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	$2.72K	Buy	+200	New	+$29.9K	﹤0.01%	588

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

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.