AWM
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Aviso Wealth Management’s ExxonMobil XOM Stock Holding History

Aviso 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 		$2.19M Sell
16,034
-440
-3% -$65.9K 0.75% 28
2026
Q1 		$2.8M Sell
16,474
-693
-4% -$101K 1.26% 22
2025
Q4 		$2.07M Buy
17,167
+268
+2% +$31.1K 0.87% 29
2025
Q3 		$1.91M Sell
16,899
-345
-2% -$38.4K 0.83% 29
2025
Q2 		$1.86M Buy
17,244
+918
+6% +$98.1K 0.87% 28
2025
Q1 		$1.94M Buy
16,326
+3,150
+24% +$348K 1.03% 22
2024
Q4 		$1.42M Buy
13,176
+1,782
+16% +$208K 0.72% 39
2024
Q3 		$1.34M Buy
11,394
+608
+6% +$70.2K 0.72% 36
2024
Q2 		$1.24M Sell
10,786
-659
-6% -$76.8K 0.74% 32
2024
Q1 		$1.33M Buy
11,445
+4,178
+57% +$437K 0.84% 28
2023
Q4 		$727K Buy
+7,267
New +$764K 0.53% 52

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 Wealth Management's XOM Position: Q2 2026 in Review

Aviso Wealth Management reduced its ExxonMobil (XOM) stake by 2.7% in Q2 2026, selling an estimated $65.9K and leaving 16,034 shares worth $2.19M. The position accounts for 0.75% of the portfolio, ranked #28.

Aviso Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.8M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Aviso Wealth Management held 16,034 shares of ExxonMobil worth $2.19M as of Q2 2026.
  • Aviso Wealth Management sold 440 ExxonMobil shares in Q2 2026, an estimated $65.9K.
  • ExxonMobil made up 0.75% of Aviso Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Aviso Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's ExxonMobil position peaked at $2.8M in Q1 2026.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.