WOSD
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WFA of San Diego’s ExxonMobil XOM Stock Holding History

WFA of San Diego’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 		$1.73M Sell
10,888
-460
-4% -$68.8K 1.41% 23
2026
Q1 		$1.93M Sell
11,348
-100
-0.9% -$14.6K 1.54% 16
2025
Q4 		$1.38M Sell
11,448
-355
-3% -$41.2K 1.01% 26
2025
Q3 		$1.33M Sell
11,803
-70
-0.6% -$7.78K 0.91% 29
2025
Q2 		$1.28M Buy
+11,873
New +$1.27M 0.94% 27
2024
Q3 		$1.27M Sell
10,807
-200
-2% -$23.1K 1.07% 24
2024
Q2 		$1.27M Buy
+11,007
New +$1.28M 1.13% 25
2023
Q3 		$1.27M Buy
10,792
+1
+0% +$110 1.31% 20
2023
Q2 		$1.16M Sell
10,791
-450
-4% -$49.1K 1.14% 21
2023
Q1 		$1.23M Sell
11,241
-3,374
-23% -$373K 1.29% 21
2022
Q4 		$1.61M Sell
14,615
-264
-2% -$28.3K 1.23% 18
2022
Q3 		$1.3M Sell
14,879
-449
-3% -$41K 1.17% 24
2022
Q2 		$1.31M Buy
15,328
+4,331
+39% +$391K 1.12% 19
2022
Q1 		$908K Sell
10,997
-1,101
-9% -$85.6K 0.69% 34
2021
Q4 		$740K Sell
12,098
-7,949
-40% -$497K 0.43% 50
2021
Q3 		$1.18M Buy
20,047
+7,401
+59% +$422K 0.82% 29
2021
Q2 		$798K Sell
12,646
-10,470
-45% -$625K 0.62% 37
2021
Q1 		$1.29M Buy
23,116
+2,332
+11% +$122K 1.07% 24
2020
Q4 		$41K Buy
20,784
+2
+0% +$75 0.01% 77
2020
Q3 		$713K Sell
20,782
-50,969
-71% -$2.08M 0.67% 36
2020
Q2 		$4.37M Buy
+71,751
New +$3.22M 1.02% 17

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

WFA of San Diego's XOM Position: Q2 2026 in Review

WFA of San Diego reduced its ExxonMobil (XOM) stake by 4.1% in Q2 2026, selling an estimated $68.8K and leaving 10,888 shares worth $1.73M. The position accounts for 1.41% of the portfolio, ranked #23.

WFA of San Diego first reported a position in XOM in Q2 2020 and has held it in 21 quarters since. The position peaked at $4.37M in Q2 2020. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • WFA of San Diego held 10,888 shares of ExxonMobil worth $1.73M as of Q2 2026.
  • WFA of San Diego sold 460 ExxonMobil shares in Q2 2026, an estimated $68.8K.
  • ExxonMobil made up 1.41% of WFA of San Diego's portfolio in Q2 2026, its #23 holding.
  • WFA of San Diego first reported a position in ExxonMobil in Q2 2020 and has held it in 21 quarters since.
  • WFA of San Diego's ExxonMobil position peaked at $4.37M in Q2 2020.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.