Wealthspan Partners’s ExxonMobil XOM Stock Holding History

Wealthspan 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	$743K	Hold	5,436	–	–	0.23%	68
2026 Q1	$922K	Sell	5,436 -463	-8%	-$67.6K	0.33%	55
2025 Q4	$710K	Buy	5,899 +1,000	+20%	+$116K	0.26%	61
2025 Q3	$552K	Sell	4,899 -50	-1%	-$5.56K	0.21%	70
2025 Q2	$534K	Hold	4,949	–	–	0.22%	67
2025 Q1	$589K	Hold	4,949	–	–	0.27%	59
2024 Q4	$532K	Buy	4,949 +113	+2%	+$13.2K	0.25%	63
2024 Q3	$567K	Hold	4,836	–	–	0.28%	60
2024 Q2	$557K	Hold	4,836	–	–	0.31%	56
2024 Q1	$562K	Buy	4,836 +203	+4%	+$21.2K	0.33%	56
2023 Q4	$463K	Sell	4,633 -285	-6%	-$30K	0.32%	51
2023 Q3	$578K	Hold	4,918	–	–	0.46%	38
2023 Q2	$527K	Sell	4,918 -76	-2%	-$8.29K	0.42%	38
2023 Q1	$548K	Buy	4,994 +26	+0.5%	+$2.88K	0.47%	40
2022 Q4	$548K	Hold	4,968	–	–	0.5%	39
2022 Q3	$434K	Buy	4,968 +315	+7%	+$28.8K	0.45%	41
2022 Q2	$398K	Hold	4,653	–	–	0.41%	42
2022 Q1	$384K	Hold	4,653	–	–	0.35%	49
2021 Q4	$285K	Buy	+4,653	New	+$291K	0.25%	58

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

Wealthspan Partners's XOM Position: Q2 2026 in Review

Wealthspan Partners held its ExxonMobil (XOM) position steady in Q2 2026 at 5,436 shares worth $743K. The position accounts for 0.23% of the portfolio, ranked #68.

Wealthspan Partners first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $922K in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Wealthspan Partners held 5,436 shares of ExxonMobil worth $743K as of Q2 2026.
Wealthspan Partners left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.23% of Wealthspan Partners's portfolio in Q2 2026, its #68 holding.
Wealthspan Partners first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Wealthspan Partners's ExxonMobil position peaked at $922K in Q1 2026.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.