Strategic Wealth Investment Group’s ExxonMobil XOM Stock Holding History

Strategic Wealth Investment Group’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	$4.74M	Sell	34,653 -464	-1%	-$69.4K	0.57%	50
2026 Q1	$5.96M	Buy	35,117 +1,924	+6%	+$281K	0.76%	47
2025 Q4	$3.99M	Sell	33,193 -4,667	-12%	-$541K	0.49%	49
2025 Q3	$4.27M	Buy	+37,860	New	+$4.21M	0.36%	49
2025 Q1	–	Sell	-6,125	Closed	-$659K	–	132
2024 Q4	$659K	Sell	6,125 -400	-6%	-$46.8K	0.07%	85
2024 Q3	$783K	Sell	6,525 -1,648	-20%	-$190K	0.08%	83
2024 Q2	$940K	Buy	+8,173	New	+$952K	0.12%	72
2023 Q4	$466K	Buy	4,657 +2,156	+86%	+$227K	0.07%	85
2023 Q3	$294K	Buy	+2,501	New	+$274K	0.05%	85

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

Strategic Wealth Investment Group's XOM Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its ExxonMobil (XOM) stake by 1.3% in Q2 2026, selling an estimated $69.4K and leaving 34,653 shares worth $4.74M. The position accounts for 0.57% of the portfolio, ranked #50.

Strategic Wealth Investment Group first reported a position in XOM in Q3 2023 and has held it in 9 quarters since. The position peaked at $5.96M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Strategic Wealth Investment Group held 34,653 shares of ExxonMobil worth $4.74M as of Q2 2026.
Strategic Wealth Investment Group sold 464 ExxonMobil shares in Q2 2026, an estimated $69.4K.
ExxonMobil made up 0.57% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #50 holding.
Strategic Wealth Investment Group first reported a position in ExxonMobil in Q3 2023 and has held it in 9 quarters since.
Strategic Wealth Investment Group's ExxonMobil position peaked at $5.96M in Q1 2026.
4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.