BlueSky Wealth Advisors’s ExxonMobil XOM Stock Holding History

BlueSky 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	$736K	Sell	5,384 -332	-6%	-$49.7K	0.09%	67
2026 Q1	$970K	Buy	5,716 +613	+12%	+$89.5K	0.12%	57
2025 Q4	$614K	Hold	5,103	–	–	0.08%	54
2025 Q3	$575K	Buy	5,103 +2,152	+73%	+$239K	0.08%	54
2025 Q2	$318K	Hold	2,951	–	–	0.05%	61
2025 Q1	$351K	Hold	2,951	–	–	0.05%	60
2024 Q4	$317K	Hold	2,951	–	–	0.05%	61
2024 Q3	$346K	Hold	2,951	–	–	0.05%	61
2024 Q2	$340K	Hold	2,951	–	–	0.06%	61
2024 Q1	$343K	Hold	2,951	–	–	0.27%	30
2023 Q4	$295K	Sell	2,951 -355	-11%	-$37.3K	0.05%	58
2023 Q3	$389K	Hold	3,306	–	–	0.08%	54
2023 Q2	$355K	Buy	3,306 +951	+40%	+$104K	0.07%	53
2023 Q1	$258K	Hold	2,355	–	–	0.05%	60
2022 Q4	$260K	Hold	2,355	–	–	0.06%	60
2022 Q3	$206K	Hold	2,355	–	–	0.05%	63
2022 Q2	$202K	Buy	+2,355	New	+$212K	0.04%	62

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

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

BlueSky Wealth Advisors reduced its ExxonMobil (XOM) stake by 5.8% in Q2 2026, selling an estimated $49.7K and leaving 5,384 shares worth $736K. The position accounts for 0.09% of the portfolio, ranked #67.

BlueSky Wealth Advisors first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $970K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

BlueSky Wealth Advisors held 5,384 shares of ExxonMobil worth $736K as of Q2 2026.
BlueSky Wealth Advisors sold 332 ExxonMobil shares in Q2 2026, an estimated $49.7K.
ExxonMobil made up 0.09% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #67 holding.
BlueSky Wealth Advisors first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
BlueSky Wealth Advisors's ExxonMobil position peaked at $970K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.