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Carson Advisory’s ExxonMobil XOM Stock Holding History

Carson Advisory’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 		$1.02M Sell
7,436
-174
-2% -$26K 0.47% 53
2026
Q1 		$1.29M Sell
7,610
-425
-5% -$62K 0.67% 33
2025
Q4 		$967K Sell
8,035
-28
-0.3% -$3.25K 0.5% 53
2025
Q3 		$909K Buy
8,063
+19
+0.2% +$2.11K 0.49% 52
2025
Q2 		$867K Sell
8,044
-260
-3% -$27.8K 0.55% 51
2025
Q1 		$988K Sell
8,304
-118
-1% -$13.1K 0.67% 37
2024
Q4 		$906K Sell
8,422
-2,059
-20% -$241K 0.63% 45
2024
Q3 		$1.23M Sell
10,481
-33
-0.3% -$3.81K 0.77% 31
2024
Q2 		$1.21M Sell
10,514
-1
-0% -$116 0.85% 29
2024
Q1 		$1.22M Buy
10,515
+43
+0.4% +$4.5K 0.86% 28
2023
Q4 		$1.05M Buy
10,472
+82
+0.8% +$8.62K 0.81% 31
2023
Q3 		$1.22M Sell
10,390
-2,679
-20% -$294K 1.07% 24
2023
Q2 		$1.4M Buy
13,069
+3
+0% +$327 1.18% 21
2023
Q1 		$1.43M Buy
13,066
+4,200
+47% +$465K 1.27% 19
2022
Q4 		$978K Sell
8,866
-1,279
-13% -$137K 0.94% 29
2022
Q3 		$886K Buy
10,145
+3,385
+50% +$309K 0.98% 30
2022
Q2 		$579K Buy
6,760
+353
+6% +$31.8K 0.65% 47
2022
Q1 		$529K Sell
6,407
-533
-8% -$41.4K 0.53% 56
2021
Q4 		$425K Buy
+6,940
New +$434K 0.43% 60

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

Carson Advisory's XOM Position: Q2 2026 in Review

Carson Advisory reduced its ExxonMobil (XOM) stake by 2.3% in Q2 2026, selling an estimated $26K and leaving 7,436 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #53.

Carson Advisory first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q1 2023. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Carson Advisory held 7,436 shares of ExxonMobil worth $1.02M as of Q2 2026.
  • Carson Advisory sold 174 ExxonMobil shares in Q2 2026, an estimated $26K.
  • ExxonMobil made up 0.47% of Carson Advisory's portfolio in Q2 2026, its #53 holding.
  • Carson Advisory first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's ExxonMobil position peaked at $1.43M in Q1 2023.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.