Amplius Wealth Advisors
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Amplius Wealth Advisors’s ExxonMobil XOM Stock Holding History

Amplius 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
Q3 		$1.23M Buy
7,575
+1,122
+17% +$175K 0.08% 75
2026
Q2 		$882K Buy
6,453
+977
+18% +$146K 0.06% 84
2026
Q1 		$929K Buy
5,476
+199
+4% +$29K 0.08% 72
2025
Q4 		$635K Buy
5,277
+762
+17% +$88.4K 0.05% 93
2025
Q3 		$509K Sell
4,515
-1,985
-31% -$221K 0.04% 102
2025
Q2 		$701K Sell
6,500
-1,130
-15% -$121K 0.07% 97
2025
Q1 		$907K Sell
7,630
-251
-3% -$27.8K 0.09% 78
2024
Q4 		$848K Buy
7,881
+204
+3% +$23.9K 0.09% 79
2024
Q3 		$900K Sell
7,677
-49
-0.6% -$5.66K 0.1% 75
2024
Q2 		$889K Sell
7,726
-1,616
-17% -$188K 0.1% 76
2024
Q1 		$1.09M Buy
9,342
+730
+8% +$76.4K 0.12% 70
2023
Q4 		$861K Sell
8,612
-283
-3% -$29.7K 0.1% 69
2023
Q3 		$1.05M Sell
8,895
-3,779
-30% -$414K 0.14% 65
2023
Q2 		$1.36M Buy
12,674
+796
+7% +$86.9K 0.18% 59
2023
Q1 		$1.3M Buy
11,878
+584
+5% +$64.6K 0.19% 59
2022
Q4 		$1.25M Buy
11,294
+2,124
+23% +$228K 0.2% 59
2022
Q3 		$801K Sell
9,170
-209
-2% -$19.1K 0.14% 66
2022
Q2 		$803K Sell
9,379
-29
-0.3% -$2.62K 0.13% 66
2022
Q1 		$777K Sell
9,408
-654
-6% -$50.8K 0.12% 72
2021
Q4 		$615K Buy
+10,062
New +$629K 0.08% 93

Other funds holding XOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amplius Wealth Advisors's XOM Position: Q3 2026 in Review

Amplius Wealth Advisors increased its ExxonMobil (XOM) stake by 17% in Q3 2026, buying an estimated $175K and bringing the position to 7,575 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #75.

Amplius Wealth Advisors first reported a position in XOM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.36M in Q2 2023. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Amplius Wealth Advisors held 7,575 shares of ExxonMobil worth $1.23M as of Q3 2026.
  • Amplius Wealth Advisors bought 1,122 ExxonMobil shares in Q3 2026, an estimated $175K.
  • ExxonMobil made up 0.08% of Amplius Wealth Advisors's portfolio in Q3 2026, its #75 holding.
  • Amplius Wealth Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's ExxonMobil position peaked at $1.36M in Q2 2023.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.