Elevate Wealth Advisory’s ExxonMobil XOM Stock Holding History

Elevate 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	–	Sell	-1,457	Closed	-$247K	–	134
2026 Q1	$247K	Buy	+1,457	New	+$213K	0.16%	70
2025 Q3	–	Sell	-1,950	Closed	-$210K	–	135
2025 Q2	$210K	Buy	1,950 +103	+6%	+$11K	0.15%	74
2025 Q1	$220K	Buy	+1,847	New	+$204K	0.16%	70
2024 Q4	–	Sell	-1,755	Closed	-$206K	–	120
2024 Q3	$206K	Buy	1,755 +5	+0.3%	+$577	0.15%	69
2024 Q2	$202K	Buy	+1,750	New	+$204K	0.16%	65

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

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

Elevate Wealth Advisory sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,457 shares — an estimated $247K sold.

Elevate Wealth Advisory first reported a position in XOM in Q2 2024 and held it in 5 quarters. The position peaked at $247K in Q1 2026. 4,268 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Elevate Wealth Advisory reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Elevate Wealth Advisory sold 1,457 ExxonMobil shares in Q2 2026, an estimated $247K.
Elevate Wealth Advisory first reported a position in ExxonMobil in Q2 2024 and held it in 5 quarters.
Elevate Wealth Advisory's ExxonMobil position peaked at $247K in Q1 2026.
4,268 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.