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Widmann Financial Services’s ExxonMobil XOM Stock Holding History

Widmann Financial Services’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 		$4.52M Sell
33,077
-1,263
-4% -$189K 2.43% 11
2026
Q1 		$5.83M Sell
34,340
-3,460
-9% -$505K 3.46% 6
2025
Q4 		$4.55M Buy
37,800
+3,167
+9% +$367K 2.78% 9
2025
Q3 		$3.9M Buy
34,633
+140
+0.4% +$15.6K 2.46% 10
2025
Q2 		$3.72M Buy
34,493
+1,467
+4% +$157K 2.59% 10
2025
Q1 		$3.93M Buy
33,026
+4,769
+17% +$527K 3.05% 7
2024
Q4 		$3.04M Sell
28,257
-220
-0.8% -$25.7K 2.35% 11
2024
Q3 		$3.34M Buy
28,477
+97
+0.3% +$11.2K 2.53% 10
2024
Q2 		$3.27M Sell
28,380
-518
-2% -$60.3K 2.66% 9
2024
Q1 		$3.36M Sell
28,898
-66
-0.2% -$6.91K 2.82% 9
2023
Q4 		$2.9M Sell
28,964
-1,528
-5% -$161K 2.61% 9
2023
Q3 		$3.59M Buy
30,492
+4,110
+16% +$451K 3.57% 7
2023
Q2 		$2.83M Sell
26,382
-127
-0.5% -$13.9K 2.71% 10
2023
Q1 		$2.91M Sell
26,509
-213
-0.8% -$23.6K 2.93% 9
2022
Q4 		$2.95M Sell
26,722
-321
-1% -$34.4K 3.09% 7
2022
Q3 		$2.36M Sell
27,043
-71
-0.3% -$6.48K 2.62% 11
2022
Q2 		$2.32M Sell
27,114
-415
-2% -$37.4K 2.4% 12
2022
Q1 		$2.27M Sell
27,529
-662
-2% -$51.5K 2.01% 14
2021
Q4 		$1.73M Buy
+28,191
New +$1.76M 1.42% 21

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

Widmann Financial Services's XOM Position: Q2 2026 in Review

Widmann Financial Services reduced its ExxonMobil (XOM) stake by 3.7% in Q2 2026, selling an estimated $189K and leaving 33,077 shares worth $4.52M. The position accounts for 2.43% of the portfolio, ranked #11.

Widmann Financial Services first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.83M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Widmann Financial Services held 33,077 shares of ExxonMobil worth $4.52M as of Q2 2026.
  • Widmann Financial Services sold 1,263 ExxonMobil shares in Q2 2026, an estimated $189K.
  • ExxonMobil made up 2.43% of Widmann Financial Services's portfolio in Q2 2026, its #11 holding.
  • Widmann Financial Services first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's ExxonMobil position peaked at $5.83M in Q1 2026.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.