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Consilio Wealth Advisors’s ExxonMobil XOM Stock Holding History

Consilio 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 		$1.16M Sell
8,486
-550
-6% -$82.3K 0.28% 40
2026
Q1 		$1.53M Buy
9,036
+794
+10% +$116K 0.45% 30
2025
Q4 		$992K Buy
8,242
+1,086
+15% +$126K 0.29% 35
2025
Q3 		$807K Buy
7,156
+147
+2% +$16.3K 0.27% 35
2025
Q2 		$767K Sell
7,009
-156
-2% -$16.7K 0.27% 34
2025
Q1 		$851K Buy
7,165
+8
+0.1% +$885 0.36% 29
2024
Q4 		$770K Sell
7,157
-125
-2% -$14.6K 0.31% 32
2024
Q3 		$854K Buy
7,282
+731
+11% +$84.4K 0.35% 30
2024
Q2 		$754K Buy
6,551
+459
+8% +$53.5K 0.34% 29
2024
Q1 		$708K Buy
6,092
+3,453
+131% +$361K 0.33% 29
2023
Q4 		$264K Buy
2,639
+201
+8% +$21.1K 0.13% 46
2023
Q3 		$282K Buy
2,438
+159
+7% +$17.4K 0.16% 39
2023
Q2 		$244K Sell
2,279
-189
-8% -$20.6K 0.13% 43
2023
Q1 		$271K Buy
2,468
+241
+11% +$26.7K 0.15% 43
2022
Q4 		$246K Buy
+2,227
New +$239K 0.16% 41

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

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

Consilio Wealth Advisors reduced its ExxonMobil (XOM) stake by 6.1% in Q2 2026, selling an estimated $82.3K and leaving 8,486 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #40.

Consilio Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.53M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Consilio Wealth Advisors held 8,486 shares of ExxonMobil worth $1.16M as of Q2 2026.
  • Consilio Wealth Advisors sold 550 ExxonMobil shares in Q2 2026, an estimated $82.3K.
  • ExxonMobil made up 0.28% of Consilio Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Consilio Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Consilio Wealth Advisors's ExxonMobil position peaked at $1.53M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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