Western Pacific Wealth Management’s ExxonMobil XOM Stock Holding History

Western Pacific Wealth 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	$100K	Hold	733	–	–	0.09%	96
2026 Q1	$124K	Hold	733	–	–	0.13%	79
2025 Q4	$88.2K	Hold	733	–	–	0.09%	93
2025 Q3	$82.7K	Buy	733 +1	+0.1%	+$111	0.08%	106
2025 Q2	$78.9K	Sell	732 -57	-7%	-$6.09K	0.08%	113
2025 Q1	$93.9K	Buy	789 +1	+0.1%	+$111	0.08%	104
2024 Q4	$84.8K	Sell	788 -1,447	-65%	-$169K	0.07%	115
2024 Q3	$262K	Sell	2,235 -87	-4%	-$10K	0.17%	45
2024 Q2	$267K	Buy	2,322 +1	+0%	+$116	0.2%	36
2024 Q1	$270K	Buy	2,321 +556	+32%	+$58.2K	0.2%	36
2023 Q4	$176K	Sell	1,765 -722	-29%	-$75.9K	0.13%	53
2023 Q3	$292K	Hold	2,487	–	–	0.24%	28
2023 Q2	$267K	Sell	2,487 -389	-14%	-$42.4K	0.2%	28
2023 Q1	$315K	Hold	2,876	–	–	0.24%	22
2022 Q4	$317K	Buy	2,876 +799	+38%	+$85.6K	0.26%	20
2022 Q3	$181K	Buy	2,077 +1,777	+592%	+$162K	0.18%	28
2022 Q2	$25K	Hold	300	–	–	0.02%	116
2022 Q1	$24K	Hold	300	–	–	0.02%	134
2021 Q4	$18K	Buy	+300	New	+$18.8K	0.01%	157

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

Western Pacific Wealth Management's XOM Position: Q2 2026 in Review

Western Pacific Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 733 shares worth $100K. The position accounts for 0.09% of the portfolio, ranked #96.

Western Pacific Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $317K in Q4 2022. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Western Pacific Wealth Management held 733 shares of ExxonMobil worth $100K as of Q2 2026.
Western Pacific Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.09% of Western Pacific Wealth Management's portfolio in Q2 2026, its #96 holding.
Western Pacific Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Western Pacific Wealth Management's ExxonMobil position peaked at $317K in Q4 2022.
4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.