UWP
XOM icon

Uniting Wealth Partners’s ExxonMobil XOM Stock Holding History

Uniting 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 		$6.08M Sell
44,450
-1,008
-2% -$151K 1.23% 23
2026
Q1 		$7.71M Sell
45,458
-1,954
-4% -$285K 1.64% 11
2025
Q4 		$5.71M Sell
47,412
-499
-1% -$57.9K 1.75% 14
2025
Q3 		$5.4M Buy
47,911
+2,999
+7% +$333K 1.27% 23
2025
Q2 		$4.84M Buy
44,912
+513
+1% +$54.8K 1.87% 12
2025
Q1 		$5.28M Sell
44,399
-359
-0.8% -$39.7K 2.65% 8
2024
Q4 		$4.81M Buy
+44,758
New +$5.24M 2.33% 9

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 $3.38T AUM 44.17% 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

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

Uniting Wealth Partners reduced its ExxonMobil (XOM) stake by 2.2% in Q2 2026, selling an estimated $151K and leaving 44,450 shares worth $6.08M. The position accounts for 1.23% of the portfolio, ranked #23.

Uniting Wealth Partners first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.71M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Uniting Wealth Partners held 44,450 shares of ExxonMobil worth $6.08M as of Q2 2026.
  • Uniting Wealth Partners sold 1,008 ExxonMobil shares in Q2 2026, an estimated $151K.
  • ExxonMobil made up 1.23% of Uniting Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Uniting Wealth Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's ExxonMobil position peaked at $7.71M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.