WealthCare Investment Partners’s ExxonMobil XOM Stock Holding History

WealthCare Investment 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	–	Sell	-5,808	Closed	-$948K	–	211
2026 Q1	$948K	Buy	5,808 +751	+15%	+$110K	0.26%	83
2025 Q4	$620K	Buy	5,057 +2,321	+85%	+$269K	0.18%	103
2025 Q3	$306K	Buy	2,736 +835	+44%	+$92.8K	0.1%	137
2025 Q2	$213K	Sell	1,901 -71	-4%	-$7.59K	0.08%	152
2025 Q1	$208K	Buy	1,972 +17	+0.9%	+$1.88K	0.09%	145
2024 Q4	$210K	Buy	1,955 +230	+13%	+$26.9K	0.09%	136
2024 Q3	$216K	Sell	1,725 -236	-12%	-$27.3K	0.09%	134
2024 Q2	$226K	Sell	1,961 -304	-13%	-$35.4K	0.1%	129
2024 Q1	$263K	Sell	2,265 -3,735	-62%	-$391K	0.13%	116
2023 Q4	$606K	Buy	6,000 +3,402	+131%	+$358K	0.33%	67
2023 Q3	$300K	Buy	2,598 +17	+0.7%	+$1.86K	0.18%	87
2023 Q2	$276K	Buy	2,581 +21	+0.8%	+$2.29K	0.17%	90
2023 Q1	$281K	Buy	2,560 +219	+9%	+$24.2K	0.17%	98
2022 Q4	$258K	Sell	2,341 -51	-2%	-$5.46K	0.18%	96
2022 Q3	$209K	Sell	2,392 -75	-3%	-$6.85K	0.17%	102
2022 Q2	$211K	Buy	2,467 +21	+0.9%	+$1.89K	0.18%	102
2022 Q1	$212K	Buy	+2,446	New	+$190K	0.19%	99

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 Investment Partners's XOM Position: Q2 2026 in Review

WealthCare Investment Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 5,808 shares — an estimated $948K sold.

WealthCare Investment Partners first reported a position in XOM in Q1 2022 and held it in 17 quarters. The position peaked at $948K in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

WealthCare Investment Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
WealthCare Investment Partners sold 5,808 ExxonMobil shares in Q2 2026, an estimated $948K.
WealthCare Investment Partners first reported a position in ExxonMobil in Q1 2022 and held it in 17 quarters.
WealthCare Investment Partners's ExxonMobil position peaked at $948K in Q1 2026.
4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.