WealthCare Asset Management’s ExxonMobil XOM Stock Holding History

WealthCare Asset 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	–	Sell	-2,983	Closed	-$506K	–	85
2026 Q1	$506K	Sell	2,983 -41	-1%	-$5.98K	0.54%	18
2025 Q4	$339K	Buy	+3,024	New	+$351K	0.21%	31

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthCare Asset Management's XOM Position: Q2 2026 in Review

WealthCare Asset Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 2,983 shares — an estimated $506K sold.

WealthCare Asset Management first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $506K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

WealthCare Asset Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
WealthCare Asset Management sold 2,983 ExxonMobil shares in Q2 2026, an estimated $506K.
WealthCare Asset Management first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
WealthCare Asset Management's ExxonMobil position peaked at $506K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WealthCare Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.