Diversify Advisory Services’s ExxonMobil XOM Stock Holding History

Diversify Advisory Services’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	$16.5M	Buy	106,449 +99,579	+1,449%	+$14.9M	0.28%	73
2026 Q1	$1.06M	Sell	6,870 -73,829	-91%	-$10.8M	0.16%	65
2025 Q4	$10.5M	Buy	80,699 +28,250	+54%	+$3.28M	0.33%	48
2025 Q3	$5.97M	Sell	52,449 -3,217	-6%	-$358K	0.2%	84
2025 Q2	$5.91M	Buy	55,666 +20,121	+57%	+$2.15M	0.23%	74
2025 Q1	$3.85M	Buy	35,545 +2,142	+6%	+$237K	0.24%	69
2024 Q4	$3.56M	Sell	33,403 -8,419	-20%	-$985K	0.2%	75
2024 Q3	$5.05M	Buy	41,822 +518	+1%	+$59.8K	0.27%	68
2024 Q2	$4.58M	Sell	41,304 -3,395	-8%	-$395K	0.25%	74
2024 Q1	$5.23M	Buy	+44,699	New	+$4.68M	0.31%	69

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 $3.38T AUM 44.17% 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

Diversify Advisory Services's XOM Position: Q2 2026 in Review

Diversify Advisory Services increased its ExxonMobil (XOM) stake by 1,449% in Q2 2026, buying an estimated $14.9M and bringing the position to 106,449 shares worth $16.5M. The position accounts for 0.28% of the portfolio, ranked #73.

Diversify Advisory Services first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Diversify Advisory Services held 106,449 shares of ExxonMobil worth $16.5M as of Q2 2026.
Diversify Advisory Services bought 99,579 ExxonMobil shares in Q2 2026, an estimated $14.9M.
ExxonMobil made up 0.28% of Diversify Advisory Services's portfolio in Q2 2026, its #73 holding.
Diversify Advisory Services first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.