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Advyzon Investment Management’s ExxonMobil XOM Stock Holding History

Advyzon Investment Management’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 		$5.09M Sell
37,201
-2,378
-6% -$356K 0.37% 62
2026
Q1 		$6.72M Buy
39,579
+14,837
+60% +$2.17M 0.6% 36
2025
Q4 		$2.98M Buy
24,742
+10,882
+79% +$1.26M 0.35% 68
2025
Q3 		$1.56M Buy
13,860
+3,110
+29% +$346K 0.27% 82
2025
Q2 		$1.16M Buy
10,750
+2,591
+32% +$277K 0.26% 84
2025
Q1 		$970K Buy
8,159
+234
+3% +$25.9K 0.34% 59
2024
Q4 		$852K Buy
+7,925
New +$927K 0.33% 56

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's XOM Position: Q2 2026 in Review

Advyzon Investment Management reduced its ExxonMobil (XOM) stake by 6% in Q2 2026, selling an estimated $356K and leaving 37,201 shares worth $5.09M. The position accounts for 0.37% of the portfolio, ranked #62.

Advyzon Investment Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.72M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Advyzon Investment Management held 37,201 shares of ExxonMobil worth $5.09M as of Q2 2026.
  • Advyzon Investment Management sold 2,378 ExxonMobil shares in Q2 2026, an estimated $356K.
  • ExxonMobil made up 0.37% of Advyzon Investment Management's portfolio in Q2 2026, its #62 holding.
  • Advyzon Investment Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's ExxonMobil position peaked at $6.72M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.