Wise Wealth Partners’s ExxonMobil XOM Stock Holding History

Wise Wealth Partners’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	$325K	Hold	2,377	–	–	0.55%	31
2026 Q1	$403K	Hold	2,377	–	–	0.55%	41
2025 Q4	$286K	Buy	2,377 +338	+17%	+$39.2K	0.41%	46
2025 Q3	$230K	Sell	2,039 -83	-4%	-$9.23K	0.35%	50
2025 Q2	$229K	Buy	2,122 +1	+0%	+$107	0.38%	49
2025 Q1	$252K	Buy	2,121 +19	+0.9%	+$2.1K	0.6%	43
2024 Q4	$226K	Buy	+2,102	New	+$246K	0.56%	44

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wise Wealth Partners's XOM Position: Q2 2026 in Review

Wise Wealth Partners held its ExxonMobil (XOM) position steady in Q2 2026 at 2,377 shares worth $325K. The position accounts for 0.55% of the portfolio, ranked #31.

Wise Wealth Partners first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $403K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Wise Wealth Partners held 2,377 shares of ExxonMobil worth $325K as of Q2 2026.
Wise Wealth Partners left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.55% of Wise Wealth Partners's portfolio in Q2 2026, its #31 holding.
Wise Wealth Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Wise Wealth Partners's ExxonMobil position peaked at $403K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.