Sterling Wealth Management’s ExxonMobil XOM Stock Holding History

Sterling 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	$1.9M	Buy	13,932 +2,204	+19%	+$330K	0.47%	32
2026 Q1	$1.99M	Hold	11,728	–	–	0.55%	29
2025 Q4	$1.41M	Buy	11,728 +845	+8%	+$98K	0.4%	34
2025 Q3	$1.23M	Buy	10,883 +145	+1%	+$16.1K	0.37%	37
2025 Q2	$1.16M	Buy	+10,738	New	+$1.15M	0.39%	37
2024 Q4	$1.17M	Sell	10,894 -246	-2%	-$28.8K	0.43%	35
2024 Q3	$1.31M	Buy	11,140 +246	+2%	+$28.4K	0.49%	35
2024 Q2	$1.25M	Buy	10,894 +181	+2%	+$21.1K	0.6%	30
2024 Q1	$1.25M	Buy	10,713 +4,643	+76%	+$486K	0.62%	27
2023 Q4	$607K	Buy	+6,070	New	+$638K	0.34%	43

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

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

Sterling Wealth Management increased its ExxonMobil (XOM) stake by 19% in Q2 2026, buying an estimated $330K and bringing the position to 13,932 shares worth $1.9M. The position accounts for 0.47% of the portfolio, ranked #32.

Sterling Wealth Management first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.99M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sterling Wealth Management held 13,932 shares of ExxonMobil worth $1.9M as of Q2 2026.
Sterling Wealth Management bought 2,204 ExxonMobil shares in Q2 2026, an estimated $330K.
ExxonMobil made up 0.47% of Sterling Wealth Management's portfolio in Q2 2026, its #32 holding.
Sterling Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
Sterling Wealth Management's ExxonMobil position peaked at $1.99M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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