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Wagner Wealth Management (South Carolina)’s ExxonMobil XOM Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$2.78M Sell
20,337
-1,216
-6% -$182K 0.51% 33
2026
Q1 		$3.66M Buy
21,553
+262
+1% +$38.2K 0.74% 26
2025
Q4 		$2.56M Buy
21,291
+462
+2% +$53.6K 0.54% 32
2025
Q3 		$2.35M Sell
20,829
-2,302
-10% -$256K 0.55% 32
2025
Q2 		$2.49M Buy
23,131
+8,948
+63% +$957K 0.57% 31
2025
Q1 		$1.69M Sell
14,183
-110
-0.8% -$12.2K 0.42% 33
2024
Q4 		$1.54M Buy
14,293
+617
+5% +$72.2K 0.4% 35
2024
Q3 		$1.6M Sell
13,676
-4,781
-26% -$552K 0.43% 33
2024
Q2 		$2.12M Buy
18,457
+1,010
+6% +$118K 0.64% 30
2024
Q1 		$2.03M Buy
17,447
+359
+2% +$37.6K 0.62% 30
2023
Q4 		$1.71M Sell
17,088
-1,698
-9% -$178K 0.57% 36
2023
Q3 		$2.21M Sell
18,786
-261
-1% -$28.6K 0.81% 28
2023
Q2 		$2.04M Buy
19,047
+2
+0% +$218 0.78% 29
2023
Q1 		$2.09M Buy
19,045
+239
+1% +$26.4K 0.95% 28
2022
Q4 		$2.07M Buy
18,806
+3,192
+20% +$342K 1.28% 22
2022
Q3 		$1.36M Buy
15,614
+302
+2% +$27.6K 1.01% 26
2022
Q2 		$1.31M Buy
15,312
+3,198
+26% +$288K 1.04% 28
2022
Q1 		$1M Sell
12,114
-3,877
-24% -$301K 0.7% 36
2021
Q4 		$978K Buy
15,991
+248
+2% +$15.5K 0.75% 33
2021
Q3 		$1.01M Sell
15,743
-332
-2% -$18.9K 0.81% 33
2021
Q2 		$1.01M Buy
16,075
+445
+3% +$26.6K 0.73% 36
2021
Q1 		$873K Buy
15,630
+2,028
+15% +$106K 0.69% 39
2020
Q4 		$561K Buy
+13,602
New +$510K 0.53% 58
2018
Q3 		$1.1M Sell
12,894
-2,001
-13% -$164K 0.73% 37
2018
Q2 		$1.23M Buy
14,895
+2,309
+18% +$184K 0.89% 29
2018
Q1 		$939K Buy
12,586
+3,319
+36% +$265K 0.72% 32
2017
Q4 		$806K Buy
+9,267
New +$766K 0.6% 42

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

Wagner Wealth Management (South Carolina)'s XOM Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its ExxonMobil (XOM) stake by 5.6% in Q2 2026, selling an estimated $182K and leaving 20,337 shares worth $2.78M. The position accounts for 0.51% of the portfolio, ranked #33.

Wagner Wealth Management (South Carolina) first reported a position in XOM in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.66M in Q1 2026. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 20,337 shares of ExxonMobil worth $2.78M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 1,216 ExxonMobil shares in Q2 2026, an estimated $182K.
  • ExxonMobil made up 0.51% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #33 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in ExxonMobil in Q4 2017 and has held it in 27 quarters since.
  • Wagner Wealth Management (South Carolina)'s ExxonMobil position peaked at $3.66M in Q1 2026.
  • 4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.