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Strategic Wealth Partners’s ExxonMobil XOM Stock Holding History

Strategic Wealth Partners’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 		$6.94M Sell
50,735
-728
-1% -$109K 0.43% 66
2026
Q1 		$8.73M Sell
51,463
-801
-2% -$117K 0.61% 60
2025
Q4 		$6.29M Buy
52,264
+26,419
+102% +$3.06M 0.43% 73
2025
Q3 		$2.91M Sell
25,845
-4,036
-14% -$449K 0.22% 88
2025
Q2 		$3.22M Buy
+29,881
New +$3.19M 0.25% 81
2024
Q4 		$1.84M Buy
17,050
+1,306
+8% +$153K 0.15% 105
2024
Q3 		$1.85M Buy
15,744
+2,710
+21% +$313K 0.18% 103
2024
Q2 		$1.5M Buy
13,034
+4,108
+46% +$478K 0.16% 105
2024
Q1 		$1.04M Sell
8,926
-4,441
-33% -$465K 0.11% 133
2023
Q4 		$1.34M Sell
13,367
-773
-5% -$81.2K 0.16% 111
2023
Q3 		$1.66M Sell
14,140
-92
-0.6% -$10.1K 0.22% 115
2023
Q2 		$1.53M Sell
14,232
-2,305
-14% -$251K 0.2% 127
2023
Q1 		$1.81M Sell
16,537
-155
-0.9% -$17.1K 0.28% 101
2022
Q4 		$1.84M Buy
16,692
+5,606
+51% +$601K 0.34% 87
2022
Q3 		$968K Sell
11,086
-4,312
-28% -$394K 0.21% 124
2022
Q2 		$1.32M Buy
+15,398
New +$1.39M 0.28% 104
2020
Q2 		– Sell
-4,482
Closed -$313K – 171
2020
Q1 		$313K Hold
4,482
– – 0.16% 107
2019
Q4 		$313K Sell
4,482
-3,654
-45% -$253K 0.16% 107
2019
Q3 		$55.2K Sell
8,136
-11,267
-58% -$815K 0.28% 78
2019
Q2 		$1.49M Sell
19,403
-1,870
-9% -$145K 0.72% 40
2019
Q1 		$1.74M Buy
21,273
+3,719
+21% +$284K 0.8% 29
2018
Q4 		$1.27M Sell
17,554
-131
-0.7% -$10.3K 0.64% 37
2018
Q3 		$1.5M Buy
17,685
+1,202
+7% +$98.3K 0.8% 33
2018
Q2 		$1.36M Sell
16,483
-1,263
-7% -$101K 0.79% 25
2018
Q1 		$1.32M Buy
17,746
+909
+5% +$72.7K 0.68% 40
2017
Q4 		$1.41M Buy
+16,837
New +$1.39M 0.78% 34

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

Strategic Wealth Partners's XOM Position: Q2 2026 in Review

Strategic Wealth Partners reduced its ExxonMobil (XOM) stake by 1.4% in Q2 2026, selling an estimated $109K and leaving 50,735 shares worth $6.94M. The position accounts for 0.43% of the portfolio, ranked #66.

Strategic Wealth Partners first reported a position in XOM in Q4 2017 and has held it in 26 quarters since. The position peaked at $8.73M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Strategic Wealth Partners held 50,735 shares of ExxonMobil worth $6.94M as of Q2 2026.
  • Strategic Wealth Partners sold 728 ExxonMobil shares in Q2 2026, an estimated $109K.
  • ExxonMobil made up 0.43% of Strategic Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Strategic Wealth Partners first reported a position in ExxonMobil in Q4 2017 and has held it in 26 quarters since.
  • Strategic Wealth Partners's ExxonMobil position peaked at $8.73M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.