Syntegra Private Wealth Group’s ExxonMobil XOM Stock Holding History

Syntegra Private Wealth 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	$393K	Sell	2,875 -165	-5%	-$24.7K	0.03%	147
2026 Q1	$516K	Sell	3,040 -122	-4%	-$17.8K	0.05%	106
2025 Q4	$380K	Sell	3,162 -59	-2%	-$6.84K	0.03%	133
2025 Q3	$363K	Sell	3,221 -459	-12%	-$51K	0.03%	138
2025 Q2	$397K	Buy	3,680 +289	+9%	+$30.9K	0.04%	121
2025 Q1	$403K	Buy	3,391 +1	+0%	+$111	0.05%	102
2024 Q4	$365K	Buy	3,390 +397	+13%	+$46.4K	0.04%	103
2024 Q3	$351K	Sell	2,993 -44	-1%	-$5.08K	0.04%	109
2024 Q2	$350K	Buy	3,037 +487	+19%	+$56.7K	0.04%	102
2024 Q1	$296K	Buy	2,550 +434	+21%	+$45.4K	0.04%	114
2023 Q4	$212K	Buy	2,116 +230	+12%	+$24.2K	0.03%	126
2023 Q3	$222K	Sell	1,886 -10	-0.5%	-$1.1K	0.03%	116
2023 Q2	$203K	Buy	+1,896	New	+$207K	0.03%	131

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

Syntegra Private Wealth Group's XOM Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its ExxonMobil (XOM) stake by 5.4% in Q2 2026, selling an estimated $24.7K and leaving 2,875 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #147.

Syntegra Private Wealth Group first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $516K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Syntegra Private Wealth Group held 2,875 shares of ExxonMobil worth $393K as of Q2 2026.
Syntegra Private Wealth Group sold 165 ExxonMobil shares in Q2 2026, an estimated $24.7K.
ExxonMobil made up 0.03% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #147 holding.
Syntegra Private Wealth Group first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
Syntegra Private Wealth Group's ExxonMobil position peaked at $516K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.