Warther Private Wealth’s ExxonMobil XOM Stock Holding History

Warther Private 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	$12.1M	Sell	88,251 -86,850	-50%	-$13M	2.65%	20
2026 Q1	$29.7M	Buy	175,101 +103,536	+145%	+$15.1M	6.97%	3
2025 Q4	$8.61M	Buy	+71,565	New	+$8.3M	2.06%	19
2022 Q2	–	Sell	-3,420	Closed	-$284K	–	138
2022 Q1	$284K	Buy	+3,420	New	+$266K	0.19%	111

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

Warther Private Wealth's XOM Position: Q2 2026 in Review

Warther Private Wealth reduced its ExxonMobil (XOM) stake by 50% in Q2 2026, selling an estimated $13M and leaving 88,251 shares worth $12.1M. The position accounts for 2.65% of the portfolio, ranked #20.

Warther Private Wealth first reported a position in XOM in Q1 2022 and has held it in 4 quarters since. The position peaked at $29.7M in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Warther Private Wealth held 88,251 shares of ExxonMobil worth $12.1M as of Q2 2026.
Warther Private Wealth sold 86,850 ExxonMobil shares in Q2 2026, an estimated $13M.
ExxonMobil made up 2.65% of Warther Private Wealth's portfolio in Q2 2026, its #20 holding.
Warther Private Wealth first reported a position in ExxonMobil in Q1 2022 and has held it in 4 quarters since.
Warther Private Wealth's ExxonMobil position peaked at $29.7M in Q1 2026.
4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Warther Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.