WT Wealth Management’s ExxonMobil XOM Stock Holding History

WT Wealth 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	$361K	Buy	2,641 +220	+9%	+$32.9K	0.1%	101
2026 Q1	$411K	Sell	2,421 -693	-22%	-$101K	0.12%	102
2025 Q4	$375K	Buy	3,114 +114	+4%	+$13.2K	0.11%	101
2025 Q3	$338K	Sell	3,000 -84	-3%	-$9.34K	0.1%	101
2025 Q2	$332K	Buy	3,084 +375	+14%	+$40.1K	0.1%	106
2025 Q1	$322K	Sell	2,709 -793	-23%	-$87.7K	0.1%	100
2024 Q4	$377K	Buy	3,502 +1,068	+44%	+$125K	0.12%	101
2024 Q3	$292K	Sell	2,434 -134	-5%	-$15.5K	0.09%	111
2024 Q2	$296K	Buy	2,568 +586	+30%	+$68.3K	0.1%	98
2024 Q1	$230K	Buy	+1,982	New	+$207K	0.08%	99
2020 Q1	–	Sell	-3,209	Closed	-$223K	–	96
2019 Q4	$223K	Sell	3,209 -50	-2%	-$3.46K	0.17%	88
2019 Q3	$230K	Buy	+3,259	New	+$236K	0.2%	79

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

WT Wealth Management's XOM Position: Q2 2026 in Review

WT Wealth Management increased its ExxonMobil (XOM) stake by 9.1% in Q2 2026, buying an estimated $32.9K and bringing the position to 2,641 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #101.

WT Wealth Management first reported a position in XOM in Q3 2019 and has held it in 12 quarters since. The position peaked at $411K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

WT Wealth Management held 2,641 shares of ExxonMobil worth $361K as of Q2 2026.
WT Wealth Management bought 220 ExxonMobil shares in Q2 2026, an estimated $32.9K.
ExxonMobil made up 0.1% of WT Wealth Management's portfolio in Q2 2026, its #101 holding.
WT Wealth Management first reported a position in ExxonMobil in Q3 2019 and has held it in 12 quarters since.
WT Wealth Management's ExxonMobil position peaked at $411K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.