AFWM
XOM icon

Arta Finance Wealth Management’s ExxonMobil XOM Stock Holding History

Arta Finance Wealth Management’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 		$751K Buy
5,491
+537
+11% +$80.4K 0.32% 43
2026
Q1 		$840K Buy
4,954
+591
+14% +$86.2K 0.42% 37
2025
Q4 		$525K Buy
+4,363
New +$506K 0.27% 47

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

Arta Finance Wealth Management's XOM Position: Q2 2026 in Review

Arta Finance Wealth Management increased its ExxonMobil (XOM) stake by 11% in Q2 2026, buying an estimated $80.4K and bringing the position to 5,491 shares worth $751K. The position accounts for 0.32% of the portfolio, ranked #43.

Arta Finance Wealth Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $840K in Q1 2026. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Arta Finance Wealth Management held 5,491 shares of ExxonMobil worth $751K as of Q2 2026.
  • Arta Finance Wealth Management bought 537 ExxonMobil shares in Q2 2026, an estimated $80.4K.
  • ExxonMobil made up 0.32% of Arta Finance Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Arta Finance Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Arta Finance Wealth Management's ExxonMobil position peaked at $840K in Q1 2026.
  • 4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Arta Finance Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.