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Alta Wealth Advisors’s ExxonMobil XOM Stock Holding History

Alta 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 		$960K Buy
7,024
+160
+2% +$23.9K 0.26% 72
2026
Q1 		$1.16M Buy
6,864
+726
+12% +$106K 0.38% 54
2025
Q4 		$739K Buy
6,138
+407
+7% +$47.2K 0.25% 72
2025
Q3 		$646K Sell
5,731
-171
-3% -$19K 0.23% 74
2025
Q2 		$636K Buy
5,902
+250
+4% +$26.7K 0.3% 52
2025
Q1 		$672K Buy
5,652
+35
+0.6% +$3.87K 0.31% 63
2024
Q4 		$604K Sell
5,617
-2
-0% -$234 0.26% 76
2024
Q3 		$659K Buy
5,619
+2,311
+70% +$267K 0.3% 71
2024
Q2 		$381K Sell
3,308
-398
-11% -$46.4K 0.19% 94
2024
Q1 		$431K Buy
3,706
+2
+0.1% +$209 0.22% 88
2023
Q4 		$370K Sell
3,704
-303
-8% -$31.8K 0.21% 94
2023
Q3 		$471K Sell
4,007
-124
-3% -$13.6K 0.29% 90
2023
Q2 		$443K Buy
+4,131
New +$451K 0.26% 99

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

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

Alta Wealth Advisors increased its ExxonMobil (XOM) stake by 2.3% in Q2 2026, buying an estimated $23.9K and bringing the position to 7,024 shares worth $960K. The position accounts for 0.26% of the portfolio, ranked #72.

Alta Wealth Advisors first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.16M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Alta Wealth Advisors held 7,024 shares of ExxonMobil worth $960K as of Q2 2026.
  • Alta Wealth Advisors bought 160 ExxonMobil shares in Q2 2026, an estimated $23.9K.
  • ExxonMobil made up 0.26% of Alta Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Alta Wealth Advisors first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
  • Alta Wealth Advisors's ExxonMobil position peaked at $1.16M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.