Stonehaven Wealth & Tax Solutions’s ExxonMobil XOM Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$272K	Sell	1,991 -39	-2%	-$5.84K	0.22%	67
2026 Q1	$344K	Sell	2,030 -357	-15%	-$52.1K	0.3%	58
2025 Q4	$287K	Hold	2,387	–	–	0.26%	58
2025 Q3	$269K	Buy	2,387 +1	+0%	+$111	0.25%	60
2025 Q2	$257K	Sell	2,386 -4	-0.2%	-$428	0.25%	59
2025 Q1	$284K	Sell	2,390 -516	-18%	-$57.1K	0.3%	54
2024 Q4	$313K	Buy	+2,906	New	+$340K	0.34%	67

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

Stonehaven Wealth & Tax Solutions's XOM Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its ExxonMobil (XOM) stake by 1.9% in Q2 2026, selling an estimated $5.84K and leaving 1,991 shares worth $272K. The position accounts for 0.22% of the portfolio, ranked #67.

Stonehaven Wealth & Tax Solutions first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $344K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 1,991 shares of ExxonMobil worth $272K as of Q2 2026.
Stonehaven Wealth & Tax Solutions sold 39 ExxonMobil shares in Q2 2026, an estimated $5.84K.
ExxonMobil made up 0.22% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #67 holding.
Stonehaven Wealth & Tax Solutions first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Stonehaven Wealth & Tax Solutions's ExxonMobil position peaked at $344K in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.