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Shrier Wealth Management’s ExxonMobil XOM Stock Holding History

Shrier 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 		$4.2M Buy
30,736
+2,874
+10% +$430K 1.42% 13
2026
Q1 		$4.73M Sell
27,862
-5,317
-16% -$776K 1.73% 12
2025
Q4 		$3.99M Buy
+33,179
New +$3.85M 1.57% 13

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

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

Shrier Wealth Management increased its ExxonMobil (XOM) stake by 10% in Q2 2026, buying an estimated $430K and bringing the position to 30,736 shares worth $4.2M. The position accounts for 1.42% of the portfolio, ranked #13.

Shrier Wealth Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.73M in Q1 2026. 4,236 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Shrier Wealth Management held 30,736 shares of ExxonMobil worth $4.2M as of Q2 2026.
  • Shrier Wealth Management bought 2,874 ExxonMobil shares in Q2 2026, an estimated $430K.
  • ExxonMobil made up 1.42% of Shrier Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Shrier Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Shrier Wealth Management's ExxonMobil position peaked at $4.73M in Q1 2026.
  • 4,236 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.