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Detalus Advisors’s ExxonMobil XOM Stock Holding History

Detalus 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 		$617K Buy
4,510
+8
+0.2% +$1.2K 0.12% 82
2026
Q1 		$764K Sell
4,502
-74
-2% -$10.8K 0.17% 70
2025
Q4 		$551K Buy
4,576
+183
+4% +$21.2K 0.13% 85
2025
Q3 		$495K Sell
4,393
-118
-3% -$13.1K 0.13% 89
2025
Q2 		$486K Sell
4,511
-70
-2% -$7.48K 0.14% 88
2025
Q1 		$545K Buy
4,581
+90
+2% +$9.95K 0.17% 73
2024
Q4 		$483K Buy
4,491
+105
+2% +$12.3K 0.16% 74
2024
Q3 		$514K Buy
4,386
+554
+14% +$64K 0.17% 77
2024
Q2 		$441K Buy
3,832
+160
+4% +$18.6K 0.15% 85
2024
Q1 		$427K Sell
3,672
-1
-0% -$105 0.15% 87
2023
Q4 		$367K Sell
3,673
-12
-0.3% -$1.26K 0.15% 89
2023
Q3 		$433K Buy
3,685
+284
+8% +$31.2K 0.2% 81
2023
Q2 		$365K Buy
3,401
+5
+0.1% +$546 0.16% 91
2023
Q1 		$372K Sell
3,396
-796
-19% -$88K 0.18% 91
2022
Q4 		$462K Buy
4,192
+805
+24% +$86.3K 0.23% 84
2022
Q3 		$296K Buy
3,387
+104
+3% +$9.49K 0.18% 96
2022
Q2 		$281K Buy
3,283
+5
+0.2% +$451 0.17% 92
2022
Q1 		$271K Sell
3,278
-68
-2% -$5.29K 0.14% 92
2021
Q4 		$205K Sell
3,346
-307
-8% -$19.2K 0.1% 119
2021
Q3 		$215K Buy
3,653
+205
+6% +$11.7K 0.11% 109
2021
Q2 		$218K Sell
3,448
-152
-4% -$9.07K 0.12% 108
2021
Q1 		$201K Buy
+3,600
New +$189K 0.12% 101
2020
Q3 		– Sell
-6,680
Closed -$299K – 95
2020
Q2 		$299K Sell
6,680
-5,244
-44% -$235K 0.23% 72
2020
Q1 		$453K Buy
11,924
+3,660
+44% +$202K 0.42% 49
2019
Q4 		$577K Buy
+8,264
New +$571K 0.42% 44

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

Detalus Advisors's XOM Position: Q2 2026 in Review

Detalus Advisors increased its ExxonMobil (XOM) stake by 0.18% in Q2 2026, buying an estimated $1.2K and bringing the position to 4,510 shares worth $617K. The position accounts for 0.12% of the portfolio, ranked #82.

Detalus Advisors first reported a position in XOM in Q4 2019 and has held it in 25 quarters since. The position peaked at $764K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Detalus Advisors held 4,510 shares of ExxonMobil worth $617K as of Q2 2026.
  • Detalus Advisors bought 8 ExxonMobil shares in Q2 2026, an estimated $1.2K.
  • ExxonMobil made up 0.12% of Detalus Advisors's portfolio in Q2 2026, its #82 holding.
  • Detalus Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 25 quarters since.
  • Detalus Advisors's ExxonMobil position peaked at $764K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.