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Wealth Dimensions Group’s ExxonMobil XOM Stock Holding History

Wealth Dimensions Group’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 		$2.22M Buy
16,251
+108
+0.7% +$16.2K 0.4% 36
2026
Q1 		$2.74M Sell
16,143
-1,095
-6% -$160K 0.54% 25
2025
Q4 		$2.07M Sell
17,238
-7
-0% -$812 0.41% 36
2025
Q3 		$1.94M Sell
17,245
-231
-1% -$25.7K 0.4% 35
2025
Q2 		$1.88M Sell
17,476
-31
-0.2% -$3.31K 0.42% 36
2025
Q1 		$2.08M Buy
17,507
+132
+0.8% +$14.6K 0.5% 30
2024
Q4 		$1.87M Sell
17,375
-653
-4% -$76.4K 0.46% 33
2024
Q3 		$2.11M Buy
18,028
+297
+2% +$34.3K 0.54% 29
2024
Q2 		$2.04M Sell
17,731
-1,040
-6% -$121K 0.58% 26
2024
Q1 		$2.18M Buy
18,771
+560
+3% +$58.6K 0.64% 24
2023
Q4 		$1.82M Sell
18,211
-263
-1% -$27.6K 0.58% 31
2023
Q3 		$2.17M Sell
18,474
-992
-5% -$109K 0.79% 21
2023
Q2 		$2.09M Sell
19,466
-213
-1% -$23.2K 0.76% 23
2023
Q1 		$2.16M Sell
19,679
-41
-0.2% -$4.54K 0.83% 23
2022
Q4 		$2.18M Buy
19,720
+1,084
+6% +$116K 0.89% 20
2022
Q3 		$1.63M Sell
18,636
-291
-2% -$26.6K 0.81% 23
2022
Q2 		$1.62M Sell
18,927
-96
-0.5% -$8.66K 0.77% 24
2022
Q1 		$1.57M Sell
19,023
-635
-3% -$49.4K 0.73% 25
2021
Q4 		$1.2M Buy
19,658
+792
+4% +$49.5K 0.59% 27
2021
Q3 		$1.11M Buy
18,866
+563
+3% +$32.1K 0.71% 25
2021
Q2 		$1.16M Buy
18,303
+738
+4% +$44.1K 0.78% 24
2021
Q1 		$981K Buy
17,565
+12
+0.1% +$629 0.76% 27
2020
Q4 		$724K Buy
+17,553
New +$658K 0.63% 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

Wealth Dimensions Group's XOM Position: Q2 2026 in Review

Wealth Dimensions Group increased its ExxonMobil (XOM) stake by 0.67% in Q2 2026, buying an estimated $16.2K and bringing the position to 16,251 shares worth $2.22M. The position accounts for 0.4% of the portfolio, ranked #36.

Wealth Dimensions Group first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.74M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wealth Dimensions Group held 16,251 shares of ExxonMobil worth $2.22M as of Q2 2026.
  • Wealth Dimensions Group bought 108 ExxonMobil shares in Q2 2026, an estimated $16.2K.
  • ExxonMobil made up 0.4% of Wealth Dimensions Group's portfolio in Q2 2026, its #36 holding.
  • Wealth Dimensions Group first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's ExxonMobil position peaked at $2.74M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.