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Claris Advisors’s ExxonMobil XOM Stock Holding History

Claris 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 		$555K Buy
4,056
+2
+0% +$299 0.14% 41
2026
Q1 		$688K Buy
4,054
+2
+0% +$292 0.21% 34
2025
Q4 		$488K Sell
4,052
-584
-13% -$67.7K 0.15% 43
2025
Q3 		$500K Hold
4,636
– – 0.17% 43
2025
Q2 		$500K Sell
4,636
-1,705
-27% -$182K 0.17% 43
2025
Q1 		$754K Sell
6,341
-43
-0.7% -$4.75K 0.28% 32
2024
Q4 		$687K Buy
6,384
+1,958
+44% +$229K 0.26% 35
2024
Q3 		$519K Buy
4,426
+118
+3% +$13.6K 0.23% 32
2024
Q2 		$496K Sell
4,308
-14
-0.3% -$1.63K 0.26% 31
2024
Q1 		$502K Sell
4,322
-208
-5% -$21.8K 0.25% 32
2023
Q4 		$453K Sell
4,530
-241
-5% -$25.3K 0.25% 29
2023
Q3 		$561K Hold
4,771
– – 0.36% 23
2023
Q2 		$512K Buy
4,771
+211
+5% +$23K 0.35% 22
2023
Q1 		$500K Sell
4,560
-2,242
-33% -$248K 0.37% 21
2022
Q4 		$750K Buy
6,802
+262
+4% +$28.1K 0.71% 16
2022
Q3 		$571K Buy
6,540
+24
+0.4% +$2.19K 0.66% 12
2022
Q2 		$558K Buy
6,516
+21
+0.3% +$1.89K 0.6% 12
2022
Q1 		$536K Buy
6,495
+1
+0% +$78 0.57% 15
2021
Q4 		$397K Buy
+6,494
New +$406K 0.42% 25

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

Claris Advisors's XOM Position: Q2 2026 in Review

Claris Advisors increased its ExxonMobil (XOM) stake by 0.05% in Q2 2026, buying an estimated $299 and bringing the position to 4,056 shares worth $555K. The position accounts for 0.14% of the portfolio, ranked #41.

Claris Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $754K in Q1 2025. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Claris Advisors held 4,056 shares of ExxonMobil worth $555K as of Q2 2026.
  • Claris Advisors bought 2 ExxonMobil shares in Q2 2026, an estimated $299.
  • ExxonMobil made up 0.14% of Claris Advisors's portfolio in Q2 2026, its #41 holding.
  • Claris Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Claris Advisors's ExxonMobil position peaked at $754K in Q1 2025.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.