Significant Wealth Partners’s ExxonMobil XOM Stock Holding History

Significant 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	$310K	Sell	2,267 -20	-0.9%	-$2.99K	0.34%	74
2026 Q1	$388K	Sell	2,287 -1,333	-37%	-$195K	0.48%	64
2025 Q4	$436K	Sell	3,620 -120	-3%	-$13.9K	0.49%	26
2025 Q3	$422K	Hold	3,740	–	–	0.21%	52
2025 Q2	$403K	Sell	3,740 -13	-0.3%	-$1.39K	0.2%	46
2025 Q1	$446K	Sell	3,753 -213	-5%	-$23.6K	0.23%	38
2024 Q4	$427K	Sell	3,966 -2,859	-42%	-$334K	0.22%	31
2024 Q3	$800K	Buy	6,825 +252	+4%	+$29.1K	0.41%	11
2024 Q2	$757K	Buy	6,573 +2,807	+75%	+$327K	0.43%	9
2024 Q1	$438K	Sell	3,766 -1,957	-34%	-$205K	0.29%	83
2023 Q4	$572K	Buy	+5,723	New	+$602K	0.42%	71

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

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

Significant Wealth Partners reduced its ExxonMobil (XOM) stake by 0.87% in Q2 2026, selling an estimated $2.99K and leaving 2,267 shares worth $310K. The position accounts for 0.34% of the portfolio, ranked #74.

Significant Wealth Partners first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $800K in Q3 2024. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Significant Wealth Partners held 2,267 shares of ExxonMobil worth $310K as of Q2 2026.
Significant Wealth Partners sold 20 ExxonMobil shares in Q2 2026, an estimated $2.99K.
ExxonMobil made up 0.34% of Significant Wealth Partners's portfolio in Q2 2026, its #74 holding.
Significant Wealth Partners first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Significant Wealth Partners's ExxonMobil position peaked at $800K in Q3 2024.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.