Wealth Management Partners
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Wealth Management Partners’s ExxonMobil XOM Stock Holding History

Wealth Management Partners’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
Q3 		$3.86M Sell
23,722
-1,696
-7% -$265K 0.91% 31
2026
Q2 		$3.47M Sell
25,418
-759
-3% -$114K 0.82% 33
2026
Q1 		$4.44M Buy
26,177
+330
+1% +$48.2K 1.27% 16
2025
Q4 		$3.11M Sell
25,847
-103
-0.4% -$11.9K 0.89% 25
2025
Q3 		$2.93M Sell
25,950
-512
-2% -$56.9K 0.93% 23
2025
Q2 		$2.94M Buy
26,462
+30
+0.1% +$3.21K 1.04% 23
2025
Q1 		$3.14M Sell
26,432
-2,131
-7% -$236K 1.46% 15
2024
Q4 		$3.07M Sell
28,563
-2,463
-8% -$288K 1.33% 17
2024
Q3 		$3.64M Sell
31,026
-2,390
-7% -$276K 1.69% 14
2024
Q2 		$3.85M Buy
33,416
+413
+1% +$48.1K 1.87% 12
2024
Q1 		$3.84M Buy
33,003
+5
+0% +$523 1.95% 13
2023
Q4 		$3.3M Sell
32,998
-44
-0.1% -$4.62K 1.84% 13
2023
Q3 		$3.89M Buy
33,042
+173
+0.5% +$19K 2.42% 11
2023
Q2 		$3.53M Sell
32,869
-949
-3% -$104K 2.22% 12
2023
Q1 		$3.71M Buy
33,818
+16,818
+99% +$1.86M 2.59% 11
2022
Q4 		$1.93M Sell
17,000
-1,000
-6% -$107K 1.61% 18
2022
Q3 		$1.77M Buy
18,000
+1,000
+6% +$91.3K 1.56% 19
2022
Q2 		$1.48M Sell
17,000
-1,000
-6% -$90.2K 1.3% 20
2022
Q1 		$1.46M Hold
18,000
– – 1.04% 20
2021
Q4 		$1.07M Sell
18,000
-1,422
-7% -$88.9K 0.74% 32
2021
Q3 		$1.14M Sell
19,422
-80
-0.4% -$4.56K 0.85% 29
2021
Q2 		$1.23M Buy
19,502
+86
+0.4% +$5.14K 0.86% 30
2021
Q1 		$1.1M Sell
19,416
-3,092
-14% -$162K 0.82% 36
2020
Q4 		$1.03M Buy
+22,508
New +$844K 0.81% 34

Other funds holding XOM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wealth Management Partners's XOM Position: Q3 2026 in Review

Wealth Management Partners reduced its ExxonMobil (XOM) stake by 6.7% in Q3 2026, selling an estimated $265K and leaving 23,722 shares worth $3.86M. The position accounts for 0.91% of the portfolio, ranked #31.

Wealth Management Partners first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.44M in Q1 2026. 3,653 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Wealth Management Partners held 23,722 shares of ExxonMobil worth $3.86M as of Q3 2026.
  • Wealth Management Partners sold 1,696 ExxonMobil shares in Q3 2026, an estimated $265K.
  • ExxonMobil made up 0.91% of Wealth Management Partners's portfolio in Q3 2026, its #31 holding.
  • Wealth Management Partners first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • Wealth Management Partners's ExxonMobil position peaked at $4.44M in Q1 2026.
  • 3,653 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.