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AGH Wealth Advisors’s ExxonMobil XOM Stock Holding History

AGH 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 		$1.54M Buy
11,228
+251
+2% +$37.6K 0.97% 23
2026
Q1 		$1.86M Buy
10,977
+117
+1% +$17.1K 1.37% 18
2025
Q4 		$1.31M Sell
10,860
-575
-5% -$66.7K 0.98% 19
2025
Q3 		$1.29M Buy
11,435
+1,022
+10% +$114K 0.95% 21
2025
Q2 		$1.12M Buy
10,413
+398
+4% +$42.5K 0.93% 22
2025
Q1 		$1.19M Buy
10,015
+7
+0.1% +$774 1.15% 19
2024
Q4 		$1.08M Buy
+10,008
New +$1.17M 1% 25

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

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

AGH Wealth Advisors increased its ExxonMobil (XOM) stake by 2.3% in Q2 2026, buying an estimated $37.6K and bringing the position to 11,228 shares worth $1.54M. The position accounts for 0.97% of the portfolio, ranked #23.

AGH Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • AGH Wealth Advisors held 11,228 shares of ExxonMobil worth $1.54M as of Q2 2026.
  • AGH Wealth Advisors bought 251 ExxonMobil shares in Q2 2026, an estimated $37.6K.
  • ExxonMobil made up 0.97% of AGH Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • AGH Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's ExxonMobil position peaked at $1.86M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.