SSW
XOM icon

Stone Summit Wealth’s ExxonMobil XOM Stock Holding History

Stone Summit 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 		$730K Sell
5,337
-283
-5% -$42.4K 0.19% 81
2026
Q1 		$953K Sell
5,620
-200
-3% -$29.2K 0.27% 69
2025
Q4 		$700K Sell
5,820
-150
-3% -$17.4K 0.19% 79
2025
Q3 		$673K Sell
5,970
-345
-5% -$38.4K 0.19% 82
2025
Q2 		$681K Hold
6,315
– – 0.21% 83
2025
Q1 		$751K Sell
6,315
-140
-2% -$15.5K 0.25% 77
2024
Q4 		$694K Sell
6,455
-390
-6% -$45.6K 0.23% 80
2024
Q3 		$802K Sell
6,845
-210
-3% -$24.2K 0.26% 79
2024
Q2 		$812K Sell
7,055
-9
-0.1% -$1.05K 0.29% 74
2024
Q1 		$821K Buy
7,064
+274
+4% +$28.7K 0.29% 77
2023
Q4 		$679K Hold
6,790
– – 0.26% 84
2023
Q3 		$798K Buy
6,790
+80
+1% +$8.78K 0.34% 76
2023
Q2 		$720K Sell
6,710
-15
-0.2% -$1.64K 0.3% 79
2023
Q1 		$737K Sell
6,725
-796
-11% -$88K 0.33% 77
2022
Q4 		$830K Sell
7,521
-250
-3% -$26.8K 0.41% 69
2022
Q3 		$679K Hold
7,771
– – 0.42% 69
2022
Q2 		$666K Buy
7,771
+1,744
+29% +$157K 0.4% 66
2022
Q1 		$502K Buy
+6,027
New +$468K 0.28% 83

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

Stone Summit Wealth's XOM Position: Q2 2026 in Review

Stone Summit Wealth reduced its ExxonMobil (XOM) stake by 5% in Q2 2026, selling an estimated $42.4K and leaving 5,337 shares worth $730K. The position accounts for 0.19% of the portfolio, ranked #81.

Stone Summit Wealth first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $953K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Stone Summit Wealth held 5,337 shares of ExxonMobil worth $730K as of Q2 2026.
  • Stone Summit Wealth sold 283 ExxonMobil shares in Q2 2026, an estimated $42.4K.
  • ExxonMobil made up 0.19% of Stone Summit Wealth's portfolio in Q2 2026, its #81 holding.
  • Stone Summit Wealth first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
  • Stone Summit Wealth's ExxonMobil position peaked at $953K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.