CM Wealth Advisors’s ExxonMobil XOM Stock Holding History

CM 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	$1.37M	Buy	10,036 +1,226	+14%	+$183K	0.25%	40
2026 Q1	$1.49M	Buy	8,810 +10	+0.1%	+$1.46K	0.32%	34
2025 Q4	$1.06M	Buy	8,800 +2,714	+45%	+$315K	0.24%	41
2025 Q3	$686K	Hold	6,086	–	–	0.18%	45
2025 Q2	$656K	Sell	6,086 -3,052	-33%	-$326K	0.19%	44
2025 Q1	$1.09M	Hold	9,138	–	–	0.35%	28
2024 Q4	$983K	Hold	9,138	–	–	0.32%	27
2024 Q3	$1.07M	Hold	9,138	–	–	0.35%	25
2024 Q2	$1.05M	Hold	9,138	–	–	0.5%	18
2024 Q1	$1.06M	Buy	9,138 +2,867	+46%	+$300K	0.3%	36
2023 Q4	$627K	Hold	6,271	–	–	0.27%	33
2023 Q3	$660K	Sell	6,271 -886	-12%	-$97.2K	0.25%	30
2023 Q2	$745K	Buy	7,157 +522	+8%	+$57K	0.24%	40
2023 Q1	$766K	Sell	6,635 -12	-0.2%	-$1.33K	0.15%	200
2022 Q4	$733K	Hold	6,647	–	–	0.37%	26
2022 Q3	$580M	Hold	6,647	–	–	0.32%	34
2022 Q2	$569K	Buy	+6,647	New	+$600K	0.35%	34

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

CM Wealth Advisors's XOM Position: Q2 2026 in Review

CM Wealth Advisors increased its ExxonMobil (XOM) stake by 14% in Q2 2026, buying an estimated $183K and bringing the position to 10,036 shares worth $1.37M. The position accounts for 0.25% of the portfolio, ranked #40.

CM Wealth Advisors first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $580M in Q3 2022. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

CM Wealth Advisors held 10,036 shares of ExxonMobil worth $1.37M as of Q2 2026.
CM Wealth Advisors bought 1,226 ExxonMobil shares in Q2 2026, an estimated $183K.
ExxonMobil made up 0.25% of CM Wealth Advisors's portfolio in Q2 2026, its #40 holding.
CM Wealth Advisors first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
CM Wealth Advisors's ExxonMobil position peaked at $580M in Q3 2022.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.