Arcadia Wealth Management (New York)’s ExxonMobil XOM Stock Holding History

Arcadia Wealth Management (New York)’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	-4,026	Closed	-$683K	–	61
2026 Q1	$683K	Buy	4,026 +1	+0%	+$146	0.37%	29
2025 Q4	$484K	Sell	4,025 -36	-0.9%	-$4.17K	0.28%	34
2025 Q3	$458K	Hold	4,061	–	–	0.28%	35
2025 Q2	$438K	Hold	4,061	–	–	0.3%	35
2025 Q1	$483K	Hold	4,061	–	–	0.38%	33
2024 Q4	$437K	Buy	+4,061	New	+$475K	0.37%	33

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

Arcadia Wealth Management (New York)'s XOM Position: Q2 2026 in Review

Arcadia Wealth Management (New York) sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 4,026 shares — an estimated $683K sold.

Arcadia Wealth Management (New York) first reported a position in XOM in Q4 2024 and held it in 6 quarters. The position peaked at $683K in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Arcadia Wealth Management (New York) reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Arcadia Wealth Management (New York) sold 4,026 ExxonMobil shares in Q2 2026, an estimated $683K.
Arcadia Wealth Management (New York) first reported a position in ExxonMobil in Q4 2024 and held it in 6 quarters.
Arcadia Wealth Management (New York)'s ExxonMobil position peaked at $683K in Q1 2026.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.