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Wealth Alliance’s ExxonMobil XOM Stock Holding History

Wealth Alliance’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 		$3.12M Sell
22,829
-9,686
-30% -$1.45M 0.26% 74
2026
Q1 		$5.52M Sell
32,515
-7,969
-20% -$1.16M 0.54% 35
2025
Q4 		$4.87M Buy
40,484
+2,510
+7% +$291K 0.48% 37
2025
Q3 		$4.28M Buy
37,974
+572
+2% +$63.6K 0.44% 37
2025
Q2 		$4.03M Buy
37,402
+4,922
+15% +$526K 0.45% 41
2025
Q1 		$3.86M Buy
32,480
+6,886
+27% +$762K 0.47% 39
2024
Q4 		$2.75M Buy
25,594
+2,912
+13% +$341K 0.33% 56
2024
Q3 		$2.66M Buy
22,682
+188
+0.8% +$21.7K 0.32% 59
2024
Q2 		$2.59M Sell
22,494
-1,780
-7% -$207K 0.33% 55
2024
Q1 		$2.82M Buy
24,274
+5,533
+30% +$579K 0.37% 49
2023
Q4 		$1.87M Sell
18,741
-2,733
-13% -$287K 0.26% 74
2023
Q3 		$2.52M Buy
21,474
+1,562
+8% +$171K 0.4% 51
2023
Q2 		$2.14M Buy
19,912
+3,839
+24% +$419K 0.32% 54
2023
Q1 		$1.76M Buy
16,073
+722
+5% +$79.9K 0.29% 73
2022
Q4 		$1.69M Sell
15,351
-1,399
-8% -$150K 0.3% 68
2022
Q3 		$1.46M Sell
16,750
-4,669
-22% -$426K 0.29% 70
2022
Q2 		$1.83M Sell
21,419
-2,881
-12% -$260K 0.35% 58
2022
Q1 		$2.01M Buy
24,300
+357
+1% +$27.8K 0.41% 46
2021
Q4 		$1.47M Buy
23,943
+1,611
+7% +$101K 0.29% 72
2021
Q3 		$1.31M Sell
22,332
-1,139
-5% -$64.9K 0.3% 70
2021
Q2 		$1.48M Buy
23,471
+4,710
+25% +$281K 0.35% 60
2021
Q1 		$1.05M Buy
18,761
+868
+5% +$45.5K 0.29% 79
2020
Q4 		$737K Buy
17,893
+2,149
+14% +$80.6K 0.22% 124
2020
Q3 		$540K Sell
15,744
-818
-5% -$33.4K 0.19% 136
2020
Q2 		$741K Buy
16,562
+6,891
+71% +$309K 0.29% 84
2020
Q1 		$367K Sell
9,671
-5,425
-36% -$300K 0.2% 135
2019
Q4 		$1.05M Buy
+15,096
New +$1.04M 0.75% 38

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

Wealth Alliance's XOM Position: Q2 2026 in Review

Wealth Alliance reduced its ExxonMobil (XOM) stake by 30% in Q2 2026, selling an estimated $1.45M and leaving 22,829 shares worth $3.12M. The position accounts for 0.26% of the portfolio, ranked #74.

Wealth Alliance first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.52M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wealth Alliance held 22,829 shares of ExxonMobil worth $3.12M as of Q2 2026.
  • Wealth Alliance sold 9,686 ExxonMobil shares in Q2 2026, an estimated $1.45M.
  • ExxonMobil made up 0.26% of Wealth Alliance's portfolio in Q2 2026, its #74 holding.
  • Wealth Alliance first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance's ExxonMobil position peaked at $5.52M in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.