Delap Wealth Advisory’s ExxonMobil XOM Stock Holding History

Delap 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	$246K	Hold	1,800	–	–	0.08%	82
2026 Q1	$305K	Hold	1,800	–	–	0.11%	75
2025 Q4	$217K	Hold	1,800	–	–	0.08%	91
2025 Q3	$202K	Buy	+1,800	New	+$200K	0.08%	82
2025 Q2	–	Sell	-1,800	Closed	-$214K	–	89
2025 Q1	$214K	Buy	+1,800	New	+$199K	0.12%	76
2024 Q4	–	Sell	-1,892	Closed	-$222K	–	79
2024 Q3	$222K	Sell	1,892 -718	-28%	-$82.9K	0.14%	58
2024 Q2	$300K	Sell	2,610 -7,014	-73%	-$817K	0.14%	76
2024 Q1	$1.12M	Buy	9,624 +4,076	+73%	+$426K	0.45%	39
2023 Q4	$555K	Buy	+5,548	New	+$583K	0.25%	46
2023 Q1	–	Sell	-3,549	Closed	-$391K	–	74
2022 Q4	$391K	Buy	+3,549	New	+$380K	0.41%	44

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

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

Delap Wealth Advisory held its ExxonMobil (XOM) position steady in Q2 2026 at 1,800 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #82.

Delap Wealth Advisory first reported a position in XOM in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.12M in Q1 2024. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Delap Wealth Advisory held 1,800 shares of ExxonMobil worth $246K as of Q2 2026.
Delap Wealth Advisory left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.08% of Delap Wealth Advisory's portfolio in Q2 2026, its #82 holding.
Delap Wealth Advisory first reported a position in ExxonMobil in Q4 2022 and has held it in 10 quarters since.
Delap Wealth Advisory's ExxonMobil position peaked at $1.12M in Q1 2024.
4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.