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Consultiva Wealth Management’s ExxonMobil XOM Stock Holding History

Consultiva Wealth Management’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 		$27.3K Hold
200
– – 0.06% 153
2026
Q1 		$33.9K Hold
200
– – 0.1% 115
2025
Q4 		$24.1K Hold
200
– – 0.07% 143
2025
Q3 		$22.6K Hold
200
– – 0.06% 149
2025
Q2 		$21.6K Hold
200
– – 0.07% 153
2025
Q1 		$23.8K Hold
200
– – 0.08% 141
2024
Q4 		$21.5K Buy
+200
New +$23.4K 0.11% 95

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 $3.38T AUM 44.17% 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

Consultiva Wealth Management's XOM Position: Q2 2026 in Review

Consultiva Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 200 shares worth $27.3K. The position accounts for 0.06% of the portfolio, ranked #153.

Consultiva Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.9K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Consultiva Wealth Management held 200 shares of ExxonMobil worth $27.3K as of Q2 2026.
  • Consultiva Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.06% of Consultiva Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Consultiva Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's ExxonMobil position peaked at $33.9K in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.