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Arkadios Wealth Advisors’s ExxonMobil XOM Stock Holding History

Arkadios 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 		$28.4M Sell
207,934
-27,157
-12% -$4.06M 0.43% 42
2026
Q1 		$39.9M Buy
235,091
+28,041
+14% +$4.09M 0.65% 23
2025
Q4 		$24.9M Buy
207,050
+22,226
+12% +$2.58M 0.48% 34
2025
Q3 		$20.8M Buy
184,824
+28,149
+18% +$3.13M 0.5% 30
2025
Q2 		$16.9M Buy
156,675
+16,745
+12% +$1.79M 0.5% 30
2025
Q1 		$16.6M Buy
139,930
+37,987
+37% +$4.2M 0.63% 26
2024
Q4 		$11M Buy
101,943
+3,983
+4% +$466K 0.6% 26
2024
Q3 		$11.5M Buy
97,960
+6,789
+7% +$784K 0.65% 24
2024
Q2 		$10.5M Buy
91,171
+30,297
+50% +$3.53M 0.71% 23
2024
Q1 		$7.08M Sell
60,874
-762
-1% -$79.7K 0.55% 37
2023
Q4 		$6.16M Buy
61,636
+507
+0.8% +$53.3K 0.52% 37
2023
Q3 		$7.19M Buy
61,129
+18,433
+43% +$2.02M 0.68% 27
2023
Q2 		$4.58M Buy
42,696
+672
+2% +$73.3K 0.53% 38
2023
Q1 		$4.61M Sell
42,024
-792
-2% -$87.6K 0.55% 36
2022
Q4 		$4.72M Buy
42,816
+7,008
+20% +$751K 0.63% 34
2022
Q3 		$3.13M Buy
35,808
+5,210
+17% +$476K 0.47% 52
2022
Q2 		$2.62M Buy
30,598
+3,765
+14% +$340K 0.39% 63
2022
Q1 		$2.22M Buy
26,833
+458
+2% +$35.6K 0.29% 89
2021
Q4 		$1.61M Sell
26,375
-483
-2% -$30.2K 0.21% 111
2021
Q3 		$1.58M Sell
26,858
-9,640
-26% -$549K 0.23% 105
2021
Q2 		$2.3M Buy
36,498
+5,974
+20% +$357K 0.28% 98
2021
Q1 		$1.7M Buy
30,524
+16,473
+117% +$864K 0.28% 94
2020
Q4 		$579K Buy
14,051
+6,518
+87% +$244K 0.12% 177
2020
Q3 		$257K Buy
7,533
+103
+1% +$4.21K 0.13% 152
2020
Q2 		$327K Buy
7,430
+1,327
+22% +$59.5K 0.18% 122
2020
Q1 		$232K Buy
6,103
+541
+10% +$29.9K 0.15% 138
2019
Q4 		$339K Buy
+5,562
New +$385K 0.2% 108

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

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

Arkadios Wealth Advisors reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $4.06M and leaving 207,934 shares worth $28.4M. The position accounts for 0.43% of the portfolio, ranked #42.

Arkadios Wealth Advisors first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $39.9M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Arkadios Wealth Advisors held 207,934 shares of ExxonMobil worth $28.4M as of Q2 2026.
  • Arkadios Wealth Advisors sold 27,157 ExxonMobil shares in Q2 2026, an estimated $4.06M.
  • ExxonMobil made up 0.43% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Arkadios Wealth Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's ExxonMobil position peaked at $39.9M in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.