West Branch Capital’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.77M | Sell |
42,207
-289
| -0.7% | -$43.3K | 1.34% | 22 |
|
|
2026
Q1 | $7.21M | Buy |
42,496
+4,509
| +12% | +$658K | 1.93% | 14 |
|
|
2025
Q4 | $4.57M | Buy |
37,987
+254
| +0.7% | +$29.5K | 1.18% | 23 |
|
|
2025
Q3 | $4.25M | Buy |
37,733
+1,070
| +3% | +$119K | 1.12% | 24 |
|
|
2025
Q2 | $3.95M | Buy |
36,663
+1,946
| +6% | +$208K | 1.17% | 23 |
|
|
2025
Q1 | $4.13M | Buy |
34,717
+3,999
| +13% | +$442K | 1.38% | 22 |
|
|
2024
Q4 | $3.3M | Buy |
30,718
+2,626
| +9% | +$307K | 1.05% | 22 |
|
|
2024
Q3 | $3.29M | Buy |
28,092
+524
| +2% | +$60.5K | 1.14% | 21 |
|
|
2024
Q2 | $3.17M | Buy |
27,568
+935
| +4% | +$109K | 1.18% | 20 |
|
|
2024
Q1 | $3.1M | Buy |
26,633
+4,249
| +19% | +$445K | 1.25% | 19 |
|
|
2023
Q4 | $2.24M | Buy |
22,384
+1,863
| +9% | +$196K | 1.05% | 23 |
|
|
2023
Q3 | $2.41M | Buy |
20,521
+11
| +0.1% | +$1.21K | 1.27% | 18 |
|
|
2023
Q2 | $2.2M | Buy |
20,510
+159
| +0.8% | +$17.3K | 1.1% | 18 |
|
|
2023
Q1 | $2.23M | Sell |
20,351
-883
| -4% | -$97.7K | 1.24% | 18 |
|
|
2022
Q4 | $2.34M | Buy |
21,234
+200
| +1% | +$21.4K | 1.45% | 19 |
|
|
2022
Q3 | $1.84M | Buy |
21,034
+597
| +3% | +$54.5K | 1.14% | 23 |
|
|
2022
Q2 | $1.75M | Buy |
20,437
+78
| +0.4% | +$7.04K | 1.01% | 24 |
|
|
2022
Q1 | $1.68M | Sell |
20,359
-226
| -1% | -$17.6K | 0.8% | 33 |
|
|
2021
Q4 | $1.26M | Buy |
20,585
+412
| +2% | +$25.8K | 0.54% | 43 |
|
|
2021
Q3 | $1.19M | Buy |
20,173
+475
| +2% | +$27.1K | 0.57% | 40 |
|
|
2021
Q2 | $1.24M | Buy |
19,698
+2,607
| +15% | +$156K | 0.61% | 40 |
|
|
2021
Q1 | $954K | Buy |
17,091
+7,971
| +87% | +$418K | 0.56% | 44 |
|
|
2020
Q4 | $376K | Sell |
9,120
-14,996
| -62% | -$562K | 0.22% | 62 |
|
|
2020
Q3 | $828K | Sell |
24,116
-2,892
| -11% | -$118K | 0.53% | 46 |
|
|
2020
Q2 | $1.21M | Buy |
27,008
+14,537
| +117% | +$652K | 0.85% | 36 |
|
|
2020
Q1 | $474K | Sell |
12,471
-14,348
| -53% | -$792K | 0.45% | 47 |
|
|
2019
Q4 | $1.87M | Buy |
26,819
+9,976
| +59% | +$690K | 1.3% | 26 |
|
|
2019
Q3 | $1.19M | Buy |
16,843
+1,301
| +8% | +$94.1K | 0.88% | 40 |
|
|
2019
Q2 | $1.19M | Sell |
15,542
-782
| -5% | -$60.5K | 0.98% | 32 |
|
|
2019
Q1 | $1.32M | Buy |
16,324
+1,505
| +10% | +$115K | 1.18% | 24 |
|
|
2018
Q4 | $1.01M | Buy |
14,819
+1,080
| +8% | +$84.7K | 1.06% | 30 |
|
|
2018
Q3 | $1.17M | Sell |
13,739
-484
| -3% | -$39.6K | 0.87% | 37 |
|
|
2018
Q2 | $1.18M | Buy |
14,223
+2,734
| +24% | +$218K | 0.93% | 36 |
|
|
2018
Q1 | $857K | Buy |
+11,489
| New | +$918K | 0.94% | 35 |
|
Other funds holding XOM
FWIA
West Branch Capital's XOM Position: Q2 2026 in Review
West Branch Capital reduced its ExxonMobil (XOM) stake by 0.68% in Q2 2026, selling an estimated $43.3K and leaving 42,207 shares worth $5.77M. The position accounts for 1.34% of the portfolio, ranked #22.
West Branch Capital first reported a position in XOM in Q1 2018 and has held it in 34 quarters since. The position peaked at $7.21M in Q1 2026. 2,059 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- West Branch Capital held 42,207 shares of ExxonMobil worth $5.77M as of Q2 2026.
- West Branch Capital sold 289 ExxonMobil shares in Q2 2026, an estimated $43.3K.
- ExxonMobil made up 1.34% of West Branch Capital's portfolio in Q2 2026, its #22 holding.
- West Branch Capital first reported a position in ExxonMobil in Q1 2018 and has held it in 34 quarters since.
- West Branch Capital's ExxonMobil position peaked at $7.21M in Q1 2026.
- 2,059 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.