Center for Wealth Management Advisory’s ExxonMobil XOM Stock Holding History

Center for Wealth Management 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	–	Sell	-12,852	Closed	-$2.18M	–	68
2026 Q1	$2.18M	Sell	12,852 -158	-1%	-$23.1K	1.57%	13
2025 Q4	$1.57M	Buy	+13,010	New	+$1.51M	1.15%	30

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

Center for Wealth Management Advisory's XOM Position: Q2 2026 in Review

Center for Wealth Management Advisory sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 12,852 shares — an estimated $2.18M sold.

Center for Wealth Management Advisory first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $2.18M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Center for Wealth Management Advisory reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Center for Wealth Management Advisory sold 12,852 ExxonMobil shares in Q2 2026, an estimated $2.18M.
Center for Wealth Management Advisory first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
Center for Wealth Management Advisory's ExxonMobil position peaked at $2.18M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.