Veridan Wealth’s ExxonMobil XOM Stock Holding History

Veridan Wealth’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	$331K	Sell	2,420 -200	-8%	-$29.9K	0.11%	73
2026 Q1	$444K	Buy	2,620 +142	+6%	+$20.7K	0.16%	53
2025 Q4	$298K	Buy	2,478 +21	+0.9%	+$2.44K	0.1%	68
2025 Q3	$277K	Buy	+2,457	New	+$273K	0.1%	69
2025 Q1	$339K	Buy	2,849 +51	+2%	+$5.64K	0.15%	60
2024 Q4	$300K	Buy	+2,798	New	+$327K	0.14%	68
2024 Q2	$272K	Buy	+2,526	New	+$294K	0.11%	69

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

Veridan Wealth's XOM Position: Q2 2026 in Review

Veridan Wealth reduced its ExxonMobil (XOM) stake by 7.6% in Q2 2026, selling an estimated $29.9K and leaving 2,420 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #73.

Veridan Wealth first reported a position in XOM in Q2 2024 and has held it in 7 quarters since. The position peaked at $444K in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Veridan Wealth held 2,420 shares of ExxonMobil worth $331K as of Q2 2026.
Veridan Wealth sold 200 ExxonMobil shares in Q2 2026, an estimated $29.9K.
ExxonMobil made up 0.11% of Veridan Wealth's portfolio in Q2 2026, its #73 holding.
Veridan Wealth first reported a position in ExxonMobil in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's ExxonMobil position peaked at $444K in Q1 2026.
4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.