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Aviso Financial’s ExxonMobil XOM Stock Holding History

Aviso Financial’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
-7,760
Closed -$1.32M – 355
2026
Q1 		$1.32M Buy
7,760
+700
+10% +$102K 0.05% 137
2025
Q4 		$850K Sell
7,060
-140
-2% -$16.2K 0.03% 164
2025
Q3 		$812K Buy
7,200
+160
+2% +$17.8K 0.03% 177
2025
Q2 		$759K Sell
7,040
-2,661
-27% -$284K 0.03% 175
2025
Q1 		$1.15M Buy
9,701
+802
+9% +$88.7K 0.06% 136
2024
Q4 		$957K Buy
8,899
+573
+7% +$67K 0.05% 151
2024
Q3 		$976K Buy
8,326
+1,080
+15% +$125K 0.05% 147
2024
Q2 		$834K Buy
+7,246
New +$844K 0.05% 155

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

Aviso Financial's XOM Position: Q2 2026 in Review

Aviso Financial sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 7,760 shares — an estimated $1.32M sold.

Aviso Financial first reported a position in XOM in Q2 2024 and held it in 8 quarters. The position peaked at $1.32M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Aviso Financial reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Aviso Financial sold 7,760 ExxonMobil shares in Q2 2026, an estimated $1.32M.
  • Aviso Financial first reported a position in ExxonMobil in Q2 2024 and held it in 8 quarters.
  • Aviso Financial's ExxonMobil position peaked at $1.32M in Q1 2026.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.