WI
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WBI Investments’s ExxonMobil XOM Stock Holding History

WBI Investments’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
-2,595
Closed -$440K – 375
2026
Q1 		$440K Buy
+2,595
New +$379K 0.12% 202
2025
Q2 		– Sell
-2,237
Closed -$266K – 333
2025
Q1 		$266K Buy
+2,237
New +$247K 0.07% 196
2023
Q2 		– Sell
-17,476
Closed -$1.92M – 234
2023
Q1 		$1.92M Sell
17,476
-3,255
-16% -$360K 0.38% 70
2022
Q4 		$2.29M Sell
20,731
-15,718
-43% -$1.68M 0.49% 58
2022
Q3 		$3.18M Sell
36,449
-31,602
-46% -$2.89M 0.93% 24
2022
Q2 		$5.62M Buy
68,051
+57,028
+517% +$5.14M 1.21% 24
2022
Q1 		$910K Sell
11,023
-72,362
-87% -$5.62M 0.15% 117
2021
Q4 		$4.92M Buy
+83,385
New +$5.21M 0.79% 26
2021
Q2 		– Sell
-64,887
Closed -$3.62M – 252
2021
Q1 		$3.62M Sell
64,887
-4,532
-7% -$238K 0.57% 38
2020
Q4 		$2.86M Buy
69,419
+1,305
+2% +$48.9K 0.43% 56
2020
Q3 		$2.34M Buy
68,114
+37,060
+119% +$1.51M 0.36% 54
2020
Q2 		$1.39M Buy
+31,054
New +$1.39M 0.22% 54
2020
Q1 		– Sell
-54,015
Closed -$3.77M – 210
2019
Q4 		$3.77M Buy
54,015
+48,451
+871% +$3.35M 0.4% 59
2019
Q3 		$393K Buy
+5,564
New +$402K 0.04% 171
2019
Q2 		– Sell
-212,415
Closed -$17.2M – 307
2019
Q1 		$17.2M Buy
+212,415
New +$16.2M 1.32% 17
2018
Q4 		– Sell
-44,237
Closed -$3.76M – 238
2018
Q3 		$3.76M Buy
44,237
+12,955
+41% +$1.06M 0.2% 87
2018
Q2 		$2.59M Buy
+31,282
New +$2.49M 0.14% 100
2014
Q4 		– Sell
-479,493
Closed -$45.1M – 245
2014
Q3 		$45.1M Buy
+479,493
New +$47.8M 1.34% 26

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

WBI Investments's XOM Position: Q2 2026 in Review

WBI Investments sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 2,595 shares — an estimated $440K sold.

WBI Investments first reported a position in XOM in Q3 2014 and held it in 18 quarters. The position peaked at $45.1M in Q3 2014. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • WBI Investments reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • WBI Investments sold 2,595 ExxonMobil shares in Q2 2026, an estimated $440K.
  • WBI Investments first reported a position in ExxonMobil in Q3 2014 and held it in 18 quarters.
  • WBI Investments's ExxonMobil position peaked at $45.1M in Q3 2014.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.