Breakthru Advisory Services’s ExxonMobil XOM Stock Holding History

Breakthru Advisory Services’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	-3,203	Closed	-$543K	–	59
2026 Q1	$543K	Sell	3,203 -113	-3%	-$16.5K	0.87%	27
2025 Q4	$399K	Buy	3,316 +71	+2%	+$8.23K	0.26%	39
2025 Q3	$366K	Buy	+3,245	New	+$361K	0.24%	41
2025 Q1	–	Sell	-3,048	Closed	-$328K	–	55
2024 Q4	$328K	Buy	+3,048	New	+$357K	0.3%	39

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

Breakthru Advisory Services's XOM Position: Q2 2026 in Review

Breakthru Advisory Services sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 3,203 shares — an estimated $543K sold.

Breakthru Advisory Services first reported a position in XOM in Q4 2024 and held it in 4 quarters. The position peaked at $543K in Q1 2026. 4,262 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Breakthru Advisory Services reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Breakthru Advisory Services sold 3,203 ExxonMobil shares in Q2 2026, an estimated $543K.
Breakthru Advisory Services first reported a position in ExxonMobil in Q4 2024 and held it in 4 quarters.
Breakthru Advisory Services's ExxonMobil position peaked at $543K in Q1 2026.
4,262 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.