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Core Wealth Advisors (Florida)’s ExxonMobil XOM Stock Holding History

Core Wealth Advisors (Florida)’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 		$934K Buy
6,834
+29
+0.4% +$4.34K 0.19% 50
2026
Q1 		$1.15M Buy
6,805
+68
+1% +$9.92K 0.28% 37
2025
Q4 		$811K Buy
6,737
+80
+1% +$9.28K 0.21% 45
2025
Q3 		$751K Buy
6,657
+2,540
+62% +$282K 0.2% 42
2025
Q2 		$444K Buy
4,117
+1,441
+54% +$154K 0.13% 51
2025
Q1 		$318K Buy
2,676
+55
+2% +$6.08K 0.1% 54
2024
Q4 		$282K Hold
2,621
– – 0.09% 53
2024
Q3 		$307K Sell
2,621
-6
-0.2% -$693 0.1% 50
2024
Q2 		$302K Buy
2,627
+229
+10% +$26.7K 0.1% 50
2024
Q1 		$279K Buy
2,398
+552
+30% +$57.8K 0.09% 49
2023
Q4 		$185K Buy
1,846
+547
+42% +$57.5K 0.07% 49
2023
Q3 		$153K Hold
1,299
– – 0.06% 50
2023
Q2 		$139K Hold
1,299
– – 0.06% 54
2023
Q1 		$142K Buy
1,299
+435
+50% +$48.1K 0.06% 54
2022
Q4 		$95.3K Buy
864
+285
+49% +$30.5K 0.04% 63
2022
Q3 		$51K Buy
579
+3
+0.5% +$274 0.03% 66
2022
Q2 		$49K Hold
576
– – 0.03% 70
2022
Q1 		$48K Sell
576
-34
-6% -$2.64K 0.03% 83
2021
Q4 		$37K Buy
610
+500
+455% +$31.3K 0.02% 104
2021
Q3 		$6K Hold
110
– – ﹤0.01% 155
2021
Q2 		$7K Hold
110
– – ﹤0.01% 143
2021
Q1 		$6K Hold
110
– – 0.01% 135
2020
Q4 		$5K Hold
110
– – ﹤0.01% 145
2020
Q3 		$4K Hold
110
– – ﹤0.01% 128
2020
Q2 		$5K Sell
110
-5,749
-98% -$258K ﹤0.01% 103
2020
Q1 		$222K Buy
+5,859
New +$324K 0.17% 35

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

Core Wealth Advisors (Florida)'s XOM Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its ExxonMobil (XOM) stake by 0.43% in Q2 2026, buying an estimated $4.34K and bringing the position to 6,834 shares worth $934K. The position accounts for 0.19% of the portfolio, ranked #50.

Core Wealth Advisors (Florida) first reported a position in XOM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.15M in Q1 2026. 4,236 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Core Wealth Advisors (Florida) held 6,834 shares of ExxonMobil worth $934K as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 29 ExxonMobil shares in Q2 2026, an estimated $4.34K.
  • ExxonMobil made up 0.19% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #50 holding.
  • Core Wealth Advisors (Florida) first reported a position in ExxonMobil in Q1 2020 and has held it in 26 quarters since.
  • Core Wealth Advisors (Florida)'s ExxonMobil position peaked at $1.15M in Q1 2026.
  • 4,236 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.