SkyOak Wealth’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$646K Hold
4,724
0.11% 120
2026
Q1
$802K Sell
4,724
-141
-3% -$20.6K 0.15% 94
2025
Q4
$586K Sell
4,865
-90
-2% -$10.4K 0.11% 118
2025
Q3
$559K Hold
4,955
0.11% 117
2025
Q2
$534K Buy
4,955
+90
+2% +$9.62K 0.11% 121
2025
Q1
$579K Buy
4,865
+809
+20% +$89.5K 0.13% 107
2024
Q4
$436K Buy
4,056
+500
+14% +$58.5K 0.09% 127
2024
Q3
$417K Hold
3,556
0.09% 129
2024
Q2
$409K Buy
3,556
+39
+1% +$4.54K 0.1% 135
2024
Q1
$409K Buy
3,517
+550
+19% +$57.5K 0.1% 144
2023
Q4
$297K Sell
2,967
-17
-0.6% -$1.79K 0.08% 184
2023
Q3
$351K Buy
2,984
+364
+14% +$39.9K 0.1% 137
2023
Q2
$281K Hold
2,620
0.08% 177
2023
Q1
$287K Hold
2,620
0.09% 166
2022
Q4
$289K Sell
2,620
-500
-16% -$53.6K 0.1% 162
2022
Q3
$272K Sell
3,120
-30
-1% -$2.74K 0.1% 167
2022
Q2
$270K Sell
3,150
-154
-5% -$13.9K 0.09% 166
2022
Q1
$273K Sell
3,304
-245
-7% -$19K 0.08% 185
2021
Q4
$217K Sell
3,549
-20
-0.6% -$1.25K 0.06% 218
2021
Q3
$210K Hold
3,569
0.06% 214
2021
Q2
$225K Hold
3,569
0.06% 206
2021
Q1
$207K Buy
+3,569
New +$187K 0.06% 215
2020
Q3
Sell
-4,894
Closed -$219K 251
2020
Q2
$219K Buy
+4,894
New +$219K 0.08% 209
2020
Q1
Sell
-4,048
Closed -$282K 324
2019
Q4
$282K Buy
+4,048
New +$280K 0.09% 241

Other funds holding XOM

SkyOak Wealth's XOM Position: Q2 2026 in Review

SkyOak Wealth held its ExxonMobil (XOM) position steady in Q2 2026 at 4,724 shares worth $646K. The position accounts for 0.11% of the portfolio, ranked #120.

SkyOak Wealth first reported a position in XOM in Q4 2019 and has held it in 24 quarters since. The position peaked at $802K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SkyOak Wealth held 4,724 shares of ExxonMobil worth $646K as of Q2 2026.
  • SkyOak Wealth left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.11% of SkyOak Wealth's portfolio in Q2 2026, its #120 holding.
  • SkyOak Wealth first reported a position in ExxonMobil in Q4 2019 and has held it in 24 quarters since.
  • SkyOak Wealth's ExxonMobil position peaked at $802K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.