WealthBridge Capital Management’s ExxonMobil XOM Stock Holding History

WealthBridge Capital Management’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	$2.82M	Buy	20,613 +4,539	+28%	+$679K	0.56%	39
2026 Q1	$2.73M	Buy	16,074 +384	+2%	+$56K	0.63%	35
2025 Q4	$1.89M	Buy	15,690 +2	+0%	+$232	0.43%	49
2025 Q3	$1.77M	Buy	15,688 +321	+2%	+$35.7K	0.42%	50
2025 Q2	$1.66M	Sell	15,367 -800	-5%	-$85.5K	0.42%	49
2025 Q1	$1.92M	Buy	16,167 +1,307	+9%	+$145K	0.54%	44
2024 Q4	$1.6M	Buy	14,860 +651	+5%	+$76.2K	0.44%	47
2024 Q3	$1.67M	Buy	14,209 +1,396	+11%	+$161K	0.48%	48
2024 Q2	$1.48M	Buy	12,813 +151	+1%	+$17.6K	0.49%	44
2024 Q1	$1.47M	Buy	12,662 +1,083	+9%	+$113K	0.5%	44
2023 Q4	$1.16M	Sell	11,579 -58	-0.5%	-$6.1K	0.43%	50
2023 Q3	$1.37M	Buy	11,637 +955	+9%	+$105K	0.56%	40
2023 Q2	$1.15M	Buy	10,682 +4,087	+62%	+$446K	0.46%	47
2023 Q1	$723K	Sell	6,595 -993	-13%	-$110K	0.29%	68
2022 Q4	$837K	Buy	7,588 +131	+2%	+$14K	0.35%	63
2022 Q3	$639K	Hold	7,457	–	–	0.27%	78
2022 Q2	$639K	Sell	7,457 -42	-0.6%	-$3.79K	0.27%	78
2022 Q1	$619K	Buy	7,499 +379	+5%	+$29.5K	0.23%	91
2021 Q4	$436K	Buy	+7,120	New	+$445K	0.16%	107
2019 Q2	–	Sell	-3,025	Closed	-$232K	–	898
2019 Q1	$232K	Buy	3,025 +1,401	+86%	+$107K	0.15%	99
2018 Q4	$111K	Buy	+1,624	New	+$127K	0.08%	157

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

WealthBridge Capital Management's XOM Position: Q2 2026 in Review

WealthBridge Capital Management increased its ExxonMobil (XOM) stake by 28% in Q2 2026, buying an estimated $679K and bringing the position to 20,613 shares worth $2.82M. The position accounts for 0.56% of the portfolio, ranked #39.

WealthBridge Capital Management first reported a position in XOM in Q4 2018 and has held it in 21 quarters since. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

WealthBridge Capital Management held 20,613 shares of ExxonMobil worth $2.82M as of Q2 2026.
WealthBridge Capital Management bought 4,539 ExxonMobil shares in Q2 2026, an estimated $679K.
ExxonMobil made up 0.56% of WealthBridge Capital Management's portfolio in Q2 2026, its #39 holding.
WealthBridge Capital Management first reported a position in ExxonMobil in Q4 2018 and has held it in 21 quarters since.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.