Aegis Wealth Management (Iowa)’s ExxonMobil XOM Stock Holding History

Aegis Wealth Management (Iowa)’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	–	Sell	-1,370	Closed	-$232K	–	125
2026 Q1	$232K	Buy	+1,370	New	+$200K	0.18%	96

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

Aegis Wealth Management (Iowa)'s XOM Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,370 shares — an estimated $232K sold.

Aegis Wealth Management (Iowa) first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $232K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Aegis Wealth Management (Iowa) reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Aegis Wealth Management (Iowa) sold 1,370 ExxonMobil shares in Q2 2026, an estimated $232K.
Aegis Wealth Management (Iowa) first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
Aegis Wealth Management (Iowa)'s ExxonMobil position peaked at $232K in Q1 2026.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.