Cerro Pacific Wealth Advisors’s ExxonMobil XOM Stock Holding History

Cerro Pacific Wealth Advisors’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	$2.48M	Sell	18,145 -33	-0.2%	-$4.94K	0.56%	38
2026 Q1	$3.08M	Sell	18,178 -12	-0.1%	-$1.75K	0.81%	28
2025 Q4	$2.19M	Sell	18,190 -18	-0.1%	-$2.09K	0.59%	42
2025 Q3	$2.05M	Sell	18,208 -259	-1%	-$28.8K	0.56%	44
2025 Q2	$1.99M	Buy	18,467 +13	+0.1%	+$1.39K	0.55%	48
2025 Q1	$1.99M	Buy	18,454 +746	+4%	+$82.5K	0.65%	44
2024 Q4	$2.08M	Sell	17,708 -80	-0.4%	-$9.36K	0.69%	43
2024 Q3	$2.05M	Hold	17,788	–	–	0.77%	41
2024 Q2	$2.05M	Buy	+17,788	New	+$2.07M	0.78%	41
2023 Q1	$1.98M	Sell	18,076 -22	-0.1%	-$2.43K	1.1%	20
2022 Q4	$2M	Buy	18,098 +122	+0.7%	+$13.1K	1.06%	21
2022 Q3	$1.57M	Buy	17,976 +8,732	+94%	+$797K	0.95%	25
2022 Q2	$792K	Buy	9,244 +241	+3%	+$21.7K	0.5%	50
2022 Q1	$744K	Sell	9,003 -134	-1%	-$10.4K	0.46%	69
2021 Q4	$559K	Buy	9,137 +7	+0.1%	+$437	0.35%	82
2021 Q3	$537K	Sell	9,130 -231	-2%	-$13.2K	0.39%	86
2021 Q2	$590K	Buy	+9,361	New	+$559K	0.44%	71
2020 Q4	$653K	Buy	+15,843	New	+$594K	0.39%	69

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

Cerro Pacific Wealth Advisors's XOM Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its ExxonMobil (XOM) stake by 0.18% in Q2 2026, selling an estimated $4.94K and leaving 18,145 shares worth $2.48M. The position accounts for 0.56% of the portfolio, ranked #38.

Cerro Pacific Wealth Advisors first reported a position in XOM in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.08M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Cerro Pacific Wealth Advisors held 18,145 shares of ExxonMobil worth $2.48M as of Q2 2026.
Cerro Pacific Wealth Advisors sold 33 ExxonMobil shares in Q2 2026, an estimated $4.94K.
ExxonMobil made up 0.56% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Cerro Pacific Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 18 quarters since.
Cerro Pacific Wealth Advisors's ExxonMobil position peaked at $3.08M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.