WealthTrak Capital Management’s ExxonMobil XOM Stock Holding History

WealthTrak 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	–	Sell	-1,337	Closed	-$227K	–	86
2026 Q1	$227K	Buy	+1,337	New	+$195K	0.16%	77
2025 Q3	–	Sell	-1,502	Closed	-$162K	–	903
2025 Q2	$162K	Sell	1,502 -599	-29%	-$64K	0.14%	78
2025 Q1	$250K	Buy	2,101 +48	+2%	+$5.31K	0.22%	65
2024 Q4	$221K	Buy	+2,053	New	+$240K	0.19%	68

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

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

WealthTrak Capital Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,337 shares — an estimated $227K sold.

WealthTrak Capital Management first reported a position in XOM in Q4 2024 and held it in 4 quarters. The position peaked at $250K in Q1 2025. 4,267 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

WealthTrak Capital Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
WealthTrak Capital Management sold 1,337 ExxonMobil shares in Q2 2026, an estimated $227K.
WealthTrak Capital Management first reported a position in ExxonMobil in Q4 2024 and held it in 4 quarters.
WealthTrak Capital Management's ExxonMobil position peaked at $250K in Q1 2025.
4,267 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.