Ellevest Inc’s ExxonMobil XOM Stock Holding History

Ellevest Inc’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	-3,093	Closed	-$525K	–	503
2026 Q1	$525K	Buy	3,093 +52	+2%	+$7.59K	0.07%	213
2025 Q4	$366K	Buy	3,041 +445	+17%	+$51.6K	0.05%	287
2025 Q3	$293K	Buy	+2,596	New	+$289K	0.04%	339
2020 Q3	–	Sell	-102	Closed	-$5K	–	1348
2020 Q2	$5K	Buy	+102	New	+$4.58K	﹤0.01%	762
2020 Q1	–	Sell	-962	Closed	-$67K	–	1325
2019 Q4	$67K	Hold	962	–	–	0.02%	141
2019 Q3	$68K	Sell	962 -107	-10%	-$7.74K	0.02%	106
2019 Q2	$82K	Buy	1,069 +1,026	+2,386%	+$79.4K	0.03%	85
2019 Q1	$3K	Buy	43 +33	+330%	+$2.52K	﹤0.01%	274
2018 Q4	$1K	Buy	+10	New	+$785	﹤0.01%	498

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

Ellevest Inc's XOM Position: Q2 2026 in Review

Ellevest Inc sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 3,093 shares — an estimated $525K sold.

Ellevest Inc first reported a position in XOM in Q4 2018 and held it in 9 quarters. The position peaked at $525K in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Ellevest Inc reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Ellevest Inc sold 3,093 ExxonMobil shares in Q2 2026, an estimated $525K.
Ellevest Inc first reported a position in ExxonMobil in Q4 2018 and held it in 9 quarters.
Ellevest Inc's ExxonMobil position peaked at $525K in Q1 2026.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.