Vertrix Wealth Management’s ExxonMobil XOM Stock Holding History

Vertrix Wealth Management’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	–	Sell	-3,737	Closed	-$634K	–	113
2026 Q1	$634K	Buy	+3,737	New	+$545K	0.23%	72

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

Vertrix Wealth Management's XOM Position: Q2 2026 in Review

Vertrix Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 3,737 shares — an estimated $634K sold.

Vertrix Wealth Management first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $634K in Q1 2026. 4,235 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Vertrix Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Vertrix Wealth Management sold 3,737 ExxonMobil shares in Q2 2026, an estimated $634K.
Vertrix Wealth Management first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
Vertrix Wealth Management's ExxonMobil position peaked at $634K in Q1 2026.
4,235 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.