Clearwater Capital Advisors’s ExxonMobil XOM Stock Holding History

Clearwater Capital 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	–	Sell	-1,271	Closed	-$216K	–	197
2026 Q1	$216K	Buy	+1,271	New	+$185K	0.02%	168
2024 Q4	–	Sell	-1,833	Closed	-$215K	–	180
2024 Q3	$215K	Buy	+1,833	New	+$212K	0.02%	162
2018 Q2	–	Sell	-1,633	Closed	-$122K	–	575
2018 Q1	$122K	Buy	+1,633	New	+$131K	0.03%	218
2017 Q4	–	Sell	-2,523	Closed	-$207K	–	181
2017 Q3	$207K	Sell	2,523 -55	-2%	-$4.37K	0.05%	167
2017 Q2	$207K	Sell	2,578 -240	-9%	-$19.6K	0.05%	156
2017 Q1	$233K	Sell	2,818 -590	-17%	-$49.3K	0.06%	151
2016 Q4	$310K	Buy	3,408 +70	+2%	+$6.12K	0.11%	123
2016 Q3	$288K	Buy	3,338 +965	+41%	+$85.6K	0.1%	120
2016 Q2	$223K	Buy	+2,373	New	+$210K	0.08%	123

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

Clearwater Capital Advisors's XOM Position: Q2 2026 in Review

Clearwater Capital Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,271 shares — an estimated $216K sold.

Clearwater Capital Advisors first reported a position in XOM in Q2 2016 and held it in 9 quarters. The position peaked at $310K in Q4 2016. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Clearwater Capital Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Clearwater Capital Advisors sold 1,271 ExxonMobil shares in Q2 2026, an estimated $216K.
Clearwater Capital Advisors first reported a position in ExxonMobil in Q2 2016 and held it in 9 quarters.
Clearwater Capital Advisors's ExxonMobil position peaked at $310K in Q4 2016.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.