WE
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Wealth Effects’s ExxonMobil XOM Stock Holding History

Wealth Effects’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 		$1.51M Sell
11,041
-189
-2% -$28.3K 0.41% 49
2026
Q1 		$1.91M Sell
11,230
-902
-7% -$132K 0.68% 31
2025
Q4 		$1.46M Buy
12,132
+930
+8% +$108K 0.46% 38
2025
Q3 		$1.26M Sell
11,202
-1
-0% -$111 0.41% 46
2025
Q2 		$1.21M Sell
11,203
-951
-8% -$102K 0.45% 43
2025
Q1 		$1.45M Sell
12,154
-902
-7% -$99.8K 0.61% 37
2024
Q4 		$1.4M Sell
13,056
-755
-5% -$88.3K 0.5% 43
2024
Q3 		$1.62M Sell
13,811
-424
-3% -$49K 0.57% 39
2024
Q2 		$1.64M Sell
14,235
-241
-2% -$28.1K 0.59% 36
2024
Q1 		$1.68M Buy
14,476
+2,281
+19% +$239K 0.62% 35
2023
Q4 		$1.22M Buy
12,195
+4,473
+58% +$470K 0.46% 52
2023
Q3 		$908K Sell
7,722
-2,099
-21% -$230K 0.45% 49
2023
Q2 		$1.05M Sell
9,821
-1,048
-10% -$114K 0.46% 48
2023
Q1 		$1.19M Sell
10,869
-1,873
-15% -$207K 0.61% 40
2022
Q4 		$1.41M Buy
12,742
+41
+0.3% +$4.39K 0.8% 32
2022
Q3 		$1.11M Sell
12,701
-1,318
-9% -$120K 0.68% 34
2022
Q2 		$1.2M Buy
14,019
+568
+4% +$51.2K 0.72% 34
2022
Q1 		$1.11M Buy
13,451
+1,481
+12% +$115K 0.52% 47
2021
Q4 		$732K Buy
+11,970
New +$748K 0.3% 67

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 Effects's XOM Position: Q2 2026 in Review

Wealth Effects reduced its ExxonMobil (XOM) stake by 1.7% in Q2 2026, selling an estimated $28.3K and leaving 11,041 shares worth $1.51M. The position accounts for 0.41% of the portfolio, ranked #49.

Wealth Effects first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wealth Effects held 11,041 shares of ExxonMobil worth $1.51M as of Q2 2026.
  • Wealth Effects sold 189 ExxonMobil shares in Q2 2026, an estimated $28.3K.
  • ExxonMobil made up 0.41% of Wealth Effects's portfolio in Q2 2026, its #49 holding.
  • Wealth Effects first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's ExxonMobil position peaked at $1.91M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.