Consilium Wealth Advisory’s ExxonMobil XOM Stock Holding History

Consilium Wealth Advisory’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	-1,315	Closed	-$223K	–	110
2026 Q1	$223K	Buy	+1,315	New	+$192K	0.08%	97
2025 Q3	–	Sell	-5,403	Closed	-$582K	–	101
2025 Q2	$582K	Buy	5,403 +70	+1%	+$7.48K	0.25%	62
2025 Q1	$634K	Buy	5,333 +1	+0%	+$111	0.32%	51
2024 Q4	$574K	Sell	5,332 -3,116	-37%	-$364K	0.27%	55
2024 Q3	$990K	Buy	+8,448	New	+$975K	0.54%	38

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

Consilium Wealth Advisory's XOM Position: Q2 2026 in Review

Consilium Wealth Advisory sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,315 shares — an estimated $223K sold.

Consilium Wealth Advisory first reported a position in XOM in Q3 2024 and held it in 5 quarters. The position peaked at $990K in Q3 2024. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Consilium Wealth Advisory reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Consilium Wealth Advisory sold 1,315 ExxonMobil shares in Q2 2026, an estimated $223K.
Consilium Wealth Advisory first reported a position in ExxonMobil in Q3 2024 and held it in 5 quarters.
Consilium Wealth Advisory's ExxonMobil position peaked at $990K in Q3 2024.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.