AWE
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Avidian Wealth Enterprises’s ExxonMobil XOM Stock Holding History

Avidian Wealth Enterprises’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
2022
Q1 		– Sell
-400
Closed -$24K – 590
2021
Q4 		$24K Buy
+400
New +$25K ﹤0.01% 527
2020
Q3 		– Sell
-400
Closed -$2K – 313
2020
Q2 		$2K Buy
+400
New +$17.9K ﹤0.01% 258

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

Avidian Wealth Enterprises's XOM Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its ExxonMobil (XOM) stake by 1.1% in Q2 2026, buying an estimated $394K and bringing the position to 237,519 shares worth $32.5M. The position accounts for 0.9% of the portfolio, ranked #23.

Avidian Wealth Enterprises first reported a position in XOM in Q4 2013 and has held it in 50 quarters since. The position peaked at $39.9M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Avidian Wealth Enterprises held 237,519 shares of ExxonMobil worth $32.5M as of Q2 2026.
  • Avidian Wealth Enterprises bought 2,633 ExxonMobil shares in Q2 2026, an estimated $394K.
  • ExxonMobil made up 0.9% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #23 holding.
  • Avidian Wealth Enterprises first reported a position in ExxonMobil in Q4 2013 and has held it in 50 quarters since.
  • Avidian Wealth Enterprises's ExxonMobil position peaked at $39.9M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.