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B.O.S.S. Retirement Advisors’s ExxonMobil XOM Stock Holding History

B.O.S.S. Retirement 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 		– Sell
-3,674
Closed -$623K – 193
2026
Q1 		$623K Sell
3,674
-157
-4% -$22.9K 0.19% 80
2025
Q4 		$461K Buy
3,831
+104
+3% +$12.1K 0.15% 99
2025
Q3 		$420K Sell
3,727
-33
-0.9% -$3.67K 0.1% 134
2025
Q2 		$405K Buy
3,760
+555
+17% +$59.3K 0.1% 128
2025
Q1 		$381K Sell
3,205
-179
-5% -$19.8K 0.11% 120
2024
Q4 		$364K Sell
3,384
-61,021
-95% -$7.14M 0.1% 128
2024
Q3 		$7.55M Buy
64,405
+10,242
+19% +$1.18M 1.52% 12
2024
Q2 		$6.24M Buy
54,163
+13,507
+33% +$1.57M 1.59% 10
2024
Q1 		$4.06M Sell
40,656
-4,507
-10% -$472K 1.56% 12
2023
Q4 		$4.52M Buy
45,163
+2,505
+6% +$263K 0.88% 23
2023
Q3 		$5.02M Buy
42,658
+2,536
+6% +$278K 1.08% 11
2023
Q2 		$4.3M Sell
40,122
-15,600
-28% -$1.7M 0.92% 18
2023
Q1 		$6.11M Buy
55,722
+7,364
+15% +$815K 1.44% 7
2022
Q4 		$5.33M Buy
+48,358
New +$5.18M 1.37% 7

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

B.O.S.S. Retirement Advisors's XOM Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 3,674 shares — an estimated $623K sold.

B.O.S.S. Retirement Advisors first reported a position in XOM in Q4 2022 and held it in 14 quarters. The position peaked at $7.55M in Q3 2024. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • B.O.S.S. Retirement Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 3,674 ExxonMobil shares in Q2 2026, an estimated $623K.
  • B.O.S.S. Retirement Advisors first reported a position in ExxonMobil in Q4 2022 and held it in 14 quarters.
  • B.O.S.S. Retirement Advisors's ExxonMobil position peaked at $7.55M in Q3 2024.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.