Westend Capital Management’s ExxonMobil XOM Stock Holding History

Westend Capital Management’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	$1.42M	Sell	10,400 -614	-6%	-$91.9K	0.33%	30
2026 Q1	$1.87M	Hold	11,014	–	–	0.56%	25
2025 Q4	$1.33M	Buy	11,014 +46	+0.4%	+$5.33K	0.37%	25
2025 Q3	$1.24M	Hold	10,968	–	–	0.36%	23
2025 Q2	$1.18M	Sell	10,968 -800	-7%	-$85.5K	0.36%	25
2025 Q1	$1.4M	Buy	11,768 +183	+2%	+$20.2K	0.53%	24
2024 Q4	$1.25M	Hold	11,585	–	–	0.37%	26
2024 Q3	$1.36M	Hold	11,585	–	–	0.47%	28
2024 Q2	$1.33M	Sell	11,585 -113	-1%	-$13.2K	0.47%	26
2024 Q1	$1.36M	Buy	+11,698	New	+$1.22M	0.53%	26
2016 Q3	$1.54M	Buy	17,666 +165	+0.9%	+$14.6K	2.15%	21
2016 Q2	$1.64M	Hold	17,501	–	–	2.38%	13
2016 Q1	$1.46M	Buy	17,501 +2,870	+20%	+$230K	2%	18
2015 Q4	$1.14M	Hold	14,631	–	–	1.56%	29
2015 Q3	$1.21M	Hold	14,631	–	–	1.53%	29
2015 Q2	$1.19M	Hold	14,631	–	–	1.39%	36
2015 Q1	$1.24M	Sell	14,631 -7	-0%	-$621	1.46%	34
2014 Q4	$1.35M	Hold	14,638	–	–	1.56%	30
2014 Q3	$1.33M	Sell	14,638 -12	-0.1%	-$1.2K	1.46%	30
2014 Q2	$1.51M	Sell	14,650 -250	-2%	-$25.2K	1.8%	28
2014 Q1	$1.46M	Hold	14,900	–	–	1.73%	29
2013 Q4	$1.51M	Buy	+14,900	New	+$1.38M	1.62%	26
2013 Q2	$1.39M	Buy	+15,431	New	+$1.39M	1.45%	33

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

Westend Capital Management's XOM Position: Q2 2026 in Review

Westend Capital Management reduced its ExxonMobil (XOM) stake by 5.6% in Q2 2026, selling an estimated $91.9K and leaving 10,400 shares worth $1.42M. The position accounts for 0.33% of the portfolio, ranked #30.

Westend Capital Management first reported a position in XOM in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.87M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Westend Capital Management held 10,400 shares of ExxonMobil worth $1.42M as of Q2 2026.
Westend Capital Management sold 614 ExxonMobil shares in Q2 2026, an estimated $91.9K.
ExxonMobil made up 0.33% of Westend Capital Management's portfolio in Q2 2026, its #30 holding.
Westend Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 23 quarters since.
Westend Capital Management's ExxonMobil position peaked at $1.87M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.