Claro Advisors’s ExxonMobil XOM Stock Holding History

Claro 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
2019 Q1	–	Sell	-500	Closed	-$2K	–	958
2018 Q4	$2K	Buy	+500	New	+$39.2K	﹤0.01%	954

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

Claro Advisors's XOM Position: Q2 2026 in Review

Claro Advisors reduced its ExxonMobil (XOM) stake by 92% in Q2 2026, selling an estimated $5.98M and leaving 3,405 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #284.

Claro Advisors first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.35M in Q1 2026. 4,242 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Claro Advisors held 3,405 shares of ExxonMobil worth $466K as of Q2 2026.
Claro Advisors sold 39,929 ExxonMobil shares in Q2 2026, an estimated $5.98M.
ExxonMobil made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #284 holding.
Claro Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
Claro Advisors's ExxonMobil position peaked at $7.35M in Q1 2026.
4,242 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.