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Benchmark Financial Wealth Advisors’s ExxonMobil XOM Stock Holding History

Benchmark Financial 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 		$367K Buy
2,683
+125
+5% +$18.7K 0.09% 99
2026
Q1 		$434K Buy
2,558
+629
+33% +$91.8K 0.12% 86
2025
Q4 		$232K Buy
1,929
+41
+2% +$4.75K 0.07% 111
2025
Q3 		$213K Sell
1,888
-10
-0.5% -$1.11K 0.06% 115
2025
Q2 		$205K Buy
1,898
+122
+7% +$13K 0.07% 112
2025
Q1 		$211K Sell
1,776
-387
-18% -$42.8K 0.08% 96
2024
Q4 		$233K Buy
2,163
+266
+14% +$31.1K 0.07% 90
2024
Q3 		$222K Sell
1,897
-48
-2% -$5.54K 0.07% 90
2024
Q2 		$224K Buy
1,945
+76
+4% +$8.85K 0.08% 85
2024
Q1 		$217K Buy
+1,869
New +$196K 0.08% 85

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

Benchmark Financial Wealth Advisors's XOM Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its ExxonMobil (XOM) stake by 4.9% in Q2 2026, buying an estimated $18.7K and bringing the position to 2,683 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #99.

Benchmark Financial Wealth Advisors first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $434K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 2,683 shares of ExxonMobil worth $367K as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 125 ExxonMobil shares in Q2 2026, an estimated $18.7K.
  • ExxonMobil made up 0.09% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Benchmark Financial Wealth Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
  • Benchmark Financial Wealth Advisors's ExxonMobil position peaked at $434K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.