Wealth Management Associates’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.81M | Buy |
27,893
+3,088
| +12% | +$462K | 1.05% | 21 |
|
|
2026
Q1 | $4.21M | Sell |
24,805
-783
| -3% | -$114K | 1.45% | 16 |
|
|
2025
Q4 | $3.08M | Sell |
25,588
-91
| -0.4% | -$10.6K | 1.07% | 22 |
|
|
2025
Q3 | $2.9M | Sell |
25,679
-509
| -2% | -$56.6K | 1.03% | 22 |
|
|
2025
Q2 | $2.82M | Sell |
26,188
-273
| -1% | -$29.2K | 1.1% | 22 |
|
|
2025
Q1 | $3.15M | Buy |
26,461
+691
| +3% | +$76.4K | 1.35% | 16 |
|
|
2024
Q4 | $2.77M | Buy |
25,770
+10
| +0% | +$1.17K | 1.18% | 20 |
|
|
2024
Q3 | $3.02M | Buy |
25,760
+375
| +1% | +$43.3K | 1.33% | 15 |
|
|
2024
Q2 | $2.92M | Hold |
25,385
| – | – | 1.37% | 15 |
|
|
2024
Q1 | $2.92M | Buy |
25,385
+1,125
| +5% | +$118K | 1.37% | 15 |
|
|
2023
Q4 | $2.43M | Sell |
24,260
-1,934
| -7% | -$203K | 1.28% | 15 |
|
|
2023
Q3 | $3.08M | Sell |
26,194
-409
| -2% | -$44.9K | 1.8% | 13 |
|
|
2023
Q2 | $2.85M | Sell |
26,603
-1,342
| -5% | -$146K | 1.62% | 14 |
|
|
2023
Q1 | $3.06M | Buy |
27,945
+1,288
| +5% | +$142K | 1.89% | 11 |
|
|
2022
Q4 | $2.94M | Buy |
26,657
+1,453
| +6% | +$156K | 1.96% | 12 |
|
|
2022
Q3 | $2.2M | Buy |
25,204
+121
| +0.5% | +$11K | 1.55% | 13 |
|
|
2022
Q2 | $2.15M | Sell |
25,083
-226
| -0.9% | -$20.4K | 1.47% | 15 |
|
|
2022
Q1 | $2.09M | Buy |
25,309
+643
| +3% | +$50K | 1.19% | 18 |
|
|
2021
Q4 | $1.51M | Sell |
24,666
-482
| -2% | -$30.1K | 0.81% | 25 |
|
|
2021
Q3 | $1.48M | Buy |
25,148
+21
| +0.1% | +$1.2K | 0.87% | 26 |
|
|
2021
Q2 | $1.59M | Buy |
25,127
+2,251
| +10% | +$134K | 0.9% | 22 |
|
|
2021
Q1 | $1.28M | Sell |
22,876
-55
| -0.2% | -$2.88K | 0.81% | 25 |
|
|
2020
Q4 | $945K | Sell |
22,931
-260
| -1% | -$9.75K | 0.62% | 36 |
|
|
2020
Q3 | $796K | Sell |
23,191
-475
| -2% | -$19.4K | 0.62% | 37 |
|
|
2020
Q2 | $1.06M | Buy |
23,666
+1,790
| +8% | +$80.3K | 0.89% | 25 |
|
|
2020
Q1 | $831K | Buy |
21,876
+250
| +1% | +$13.8K | 0.84% | 27 |
|
|
2019
Q4 | $1.51M | Buy |
21,626
+3,342
| +18% | +$231K | 1.08% | 23 |
|
|
2019
Q3 | $1.29M | Buy |
18,284
+1,533
| +9% | +$111K | 1.04% | 24 |
|
|
2019
Q2 | $1.28M | Sell |
16,751
-353
| -2% | -$27.3K | 1.28% | 25 |
|
|
2019
Q1 | $1.38M | Buy |
17,104
+4,913
| +40% | +$375K | 1.51% | 21 |
|
|
2018
Q4 | $831K | Buy |
+12,191
| New | +$956K | 1.12% | 27 |
|
Other funds holding XOM
Wealth Management Associates's XOM Position: Q2 2026 in Review
Wealth Management Associates increased its ExxonMobil (XOM) stake by 12% in Q2 2026, buying an estimated $462K and bringing the position to 27,893 shares worth $3.81M. The position accounts for 1.05% of the portfolio, ranked #21.
Wealth Management Associates first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.21M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Wealth Management Associates held 27,893 shares of ExxonMobil worth $3.81M as of Q2 2026.
- Wealth Management Associates bought 3,088 ExxonMobil shares in Q2 2026, an estimated $462K.
- ExxonMobil made up 1.05% of Wealth Management Associates's portfolio in Q2 2026, its #21 holding.
- Wealth Management Associates first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
- Wealth Management Associates's ExxonMobil position peaked at $4.21M in Q1 2026.
- 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.