BlueChip Wealth Advisors’s ExxonMobil XOM Stock Holding History

BlueChip 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	$529K	Sell	3,870 -100	-3%	-$15K	0.2%	89
2026 Q1	$674K	Buy	3,970 +215	+6%	+$31.4K	0.3%	62
2025 Q4	$452K	Hold	3,755	–	–	0.19%	91
2025 Q3	$423K	Sell	3,755 -32	-0.8%	-$3.56K	0.18%	90
2025 Q2	$408K	Buy	3,787 +137	+4%	+$14.6K	0.18%	100
2025 Q1	$434K	Hold	3,650	–	–	0.21%	89
2024 Q4	$393K	Sell	3,650 -1,403	-28%	-$164K	0.22%	88
2024 Q3	$592K	Buy	5,053 +59	+1%	+$6.81K	0.31%	65
2024 Q2	$575K	Buy	4,994 +1,309	+36%	+$152K	0.34%	64
2024 Q1	$428K	Hold	3,685	–	–	0.28%	71
2023 Q4	$368K	Buy	+3,685	New	+$387K	0.26%	78

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlueChip Wealth Advisors's XOM Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its ExxonMobil (XOM) stake by 2.5% in Q2 2026, selling an estimated $15K and leaving 3,870 shares worth $529K. The position accounts for 0.2% of the portfolio, ranked #89.

BlueChip Wealth Advisors first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $674K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

BlueChip Wealth Advisors held 3,870 shares of ExxonMobil worth $529K as of Q2 2026.
BlueChip Wealth Advisors sold 100 ExxonMobil shares in Q2 2026, an estimated $15K.
ExxonMobil made up 0.2% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #89 holding.
BlueChip Wealth Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's ExxonMobil position peaked at $674K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.