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Strait & Sound Wealth Management’s ExxonMobil XOM Stock Holding History

Strait & Sound 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 		$1.06M Buy
7,760
+267
+4% +$40K 0.37% 60
2026
Q1 		$1.27M Buy
7,493
+58
+0.8% +$8.46K 0.47% 51
2025
Q4 		$895K Buy
7,435
+5,113
+220% +$593K 0.33% 64
2025
Q3 		$262K Sell
2,322
-122
-5% -$13.6K 0.1% 127
2025
Q2 		$263K Sell
2,444
-112
-4% -$12K 0.11% 125
2025
Q1 		$304K Sell
2,556
-47
-2% -$5.2K 0.14% 118
2024
Q4 		$280K Buy
2,603
+100
+4% +$11.7K 0.13% 116
2024
Q3 		$293K Sell
2,503
-59
-2% -$6.81K 0.14% 111
2024
Q2 		$295K Buy
2,562
+108
+4% +$12.6K 0.15% 108
2024
Q1 		$299K Sell
2,454
-183
-7% -$19.1K 0.17% 98
2023
Q4 		$256K Sell
2,637
-150
-5% -$15.8K 0.16% 108
2023
Q3 		$328K Buy
2,787
+287
+11% +$31.5K 0.28% 81
2023
Q2 		$268K Buy
2,500
+200
+9% +$21.8K 0.27% 83
2023
Q1 		$252K Sell
2,300
-200
-8% -$22.1K 0.25% 95
2022
Q4 		$282K Buy
+2,500
New +$268K 0.31% 78

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

Strait & Sound Wealth Management's XOM Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its ExxonMobil (XOM) stake by 3.6% in Q2 2026, buying an estimated $40K and bringing the position to 7,760 shares worth $1.06M. The position accounts for 0.37% of the portfolio, ranked #60.

Strait & Sound Wealth Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Strait & Sound Wealth Management held 7,760 shares of ExxonMobil worth $1.06M as of Q2 2026.
  • Strait & Sound Wealth Management bought 267 ExxonMobil shares in Q2 2026, an estimated $40K.
  • ExxonMobil made up 0.37% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Strait & Sound Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's ExxonMobil position peaked at $1.27M in Q1 2026.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.