,304 -2,795	-39%	-$311K	0.12%	52
2025 Q2	$765K	Sell	7,099 -43	-0.6%	-$4.6K	0.19%	39
2025 Q1	$849K	Sell	7,142 -130	-2%	-$14.4K	0.3%	34
2024 Q4	$782K	Buy	7,272 +2,747	+61%	+$321K	0.29%	39
2024 Q3	$530K	Sell	4,525 -514	-10%	-$59.4K	0.19%	43
2024 Q2	$580K	Hold	5,039	–	–	0.23%	39
2024 Q1	$586K	Hold	5,039	–	–	0.22%	40
2023 Q4	$504K	Hold	5,039	–	–	0.23%	37
2023 Q3	$592K	Hold	5,039	–	–	0.28%	37
2023 Q2	$540K	Hold	5,039	–	–	0.26%	37
2023 Q1	$553K	Hold	5,039	–	–	0.27%	37
2022 Q4	$556K	Sell	5,039 -851	-14%	-$91.2K	0.27%	35
2022 Q3	$514K	Buy	5,890 +592	+11%	+$54K	0.28%	37
2022 Q2	$454K	Hold	5,298	–	–	0.23%	45
2022 Q1	$438K	Sell	5,298 -1,142	-18%	-$88.8K	0.21%	46
2021 Q4	$394K	Buy	+6,440	New	+$402K	0.18%	46
2021 Q2	–	Sell	-3,019	Closed	-$169K	–	146
2021 Q1	$169K	Hold	3,019	–	–	0.08%	59
2020 Q4	$124K	Sell	3,019 -475	-14%	-$17.8K	0.06%	62
2020 Q3	$120K	Hold	3,494	–	–	0.08%	60
2020 Q2	$156K	Hold	3,494	–	–	0.1%	50
2020 Q1	$133K	Sell	3,494 -250	-7%	-$13.8K	0.09%	55
2019 Q4	$261K	Buy	+3,744	New	+$259K	0.18%	43

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

Seven Springs Wealth Group's XOM Position: Q2 2026 in Review

Seven Springs Wealth Group increased its ExxonMobil (XOM) stake by 0.35% in Q2 2026, buying an estimated $2.25K and bringing the position to 4,325 shares worth $591K. The position accounts for 0.13% of the portfolio, ranked #47.

Seven Springs Wealth Group first reported a position in XOM in Q4 2019 and has held it in 25 quarters since. The position peaked at $849K in Q1 2025. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Seven Springs Wealth Group held 4,325 shares of ExxonMobil worth $591K as of Q2 2026.
Seven Springs Wealth Group bought 15 ExxonMobil shares in Q2 2026, an estimated $2.25K.
ExxonMobil made up 0.13% of Seven Springs Wealth Group's portfolio in Q2 2026, its #47 holding.
Seven Springs Wealth Group first reported a position in ExxonMobil in Q4 2019 and has held it in 25 quarters since.
Seven Springs Wealth Group's ExxonMobil position peaked at $849K in Q1 2025.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.