Adapt Wealth Advisors’s ExxonMobil XOM Stock Holding History

Adapt 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	$678K	Sell	4,962 -460	-8%	-$68.8K	0.22%	50
2026 Q1	$920K	Hold	5,422	–	–	0.33%	44
2025 Q4	$653K	Sell	5,422 -200	-4%	-$23.2K	0.22%	55
2025 Q3	$634K	Buy	5,622 +218	+4%	+$24.2K	0.23%	56
2025 Q2	$583K	Buy	5,404 +1	+0%	+$107	0.26%	37
2025 Q1	$643K	Sell	5,403 -664	-11%	-$73.4K	0.31%	36
2024 Q4	$653K	Buy	6,067 +611	+11%	+$71.5K	0.32%	41
2024 Q3	$640K	Hold	5,456	–	–	0.34%	40
2024 Q2	$628K	Buy	5,456 +1	+0%	+$116	0.39%	40
2024 Q1	$634K	Buy	+5,455	New	+$571K	0.45%	30

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

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

Adapt Wealth Advisors reduced its ExxonMobil (XOM) stake by 8.5% in Q2 2026, selling an estimated $68.8K and leaving 4,962 shares worth $678K. The position accounts for 0.22% of the portfolio, ranked #50.

Adapt Wealth Advisors first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $920K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Adapt Wealth Advisors held 4,962 shares of ExxonMobil worth $678K as of Q2 2026.
Adapt Wealth Advisors sold 460 ExxonMobil shares in Q2 2026, an estimated $68.8K.
ExxonMobil made up 0.22% of Adapt Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Adapt Wealth Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
Adapt Wealth Advisors's ExxonMobil position peaked at $920K in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.