Carroll Advisory Group’s ExxonMobil XOM Stock Holding History

Carroll Advisory Group’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	$927K	Buy	6,778 +1	+0%	+$150	0.3%	41
2026 Q1	$1.15M	Sell	6,777 -1,191	-15%	-$174K	0.45%	40
2025 Q4	$959K	Buy	+7,968	New	+$924K	0.41%	41

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

Carroll Advisory Group's XOM Position: Q2 2026 in Review

Carroll Advisory Group increased its ExxonMobil (XOM) stake by 0.01% in Q2 2026, buying an estimated $150 and bringing the position to 6,778 shares worth $927K. The position accounts for 0.3% of the portfolio, ranked #41.

Carroll Advisory Group first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q1 2026. 4,254 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Carroll Advisory Group held 6,778 shares of ExxonMobil worth $927K as of Q2 2026.
Carroll Advisory Group bought 1 ExxonMobil share in Q2 2026, an estimated $150.
ExxonMobil made up 0.3% of Carroll Advisory Group's portfolio in Q2 2026, its #41 holding.
Carroll Advisory Group first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
Carroll Advisory Group's ExxonMobil position peaked at $1.15M in Q1 2026.
4,254 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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