West Wealth Group’s ExxonMobil XOM Stock Holding History

West Wealth Group’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	$675K	Buy	4,940 +425	+9%	+$63.6K	0.11%	68
2026 Q1	$766K	Buy	4,515 +54	+1%	+$7.88K	0.15%	50
2025 Q4	$537K	Buy	4,461 +211	+5%	+$24.5K	0.11%	61
2025 Q3	$474K	Buy	4,250 +482	+13%	+$53.6K	0.11%	67
2025 Q2	$401K	Buy	3,768 +803	+27%	+$85.8K	0.1%	65
2025 Q1	$353K	Buy	2,965 +41	+1%	+$4.53K	0.1%	67
2024 Q4	$315K	Buy	2,924 +749	+34%	+$87.6K	0.09%	68
2024 Q3	$255K	Buy	+2,175	New	+$251K	0.08%	74

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

West Wealth Group's XOM Position: Q2 2026 in Review

West Wealth Group increased its ExxonMobil (XOM) stake by 9.4% in Q2 2026, buying an estimated $63.6K and bringing the position to 4,940 shares worth $675K. The position accounts for 0.11% of the portfolio, ranked #68.

West Wealth Group first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $766K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

West Wealth Group held 4,940 shares of ExxonMobil worth $675K as of Q2 2026.
West Wealth Group bought 425 ExxonMobil shares in Q2 2026, an estimated $63.6K.
ExxonMobil made up 0.11% of West Wealth Group's portfolio in Q2 2026, its #68 holding.
West Wealth Group first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
West Wealth Group's ExxonMobil position peaked at $766K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.