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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
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% -$4.63K 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 		$1.49M Sell
17,000
-1,000
-6% -$90.2K 1.3% 20
2022
Q1 		$1.47M 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% +$5.13K 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

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 Management Partners's XOM Position: Q2 2026 in Review

Wealth Management Partners reduced its ExxonMobil (XOM) stake by 2.9% in Q2 2026, selling an estimated $114K and leaving 25,418 shares worth $3.47M. The position accounts for 0.82% of the portfolio, ranked #33.

Wealth Management Partners first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.44M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wealth Management Partners held 25,418 shares of ExxonMobil worth $3.47M as of Q2 2026.
  • Wealth Management Partners sold 759 ExxonMobil shares in Q2 2026, an estimated $114K.
  • ExxonMobil made up 0.82% of Wealth Management Partners's portfolio in Q2 2026, its #33 holding.
  • Wealth Management Partners first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's ExxonMobil position peaked at $4.44M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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