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Valued Retirements’s ExxonMobil XOM Stock Holding History

Valued Retirements’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 		$5.28M Hold
38,638
– – 4.74% 5
2026
Q1 		$6.56M Hold
38,638
– – 6.41% 1
2025
Q4 		$4.65M Sell
38,638
-500
-1% -$58K 4.55% 6
2025
Q3 		$4.22M Hold
39,138
– – 4.76% 5
2025
Q2 		$4.22M Hold
39,138
– – 4.76% 5
2025
Q1 		$4.65M Sell
39,138
-524
-1% -$58K 6.12% 2
2024
Q4 		$4.27M Hold
39,662
– – 5.75% 3
2024
Q3 		$4.65M Sell
39,662
-4,753
-11% -$549K 6.41% 3
2024
Q2 		$5.11M Buy
44,415
+137
+0.3% +$16K 7.76% 2
2024
Q1 		$5.15M Sell
44,278
-85
-0.2% -$8.89K 8.23% 1
2023
Q4 		$4.44M Buy
+44,363
New +$4.66M 7.68% 1

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

Valued Retirements's XOM Position: Q2 2026 in Review

Valued Retirements held its ExxonMobil (XOM) position steady in Q2 2026 at 38,638 shares worth $5.28M. The position accounts for 4.74% of the portfolio, ranked #5.

Valued Retirements first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.56M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Valued Retirements held 38,638 shares of ExxonMobil worth $5.28M as of Q2 2026.
  • Valued Retirements left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 4.74% of Valued Retirements's portfolio in Q2 2026, its #5 holding.
  • Valued Retirements first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Valued Retirements's ExxonMobil position peaked at $6.56M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.