Continuum Wealth Advisors’s ExxonMobil XOM Stock Holding History

Continuum 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	$479K	Sell	3,503 -1,013	-22%	-$152K	0.16%	48
2026 Q1	$766K	Buy	4,516 +850	+23%	+$124K	0.32%	31
2025 Q4	$441K	Buy	3,666 +1,228	+50%	+$142K	0.17%	50
2025 Q3	$275K	Buy	+2,438	New	+$271K	0.12%	60
2025 Q2	–	Sell	-2,242	Closed	-$267K	–	67
2025 Q1	$267K	Buy	+2,242	New	+$248K	0.14%	45

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

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

Continuum Wealth Advisors reduced its ExxonMobil (XOM) stake by 22% in Q2 2026, selling an estimated $152K and leaving 3,503 shares worth $479K. The position accounts for 0.16% of the portfolio, ranked #48.

Continuum Wealth Advisors first reported a position in XOM in Q1 2025 and has held it in 5 quarters since. The position peaked at $766K in Q1 2026. 4,242 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Continuum Wealth Advisors held 3,503 shares of ExxonMobil worth $479K as of Q2 2026.
Continuum Wealth Advisors sold 1,013 ExxonMobil shares in Q2 2026, an estimated $152K.
ExxonMobil made up 0.16% of Continuum Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Continuum Wealth Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 5 quarters since.
Continuum Wealth Advisors's ExxonMobil position peaked at $766K in Q1 2026.
4,242 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.