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Simplicity Wealth’s ExxonMobil XOM Stock Holding History

Simplicity Wealth’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 		$12.4M Buy
90,679
+40,523
+81% +$6.06M 0.42% 58
2026
Q1 		$8.51M Buy
50,156
+5,045
+11% +$736K 0.48% 44
2025
Q4 		$5.43M Sell
45,111
-6,280
-12% -$728K 0.32% 64
2025
Q3 		$5.79M Sell
51,391
-19,285
-27% -$2.14M 0.34% 64
2025
Q2 		$7.62M Buy
70,676
+33,225
+89% +$3.55M 0.32% 73
2025
Q1 		$4.45M Buy
37,451
+23,133
+162% +$2.56M 0.35% 61
2024
Q4 		$1.54M Sell
14,318
-10,665
-43% -$1.25M 0.32% 55
2024
Q3 		$2.93M Sell
24,983
-108,446
-81% -$12.5M 0.27% 83
2024
Q2 		$15.4M Buy
133,429
+4,078
+3% +$475K 0.35% 51
2024
Q1 		$14M Buy
129,351
+127,203
+5,922% +$13.3M 0.33% 55
2023
Q4 		$215K Buy
+2,148
New +$226K 0.08% 167

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

Simplicity Wealth's XOM Position: Q2 2026 in Review

Simplicity Wealth increased its ExxonMobil (XOM) stake by 81% in Q2 2026, buying an estimated $6.06M and bringing the position to 90,679 shares worth $12.4M. The position accounts for 0.42% of the portfolio, ranked #58.

Simplicity Wealth first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.4M in Q2 2024. 4,262 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Simplicity Wealth held 90,679 shares of ExxonMobil worth $12.4M as of Q2 2026.
  • Simplicity Wealth bought 40,523 ExxonMobil shares in Q2 2026, an estimated $6.06M.
  • ExxonMobil made up 0.42% of Simplicity Wealth's portfolio in Q2 2026, its #58 holding.
  • Simplicity Wealth first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's ExxonMobil position peaked at $15.4M in Q2 2024.
  • 4,262 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.