AO
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Advisor OS’s ExxonMobil XOM Stock Holding History

Advisor OS’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 		$3.16M Sell
23,102
-5,448
-19% -$815K 0.21% 79
2026
Q1 		$4.84M Buy
28,550
+4,953
+21% +$723K 0.35% 49
2025
Q4 		$2.84M Buy
23,597
+1,620
+7% +$188K 0.23% 67
2025
Q3 		$2.48M Buy
21,977
+4,814
+28% +$535K 0.21% 68
2025
Q2 		$1.85M Sell
17,163
-588
-3% -$62.9K 0.18% 80
2025
Q1 		$2.11M Buy
17,751
+1,389
+8% +$154K 0.24% 61
2024
Q4 		$1.76M Sell
16,362
-870
-5% -$102K 0.2% 74
2024
Q3 		$2.02M Buy
17,232
+809
+5% +$93.4K 0.2% 92
2024
Q2 		$1.89M Buy
16,423
+939
+6% +$109K 0.21% 90
2024
Q1 		$1.8M Buy
15,484
+2,337
+18% +$245K 0.21% 90
2023
Q4 		$1.31M Sell
13,147
-3,794
-22% -$399K 0.17% 107
2023
Q3 		$1.99M Buy
16,941
+1,336
+9% +$147K 0.3% 60
2023
Q2 		$1.67M Buy
15,605
+3,721
+31% +$406K 0.27% 70
2023
Q1 		$1.3M Buy
11,884
+370
+3% +$40.9K 0.31% 78
2022
Q4 		$1.27M Buy
11,514
+7,208
+167% +$772K 0.34% 74
2022
Q3 		$376K Sell
4,306
-5,044
-54% -$461K 0.11% 153
2022
Q2 		$800K Buy
9,350
+5,977
+177% +$539K 0.23% 101
2022
Q1 		$278K Sell
3,373
-1,202
-26% -$93.4K 0.08% 181
2021
Q4 		$280K Buy
4,575
+456
+11% +$28.5K 0.06% 215
2021
Q3 		$241K Buy
4,119
+3
+0.1% +$171 0.05% 208
2021
Q2 		$260K Sell
4,116
-32
-0.8% -$1.91K 0.05% 203
2021
Q1 		$232K Buy
+4,148
New +$217K 0.05% 183
2020
Q3 		– Sell
-9,442
Closed -$422K – 178
2020
Q2 		$422K Buy
+9,442
New +$423K 0.25% 84

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

Advisor OS's XOM Position: Q2 2026 in Review

Advisor OS reduced its ExxonMobil (XOM) stake by 19% in Q2 2026, selling an estimated $815K and leaving 23,102 shares worth $3.16M. The position accounts for 0.21% of the portfolio, ranked #79.

Advisor OS first reported a position in XOM in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.84M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Advisor OS held 23,102 shares of ExxonMobil worth $3.16M as of Q2 2026.
  • Advisor OS sold 5,448 ExxonMobil shares in Q2 2026, an estimated $815K.
  • ExxonMobil made up 0.21% of Advisor OS's portfolio in Q2 2026, its #79 holding.
  • Advisor OS first reported a position in ExxonMobil in Q2 2020 and has held it in 23 quarters since.
  • Advisor OS's ExxonMobil position peaked at $4.84M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.