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Yoder Wealth Management’s ExxonMobil XOM Stock Holding History

Yoder 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 		$249K Buy
1,822
+12
+0.7% +$1.8K 0.1% 114
2026
Q1 		$307K Buy
1,810
+100
+6% +$14.6K 0.14% 98
2025
Q4 		$206K Buy
+1,710
New +$198K 0.09% 116

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

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

Yoder Wealth Management increased its ExxonMobil (XOM) stake by 0.66% in Q2 2026, buying an estimated $1.8K and bringing the position to 1,822 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #114.

Yoder Wealth Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $307K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Yoder Wealth Management held 1,822 shares of ExxonMobil worth $249K as of Q2 2026.
  • Yoder Wealth Management bought 12 ExxonMobil shares in Q2 2026, an estimated $1.8K.
  • ExxonMobil made up 0.1% of Yoder Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Yoder Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Yoder Wealth Management's ExxonMobil position peaked at $307K in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.