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Acorn Wealth Advisors’s ExxonMobil XOM Stock Holding History

Acorn Wealth Advisors’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 		$895K Sell
6,545
-275
-4% -$41.2K 0.22% 102
2026
Q1 		$1.16M Buy
6,820
+61
+0.9% +$8.9K 0.34% 67
2025
Q4 		$813K Buy
6,759
+83
+1% +$9.63K 0.24% 93
2025
Q3 		$753K Sell
6,676
-3
-0% -$333 0.24% 98
2025
Q2 		$720K Sell
6,679
-713
-10% -$76.2K 0.27% 82
2025
Q1 		$879K Buy
7,392
+52
+0.7% +$5.75K 0.37% 60
2024
Q4 		$790K Buy
7,340
+60
+0.8% +$7.02K 0.33% 67
2024
Q3 		$853K Buy
7,280
+3,937
+118% +$455K 0.37% 58
2024
Q2 		$385K Buy
3,343
+200
+6% +$23.3K 0.19% 108
2024
Q1 		$365K Sell
3,143
-99
-3% -$10.4K 0.19% 111
2023
Q4 		$324K Buy
3,242
+10
+0.3% +$1.05K 0.19% 117
2023
Q3 		$380K Buy
3,232
+26
+0.8% +$2.85K 0.25% 90
2023
Q2 		$344K Buy
3,206
+107
+3% +$11.7K 0.23% 104
2023
Q1 		$340K Buy
3,099
+616
+25% +$68.1K 0.25% 97
2022
Q4 		$274K Buy
2,483
+91
+4% +$9.75K 0.21% 115
2022
Q3 		$209K Buy
+2,392
New +$218K 0.17% 143
2021
Q4 		– Sell
-3,412
Closed -$201K – 185
2021
Q3 		$201K Buy
+3,412
New +$194K 0.14% 168
2020
Q2 		– Sell
-5,276
Closed -$212K – 123
2020
Q1 		$212K Buy
5,276
+691
+15% +$38.2K 0.24% 95
2019
Q4 		$319K Sell
4,585
-145
-3% -$10K 0.27% 82
2019
Q3 		$325K Buy
4,730
+538
+13% +$38.9K 0.28% 77
2019
Q2 		$295K Buy
4,192
+7
+0.2% +$542 0.27% 77
2019
Q1 		$339K Buy
4,185
+658
+19% +$50.2K 0.31% 67
2018
Q4 		$253K Sell
3,527
-376
-10% -$29.5K 0.26% 87
2018
Q3 		$311K Buy
3,903
+5
+0.1% +$409 0.31% 73
2018
Q2 		$319K Buy
3,898
+66
+2% +$5.26K 0.27% 69
2018
Q1 		$299K Sell
3,832
-732
-16% -$58.5K 0.26% 77
2017
Q4 		$396K Buy
+4,564
New +$377K 0.36% 50

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

Acorn Wealth Advisors's XOM Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its ExxonMobil (XOM) stake by 4% in Q2 2026, selling an estimated $41.2K and leaving 6,545 shares worth $895K. The position accounts for 0.22% of the portfolio, ranked #102.

Acorn Wealth Advisors first reported a position in XOM in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.16M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Acorn Wealth Advisors held 6,545 shares of ExxonMobil worth $895K as of Q2 2026.
  • Acorn Wealth Advisors sold 275 ExxonMobil shares in Q2 2026, an estimated $41.2K.
  • ExxonMobil made up 0.22% of Acorn Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Acorn Wealth Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 27 quarters since.
  • Acorn Wealth Advisors's ExxonMobil position peaked at $1.16M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.