WPWealth’s ExxonMobil XOM Stock Holding History

WPWealth’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 Q1	$1.57M	Buy	9,228 +19	+0.2%	+$2.77K	0.24%	29
2025 Q4	$1.11M	Buy	9,209 +556	+6%	+$64.5K	0.17%	42
2025 Q3	$976K	Buy	8,653 +83	+1%	+$9.23K	0.16%	45
2025 Q2	$924K	Buy	8,570 +43	+0.5%	+$4.6K	0.17%	45
2025 Q1	$1.01M	Sell	8,527 -674	-7%	-$74.5K	0.2%	35
2024 Q4	$990K	Buy	9,201 +96	+1%	+$11.2K	0.2%	35
2024 Q3	$1.07M	Buy	9,105 +348	+4%	+$40.2K	0.22%	32
2024 Q2	$1.01M	Buy	8,757 +56	+0.6%	+$6.52K	0.24%	29
2024 Q1	$1.01M	Buy	8,701 +90	+1%	+$9.42K	0.26%	27
2023 Q4	$861K	Buy	8,611 +136	+2%	+$14.3K	0.27%	28
2023 Q3	$997K	Buy	8,475 +71	+0.8%	+$7.79K	0.38%	25
2023 Q2	$901K	Sell	8,404 -15	-0.2%	-$1.64K	0.39%	27
2023 Q1	$923K	Buy	8,419 +97	+1%	+$10.7K	0.43%	24
2022 Q4	$918K	Buy	+8,322	New	+$892K	0.48%	21

Other funds holding XOM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return