Elevatus Welath Management’s ExxonMobil XOM Stock Holding History

Elevatus Welath Management’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	$2.48M	Buy	18,140 +694	+4%	+$104K	0.6%	41
2026 Q1	$2.96M	Sell	17,446 -1,221	-7%	-$178K	1.55%	20
2025 Q4	$2.25M	Buy	18,667 +299	+2%	+$34.7K	0.61%	49
2025 Q3	$2.07M	Buy	18,368 +786	+4%	+$87.4K	0.6%	44
2025 Q2	$1.9M	Buy	17,582 +553	+3%	+$59.1K	0.63%	38
2025 Q1	$2.03M	Sell	17,029 -1,966	-10%	-$217K	1.15%	23
2024 Q4	$2.04M	Buy	18,995 +933	+5%	+$109K	0.7%	25
2024 Q3	$2.12M	Sell	18,062 -6	-0%	-$693	0.69%	28
2024 Q2	$2.08M	Buy	18,068 +10,718	+146%	+$1.25M	0.78%	41
2024 Q1	$854K	Sell	7,350 -45	-0.6%	-$4.71K	0.34%	39
2023 Q4	$739K	Buy	7,395 +283	+4%	+$29.7K	0.34%	44
2023 Q3	$836K	Buy	7,112 +649	+10%	+$71.2K	0.76%	26
2023 Q2	$693K	Buy	+6,463	New	+$705K	0.48%	32

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

Elevatus Welath Management's XOM Position: Q2 2026 in Review

Elevatus Welath Management increased its ExxonMobil (XOM) stake by 4% in Q2 2026, buying an estimated $104K and bringing the position to 18,140 shares worth $2.48M. The position accounts for 0.6% of the portfolio, ranked #41.

Elevatus Welath Management first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.96M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Elevatus Welath Management held 18,140 shares of ExxonMobil worth $2.48M as of Q2 2026.
Elevatus Welath Management bought 694 ExxonMobil shares in Q2 2026, an estimated $104K.
ExxonMobil made up 0.6% of Elevatus Welath Management's portfolio in Q2 2026, its #41 holding.
Elevatus Welath Management first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
Elevatus Welath Management's ExxonMobil position peaked at $2.96M in Q1 2026.
4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.