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Wellington-Altus USA’s ExxonMobil XOM Stock Holding History

Wellington-Altus USA’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 		$650K Sell
3,829
-3,104
-45% -$465K 0.46% 48
2026
Q1 		$948K Buy
6,933
+3,375
+95% +$493K 0.56% 35
2025
Q4 		$428K Buy
+3,558
New +$413K 0.32% 70

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wellington-Altus USA's XOM Position: Q2 2026 in Review

Wellington-Altus USA reduced its ExxonMobil (XOM) stake by 45% in Q2 2026, selling an estimated $465K and leaving 3,829 shares worth $650K. The position accounts for 0.46% of the portfolio, ranked #48.

Wellington-Altus USA first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $948K in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wellington-Altus USA held 3,829 shares of ExxonMobil worth $650K as of Q2 2026.
  • Wellington-Altus USA sold 3,104 ExxonMobil shares in Q2 2026, an estimated $465K.
  • ExxonMobil made up 0.46% of Wellington-Altus USA's portfolio in Q2 2026, its #48 holding.
  • Wellington-Altus USA first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's ExxonMobil position peaked at $948K in Q1 2026.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.