Weinberger Asset Management’s ExxonMobil XOM Stock Holding History

Weinberger 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	$543K	Buy	3,494 +127	+4%	+$19K	0.17%	67
2026 Q1	$571K	Buy	3,367 +13	+0.4%	+$1.9K	0.21%	60
2025 Q4	$404K	Buy	3,354 +81	+2%	+$9.39K	0.15%	69
2025 Q3	$369K	Buy	3,273 +58	+2%	+$6.45K	0.13%	69
2025 Q2	$347K	Sell	3,215 -1,329	-29%	-$142K	0.13%	71
2025 Q1	$540K	Buy	4,544 +81	+2%	+$8.96K	0.23%	56
2024 Q4	$480K	Sell	4,463 -112	-2%	-$13.1K	0.2%	59
2024 Q3	$536K	Buy	4,575 +14	+0.3%	+$1.62K	0.23%	56
2024 Q2	$525K	Sell	4,561 -54	-1%	-$6.29K	0.25%	54
2024 Q1	$536K	Buy	4,615 +164	+4%	+$17.2K	0.26%	51
2023 Q4	$445K	Buy	4,451 +114	+3%	+$12K	0.23%	61
2023 Q3	$510K	Buy	4,337 +137	+3%	+$15K	0.29%	51
2023 Q2	$450K	Hold	4,200	–	–	0.25%	56
2023 Q1	$461K	Hold	4,200	–	–	0.27%	54
2022 Q4	$463K	Buy	+4,200	New	+$450K	0.28%	50

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

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

Weinberger Asset Management increased its ExxonMobil (XOM) stake by 3.8% in Q2 2026, buying an estimated $19K and bringing the position to 3,494 shares worth $543K. The position accounts for 0.17% of the portfolio, ranked #67.

Weinberger Asset Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $571K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Weinberger Asset Management held 3,494 shares of ExxonMobil worth $543K as of Q2 2026.
Weinberger Asset Management bought 127 ExxonMobil shares in Q2 2026, an estimated $19K.
ExxonMobil made up 0.17% of Weinberger Asset Management's portfolio in Q2 2026, its #67 holding.
Weinberger Asset Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Weinberger Asset Management's ExxonMobil position peaked at $571K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.