SWM
XOM icon

Stronghold Wealth Management’s ExxonMobil XOM Stock Holding History

Stronghold 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 		$592K Buy
4,329
+168
+4% +$25.1K 0.79% 34
2026
Q1 		$706K Sell
4,161
-603
-13% -$88K 1.07% 21
2025
Q4 		$573K Buy
+4,764
New +$553K 0.85% 33

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

Stronghold Wealth Management's XOM Position: Q2 2026 in Review

Stronghold Wealth Management increased its ExxonMobil (XOM) stake by 4% in Q2 2026, buying an estimated $25.1K and bringing the position to 4,329 shares worth $592K. The position accounts for 0.79% of the portfolio, ranked #34.

Stronghold Wealth Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $706K in Q1 2026. 4,255 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Stronghold Wealth Management held 4,329 shares of ExxonMobil worth $592K as of Q2 2026.
  • Stronghold Wealth Management bought 168 ExxonMobil shares in Q2 2026, an estimated $25.1K.
  • ExxonMobil made up 0.79% of Stronghold Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Stronghold Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Stronghold Wealth Management's ExxonMobil position peaked at $706K in Q1 2026.
  • 4,255 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.