Western Wealth Management’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 | $11.1M | Sell |
81,050
-1,430
| -2% | -$214K | 0.36% | 49 |
|
|
2026
Q1 | $14M | Buy |
82,480
+23,907
| +41% | +$3.49M | 0.53% | 31 |
|
|
2025
Q4 | $7.05M | Buy |
58,573
+2,762
| +5% | +$320K | 0.32% | 54 |
|
|
2025
Q3 | $6.29M | Sell |
55,811
-1,036
| -2% | -$115K | 0.33% | 55 |
|
|
2025
Q2 | $6.13M | Sell |
56,847
-2,537
| -4% | -$271K | 0.36% | 52 |
|
|
2025
Q1 | $7.06M | Sell |
59,384
-16,699
| -22% | -$1.85M | 0.47% | 43 |
|
|
2024
Q4 | $8.18M | Buy |
76,083
+269
| +0.4% | +$31.5K | 0.44% | 43 |
|
|
2024
Q3 | $8.89M | Buy |
75,814
+16,281
| +27% | +$1.88M | 0.51% | 39 |
|
|
2024
Q2 | $6.85M | Buy |
59,533
+2,277
| +4% | +$265K | 0.51% | 38 |
|
|
2024
Q1 | $6.66M | Sell |
57,256
-17,831
| -24% | -$1.87M | 0.52% | 39 |
|
|
2023
Q4 | $7.51M | Sell |
75,087
-1,883
| -2% | -$198K | 0.54% | 36 |
|
|
2023
Q3 | $9.05M | Buy |
76,970
+31,571
| +70% | +$3.46M | 0.76% | 23 |
|
|
2023
Q2 | $4.87M | Buy |
45,399
+1,018
| +2% | +$111K | 0.42% | 44 |
|
|
2023
Q1 | $4.87M | Sell |
44,381
-2,045
| -4% | -$226K | 0.45% | 42 |
|
|
2022
Q4 | $5.12M | Sell |
46,426
-23,902
| -34% | -$2.56M | 0.52% | 39 |
|
|
2022
Q3 | $6.56M | Sell |
70,328
-713
| -1% | -$65.1K | 0.38% | 52 |
|
|
2022
Q2 | $6.1M | Sell |
71,041
-34,530
| -33% | -$3.11M | 0.35% | 59 |
|
|
2022
Q1 | $8.72M | Buy |
105,571
+78,051
| +284% | +$6.07M | 0.42% | 45 |
|
|
2021
Q4 | $1.69M | Buy |
+27,520
| New | +$1.72M | 0.17% | 134 |
|
|
2021
Q2 | $2.58M | Buy |
40,799
+21,346
| +110% | +$1.27M | 0.27% | 87 |
|
|
2021
Q1 | $1.09M | Buy |
19,453
+444
| +2% | +$23.3K | 0.15% | 149 |
|
|
2020
Q4 | $784K | Sell |
19,009
-4,850
| -20% | -$182K | 0.12% | 192 |
|
|
2020
Q3 | $819K | Sell |
23,859
-2,671
| -10% | -$109K | 0.13% | 170 |
|
|
2020
Q2 | $1.19M | Buy |
26,530
+9,151
| +53% | +$410K | 0.22% | 114 |
|
|
2020
Q1 | $660K | Buy |
17,379
+2,044
| +13% | +$113K | 0.15% | 148 |
|
|
2019
Q4 | $1.07M | Sell |
15,335
-2,776
| -15% | -$192K | 0.16% | 134 |
|
|
2019
Q3 | $1.28M | Buy |
18,111
+221
| +1% | +$16K | 0.27% | 93 |
|
|
2019
Q2 | $1.37M | Sell |
17,890
-1,936
| -10% | -$150K | 0.18% | 109 |
|
|
2019
Q1 | $1.6M | Buy |
19,826
+3,874
| +24% | +$295K | 0.36% | 68 |
|
|
2018
Q4 | $1.09M | Buy |
+15,952
| New | +$1.25M | 0.29% | 83 |
|
Other funds holding XOM
Western Wealth Management's XOM Position: Q2 2026 in Review
Western Wealth Management reduced its ExxonMobil (XOM) stake by 1.7% in Q2 2026, selling an estimated $214K and leaving 81,050 shares worth $11.1M. The position accounts for 0.36% of the portfolio, ranked #49.
Western Wealth Management first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. The position peaked at $14M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Western Wealth Management held 81,050 shares of ExxonMobil worth $11.1M as of Q2 2026.
- Western Wealth Management sold 1,430 ExxonMobil shares in Q2 2026, an estimated $214K.
- ExxonMobil made up 0.36% of Western Wealth Management's portfolio in Q2 2026, its #49 holding.
- Western Wealth Management first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
- Western Wealth Management's ExxonMobil position peaked at $14M in Q1 2026.
- 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.