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Westbourne Investments’s ExxonMobil XOM Stock Holding History

Westbourne Investments’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 		$1.47M Sell
10,776
-800
-7% -$120K 0.6% 49
2026
Q1 		$1.96M Sell
11,576
-81
-0.7% -$11.8K 0.93% 37
2025
Q4 		$1.4M Buy
11,657
+8,332
+251% +$966K 0.65% 47
2025
Q3 		$380K Sell
3,325
-664
-17% -$73.8K 0.18% 88
2025
Q2 		$430K Sell
3,989
-200
-5% -$21.4K 0.23% 87
2025
Q1 		$498K Sell
4,189
-60
-1% -$6.64K 0.3% 72
2024
Q4 		$457K Buy
+4,249
New +$497K 0.27% 77

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

Westbourne Investments's XOM Position: Q2 2026 in Review

Westbourne Investments reduced its ExxonMobil (XOM) stake by 6.9% in Q2 2026, selling an estimated $120K and leaving 10,776 shares worth $1.47M. The position accounts for 0.6% of the portfolio, ranked #49.

Westbourne Investments first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Westbourne Investments held 10,776 shares of ExxonMobil worth $1.47M as of Q2 2026.
  • Westbourne Investments sold 800 ExxonMobil shares in Q2 2026, an estimated $120K.
  • ExxonMobil made up 0.6% of Westbourne Investments's portfolio in Q2 2026, its #49 holding.
  • Westbourne Investments first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Westbourne Investments's ExxonMobil position peaked at $1.96M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.