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U.S. Wealth Group’s ExxonMobil XOM Stock Holding History

U.S. 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 		$4.57M Sell
33,433
-355
-1% -$53.1K 2.74% 12
2026
Q1 		$5.73M Sell
33,788
-210
-0.6% -$30.6K 3.87% 8
2025
Q4 		$4.09M Sell
33,998
-186
-0.5% -$21.6K 2.7% 13
2025
Q3 		$3.85M Buy
34,184
+1,024
+3% +$114K 2.52% 13
2025
Q2 		$3.57M Buy
33,160
+9,812
+42% +$1.05M 2.79% 12
2025
Q1 		$2.78M Sell
23,348
-411
-2% -$45.5K 2.2% 13
2024
Q4 		$2.56M Buy
+23,759
New +$2.78M 1.93% 18

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

U.S. Wealth Group's XOM Position: Q2 2026 in Review

U.S. Wealth Group reduced its ExxonMobil (XOM) stake by 1.1% in Q2 2026, selling an estimated $53.1K and leaving 33,433 shares worth $4.57M. The position accounts for 2.74% of the portfolio, ranked #12.

U.S. Wealth Group first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.73M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • U.S. Wealth Group held 33,433 shares of ExxonMobil worth $4.57M as of Q2 2026.
  • U.S. Wealth Group sold 355 ExxonMobil shares in Q2 2026, an estimated $53.1K.
  • ExxonMobil made up 2.74% of U.S. Wealth Group's portfolio in Q2 2026, its #12 holding.
  • U.S. Wealth Group first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • U.S. Wealth Group's ExxonMobil position peaked at $5.73M in Q1 2026.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.