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CBIZ Investment Advisory Services’s ExxonMobil XOM Stock Holding History

CBIZ Investment 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 		$78.8K Hold
465
– – ﹤0.01% 69
2026
Q1 		$78.8K Sell
465
-784
-63% -$114K ﹤0.01% 69
2025
Q4 		$150K Buy
1,249
+233
+23% +$27K 0.01% 63
2025
Q3 		$115K Buy
1,016
+77
+8% +$8.56K ﹤0.01% 74
2025
Q2 		$101K Sell
939
-155
-14% -$16.6K ﹤0.01% 79
2025
Q1 		$130K Buy
1,094
+143
+15% +$15.8K 0.01% 59
2024
Q4 		$102K Buy
951
+253
+36% +$29.6K 0.01% 73
2024
Q3 		$81.8K Buy
698
+38
+6% +$4.39K ﹤0.01% 79
2024
Q2 		$76K Buy
660
+87
+15% +$10.1K ﹤0.01% 83
2024
Q1 		$66.5K Buy
+573
New +$60K ﹤0.01% 85
2021
Q3 		– Hold
0
– – – 90
2021
Q2 		– Hold
0
– – – 65
2021
Q1 		– Hold
0
– – – 60
2020
Q4 		– Hold
0
– – – 71
2020
Q3 		– Hold
0
– – – 77
2020
Q2 		– Hold
0
– – – 66
2020
Q1 		– Hold
0
– – – 96
2019
Q4 		– Hold
0
– – – 88

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's XOM Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its ExxonMobil (XOM) position steady in Q2 2026 at 465 shares worth $78.8K. The position accounts for ﹤0.01% of the portfolio, ranked #69.

CBIZ Investment Advisory Services first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $150K in Q4 2025. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • CBIZ Investment Advisory Services held 465 shares of ExxonMobil worth $78.8K as of Q2 2026.
  • CBIZ Investment Advisory Services left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #69 holding.
  • CBIZ Investment Advisory Services first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's ExxonMobil position peaked at $150K in Q4 2025.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.