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Abundance Wealth Counselors’s ExxonMobil XOM Stock Holding History

Abundance Wealth Counselors’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 		$1.19M Buy
8,725
+5,121
+142% +$766K 0.08% 127
2026
Q1 		$611K Buy
3,604
+1,473
+69% +$215K 0.09% 132
2025
Q4 		$256K Buy
2,131
+145
+7% +$16.8K 0.04% 145
2025
Q3 		$224K Sell
1,986
-65
-3% -$7.23K 0.04% 156
2025
Q2 		$221K Hold
2,051
– – 0.04% 158
2025
Q1 		$244K Sell
2,051
-174
-8% -$19.2K 0.05% 135
2024
Q4 		$239K Sell
2,225
-83
-4% -$9.71K 0.05% 132
2024
Q3 		$271K Buy
2,308
+165
+8% +$19.1K 0.06% 125
2024
Q2 		$247K Buy
+2,143
New +$250K 0.11% 66
2021
Q2 		– Sell
-58
Closed -$3K – 344
2021
Q1 		$3K Buy
+58
New +$3.04K ﹤0.01% 319

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

Abundance Wealth Counselors's XOM Position: Q2 2026 in Review

Abundance Wealth Counselors increased its ExxonMobil (XOM) stake by 142% in Q2 2026, buying an estimated $766K and bringing the position to 8,725 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #127.

Abundance Wealth Counselors first reported a position in XOM in Q1 2021 and has held it in 10 quarters since. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Abundance Wealth Counselors held 8,725 shares of ExxonMobil worth $1.19M as of Q2 2026.
  • Abundance Wealth Counselors bought 5,121 ExxonMobil shares in Q2 2026, an estimated $766K.
  • ExxonMobil made up 0.08% of Abundance Wealth Counselors's portfolio in Q2 2026, its #127 holding.
  • Abundance Wealth Counselors first reported a position in ExxonMobil in Q1 2021 and has held it in 10 quarters since.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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