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WNY Asset Management’s ExxonMobil XOM Stock Holding History

WNY Asset Management’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 		$2.33M Sell
17,040
-156
-0.9% -$23.3K 0.21% 63
2026
Q1 		$2.92M Buy
+17,196
New +$2.51M 0.3% 53
2025
Q3 		$2.03M Sell
18,035
-2,294
-11% -$255K 0.2% 57
2025
Q2 		$2.19M Buy
20,329
+639
+3% +$68.3K 0.24% 54
2025
Q1 		$2.34M Buy
19,690
+2,439
+14% +$270K 0.28% 56
2024
Q4 		$1.86M Sell
17,251
-1,747
-9% -$204K 0.23% 56
2024
Q3 		$2.23M Sell
18,998
-389
-2% -$44.9K 0.26% 58
2024
Q2 		$2.23M Buy
19,387
+268
+1% +$31.2K 0.3% 53
2024
Q1 		$2.22M Sell
19,119
-49
-0.3% -$5.13K 0.34% 54
2023
Q4 		$1.92M Buy
19,168
+1,816
+10% +$191K 0.32% 55
2023
Q3 		$2.04M Sell
17,352
-701
-4% -$76.9K 0.4% 50
2023
Q2 		$1.94M Sell
18,053
-1,235
-6% -$135K 0.41% 42
2023
Q1 		$2.12M Sell
19,288
-2,850
-13% -$315K 0.5% 43
2022
Q4 		$2.44M Sell
22,138
-1,672
-7% -$179K 0.66% 37
2022
Q3 		$2.08M Sell
23,810
-1,173
-5% -$107K 0.75% 39
2022
Q2 		$2.14M Sell
24,983
-734
-3% -$66.2K 0.73% 38
2022
Q1 		$2.13M Sell
25,717
-2,296
-8% -$178K 0.66% 41
2021
Q4 		$1.71M Sell
28,013
-777
-3% -$48.6K 0.51% 46
2021
Q3 		$1.7M Buy
28,790
+6,056
+27% +$345K 0.59% 41
2021
Q2 		$1.44M Buy
22,734
+958
+4% +$57.2K 0.51% 41
2021
Q1 		$1.22M Sell
21,776
-1,748
-7% -$91.6K 0.49% 36
2020
Q4 		$968K Buy
+23,524
New +$882K 0.49% 29

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

WNY Asset Management's XOM Position: Q2 2026 in Review

WNY Asset Management reduced its ExxonMobil (XOM) stake by 0.91% in Q2 2026, selling an estimated $23.3K and leaving 17,040 shares worth $2.33M. The position accounts for 0.21% of the portfolio, ranked #63.

WNY Asset Management first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.92M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • WNY Asset Management held 17,040 shares of ExxonMobil worth $2.33M as of Q2 2026.
  • WNY Asset Management sold 156 ExxonMobil shares in Q2 2026, an estimated $23.3K.
  • ExxonMobil made up 0.21% of WNY Asset Management's portfolio in Q2 2026, its #63 holding.
  • WNY Asset Management first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • WNY Asset Management's ExxonMobil position peaked at $2.92M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.