SMART Wealth’s ExxonMobil XOM Stock Holding History

SMART 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	–	Sell	-1,480	Closed	-$251K	–	257
2026 Q1	$251K	Buy	+1,480	New	+$216K	0.07%	187
2025 Q3	–	Sell	-2,133	Closed	-$230K	–	185
2025 Q2	$230K	Buy	+2,133	New	+$228K	0.07%	159
2024 Q4	–	Sell	-2,041	Closed	-$239K	–	169
2024 Q3	$239K	Sell	2,041 -372	-15%	-$43K	0.09%	124
2024 Q2	$278K	Buy	2,413 +368	+18%	+$42.9K	0.11%	101
2024 Q1	$238K	Buy	+2,045	New	+$214K	0.11%	99

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

SMART Wealth's XOM Position: Q2 2026 in Review

SMART Wealth sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,480 shares — an estimated $251K sold.

SMART Wealth first reported a position in XOM in Q1 2024 and held it in 5 quarters. The position peaked at $278K in Q2 2024. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

SMART Wealth reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
SMART Wealth sold 1,480 ExxonMobil shares in Q2 2026, an estimated $251K.
SMART Wealth first reported a position in ExxonMobil in Q1 2024 and held it in 5 quarters.
SMART Wealth's ExxonMobil position peaked at $278K in Q2 2024.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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