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Atlas Private Wealth Advisors’s ExxonMobil XOM Stock Holding History

Atlas Private 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 		$392K Sell
2,867
-3,672
-56% -$550K 0.09% 99
2026
Q1 		$1.11M Buy
6,539
+3,083
+89% +$450K 0.26% 54
2025
Q4 		$416K Sell
3,456
-131
-4% -$15.2K 0.1% 93
2025
Q3 		$404K Sell
3,587
-9,406
-72% -$1.05M 0.1% 101
2025
Q2 		$1.4M Sell
12,993
-1,453
-10% -$155K 0.18% 68
2025
Q1 		$1.72M Sell
14,446
-4,110
-22% -$455K 0.24% 55
2024
Q4 		$2M Buy
18,556
+418
+2% +$48.9K 0.28% 51
2024
Q3 		$2.13M Buy
18,138
+112
+0.6% +$12.9K 0.31% 45
2024
Q2 		$2.07M Buy
18,026
+9,348
+108% +$1.09M 0.34% 40
2024
Q1 		$1.01M Sell
8,678
-8,378
-49% -$877K 0.34% 41
2023
Q4 		$1.7M Sell
17,056
-2,483
-13% -$261K 0.32% 42
2023
Q3 		$2.3M Buy
19,539
+3,964
+25% +$435K 0.43% 38
2023
Q2 		$1.67M Buy
15,575
+7,783
+100% +$849K 0.34% 56
2023
Q1 		$854K Sell
7,792
-766
-9% -$84.7K 0.39% 50
2022
Q4 		$944K Sell
8,558
-370
-4% -$39.6K 0.5% 39
2022
Q3 		$779K Sell
8,928
-619
-6% -$56.5K 0.47% 47
2022
Q2 		$818K Sell
9,547
-1,483
-13% -$134K 0.49% 48
2022
Q1 		$911K Sell
11,030
-1,694
-13% -$132K 0.4% 53
2021
Q4 		$779K Sell
12,724
-15
-0.1% -$937 0.36% 66
2021
Q3 		$749K Buy
12,739
+528
+4% +$30.1K 0.39% 57
2021
Q2 		$770K Buy
12,211
+271
+2% +$16.2K 0.42% 54
2021
Q1 		$667K Buy
11,940
+1,180
+11% +$61.9K 0.37% 60
2020
Q4 		$444K Buy
10,760
+1,263
+13% +$47.4K 0.3% 74
2020
Q3 		$326K Buy
9,497
+158
+2% +$6.46K 0.27% 79
2020
Q2 		$418K Buy
+9,339
New +$419K 0.37% 66

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 $3.38T AUM 44.17% 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

Atlas Private Wealth Advisors's XOM Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its ExxonMobil (XOM) stake by 56% in Q2 2026, selling an estimated $550K and leaving 2,867 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #99.

Atlas Private Wealth Advisors first reported a position in XOM in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.3M in Q3 2023. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Atlas Private Wealth Advisors held 2,867 shares of ExxonMobil worth $392K as of Q2 2026.
  • Atlas Private Wealth Advisors sold 3,672 ExxonMobil shares in Q2 2026, an estimated $550K.
  • ExxonMobil made up 0.09% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Atlas Private Wealth Advisors first reported a position in ExxonMobil in Q2 2020 and has held it in 25 quarters since.
  • Atlas Private Wealth Advisors's ExxonMobil position peaked at $2.3M in Q3 2023.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.