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Windle Wealth’s ExxonMobil XOM Stock Holding History

Windle Wealth’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 		$9.82M Sell
71,845
-401
-0.6% -$60K 3.95% 10
2026
Q1 		$12.3M Sell
72,246
-2,024
-3% -$295K 5.18% 2
2025
Q4 		$8.94M Buy
74,270
+1,435
+2% +$166K 4% 8
2025
Q3 		$8.21M Buy
72,835
+1,524
+2% +$169K 3.67% 12
2025
Q2 		$7.69M Buy
71,311
+4,052
+6% +$433K 3.76% 13
2025
Q1 		$8M Buy
67,259
+6,018
+10% +$666K 4.12% 14
2024
Q4 		$6.59M Buy
61,241
+2,315
+4% +$271K 3.64% 19
2024
Q3 		$6.91M Buy
58,926
+4,672
+9% +$539K 3.75% 18
2024
Q2 		$6.25M Sell
54,254
-5,745
-10% -$669K 3.81% 15
2024
Q1 		$6.97M Buy
59,999
+4,175
+7% +$437K 4.44% 5
2023
Q4 		$5.58M Sell
55,824
-144
-0.3% -$15.1K 3.91% 20
2023
Q3 		$6.58M Sell
55,968
-1,339
-2% -$147K 4.91% 3
2023
Q2 		$6.15M Sell
57,307
-963
-2% -$105K 4.44% 6
2023
Q1 		$6.39M Sell
58,270
-4,746
-8% -$525K 4.74% 5
2022
Q4 		$6.95M Buy
+63,016
New +$6.75M 5.43% 1

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

Windle Wealth's XOM Position: Q2 2026 in Review

Windle Wealth reduced its ExxonMobil (XOM) stake by 0.56% in Q2 2026, selling an estimated $60K and leaving 71,845 shares worth $9.82M. The position accounts for 3.95% of the portfolio, ranked #10.

Windle Wealth first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.3M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Windle Wealth held 71,845 shares of ExxonMobil worth $9.82M as of Q2 2026.
  • Windle Wealth sold 401 ExxonMobil shares in Q2 2026, an estimated $60K.
  • ExxonMobil made up 3.95% of Windle Wealth's portfolio in Q2 2026, its #10 holding.
  • Windle Wealth first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Windle Wealth's ExxonMobil position peaked at $12.3M in Q1 2026.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Windle Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.