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Allium Financial Advisors’s ExxonMobil XOM Stock Holding History

Allium Financial 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 		$239K Sell
1,746
-352
-17% -$52.7K 0.16% 69
2026
Q1 		$356K Sell
2,098
-33
-2% -$4.82K 0.29% 48
2025
Q4 		$256K Sell
2,131
-16
-0.7% -$1.86K 0.2% 64
2025
Q3 		$242K Sell
2,147
-609
-22% -$67.7K 0.2% 69
2025
Q2 		$297K Buy
2,756
+812
+42% +$86.8K 0.26% 61
2025
Q1 		$231K Buy
+1,944
New +$215K 0.21% 69

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

Allium Financial Advisors's XOM Position: Q2 2026 in Review

Allium Financial Advisors reduced its ExxonMobil (XOM) stake by 17% in Q2 2026, selling an estimated $52.7K and leaving 1,746 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #69.

Allium Financial Advisors first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $356K in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Allium Financial Advisors held 1,746 shares of ExxonMobil worth $239K as of Q2 2026.
  • Allium Financial Advisors sold 352 ExxonMobil shares in Q2 2026, an estimated $52.7K.
  • ExxonMobil made up 0.16% of Allium Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Allium Financial Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
  • Allium Financial Advisors's ExxonMobil position peaked at $356K in Q1 2026.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.