Welch Capital Partners’s ExxonMobil XOM Stock Holding History

Welch Capital 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	$248K	Hold	1,813	–	–	0.05%	24
2026 Q1	$308K	Hold	1,813	–	–	0.07%	20
2025 Q4	$218K	Hold	1,813	–	–	0.04%	24
2025 Q3	$204K	Buy	+1,813	New	+$202K	0.04%	24
2025 Q2	–	Sell	-1,813	Closed	-$216K	–	25
2025 Q1	$216K	Buy	+1,813	New	+$201K	0.05%	21
2024 Q4	–	Sell	-1,813	Closed	-$213K	–	25
2024 Q3	$213K	Hold	1,813	–	–	0.05%	21
2024 Q2	$209K	Buy	+1,813	New	+$211K	0.05%	22
2023 Q1	–	Sell	-3,477	Closed	-$384K	–	31
2022 Q4	$384K	Hold	3,477	–	–	0.12%	17
2022 Q3	$304K	Hold	3,477	–	–	0.1%	23
2022 Q2	$298K	Hold	3,477	–	–	0.09%	26
2022 Q1	$287K	Sell	3,477 -1,500	-30%	-$117K	0.07%	30
2021 Q4	$305K	Buy	+4,977	New	+$311K	0.07%	30
2013 Q3	–	Sell	-150	Closed	-$14K	–	57
2013 Q2	$14K	Buy	+150	New	+$13.5K	﹤0.01%	52

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

Welch Capital Partners's XOM Position: Q2 2026 in Review

Welch Capital Partners held its ExxonMobil (XOM) position steady in Q2 2026 at 1,813 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #24.

Welch Capital Partners first reported a position in XOM in Q2 2013 and has held it in 13 quarters since. The position peaked at $384K in Q4 2022. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Welch Capital Partners held 1,813 shares of ExxonMobil worth $248K as of Q2 2026.
Welch Capital Partners left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.05% of Welch Capital Partners's portfolio in Q2 2026, its #24 holding.
Welch Capital Partners first reported a position in ExxonMobil in Q2 2013 and has held it in 13 quarters since.
Welch Capital Partners's ExxonMobil position peaked at $384K in Q4 2022.
4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Welch Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.