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Whipplewood Advisors’s ExxonMobil XOM Stock Holding History

Whipplewood Advisors’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 		$11.6K Sell
85
-1,986
-96% -$297K 0.01% 235
2026
Q1 		$351K Buy
2,071
+282
+16% +$41.2K 0.18% 98
2025
Q4 		$215K Buy
1,789
+29
+2% +$3.36K 0.14% 114
2025
Q3 		$198K Sell
1,760
-527
-23% -$58.6K 0.13% 119
2025
Q2 		$247K Sell
2,287
-38
-2% -$4.06K 0.14% 149
2025
Q1 		$271K Sell
2,325
-72
-3% -$7.96K 0.16% 131
2024
Q4 		$258K Buy
+2,397
New +$280K 0.15% 137

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's XOM Position: Q2 2026 in Review

Whipplewood Advisors reduced its ExxonMobil (XOM) stake by 96% in Q2 2026, selling an estimated $297K and leaving 85 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #235.

Whipplewood Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $351K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Whipplewood Advisors held 85 shares of ExxonMobil worth $11.6K as of Q2 2026.
  • Whipplewood Advisors sold 1,986 ExxonMobil shares in Q2 2026, an estimated $297K.
  • ExxonMobil made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #235 holding.
  • Whipplewood Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's ExxonMobil position peaked at $351K in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.