Encompass Wealth Advisors’s ExxonMobil XOM Stock Holding History

Encompass Wealth 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	$546K	Hold	3,992	–	–	0.17%	56
2026 Q1	$677K	Hold	3,992	–	–	0.24%	47
2025 Q4	$480K	Hold	3,992	–	–	0.16%	61
2025 Q3	$450K	Buy	3,992 +139	+4%	+$15.5K	0.15%	72
2025 Q2	$415K	Buy	3,853 +15	+0.4%	+$1.6K	0.15%	71
2025 Q1	$456K	Buy	3,838 +188	+5%	+$20.8K	0.19%	66
2024 Q4	$393K	Sell	3,650 -2,247	-38%	-$263K	0.16%	71
2024 Q3	$691K	Hold	5,897	–	–	0.17%	116
2024 Q2	$679K	Hold	5,897	–	–	0.18%	108
2024 Q1	$685K	Sell	5,897 -22	-0.4%	-$2.3K	0.18%	117
2023 Q4	$592K	Sell	5,919 -2	-0%	-$210	0.18%	108
2023 Q3	$696K	Sell	5,921 -1	-0%	-$110	0.23%	84
2023 Q2	$635K	Sell	5,922 -9	-0.2%	-$982	0.21%	91
2023 Q1	$650K	Buy	5,931 +1,200	+25%	+$133K	0.22%	85
2022 Q4	$522K	Sell	4,731 -242	-5%	-$25.9K	0.19%	96
2022 Q3	$434K	Sell	4,973 -51	-1%	-$4.66K	0.17%	119
2022 Q2	$430K	Sell	5,024 -181	-3%	-$16.3K	0.15%	120
2022 Q1	$430K	Sell	5,205 -28	-0.5%	-$2.18K	0.11%	144
2021 Q4	$320K	Hold	5,233	–	–	0.08%	180
2021 Q3	$307K	Sell	5,233 -2,070	-28%	-$118K	0.08%	175
2021 Q2	$460K	Buy	7,303 +170	+2%	+$10.2K	0.11%	143
2021 Q1	$422K	Buy	7,133 +446	+7%	+$23.4K	0.11%	148
2020 Q4	$276K	Buy	+6,687	New	+$251K	0.16%	88

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

Encompass Wealth Advisors's XOM Position: Q2 2026 in Review

Encompass Wealth Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 3,992 shares worth $546K. The position accounts for 0.17% of the portfolio, ranked #56.

Encompass Wealth Advisors first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $696K in Q3 2023. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Encompass Wealth Advisors held 3,992 shares of ExxonMobil worth $546K as of Q2 2026.
Encompass Wealth Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.17% of Encompass Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Encompass Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
Encompass Wealth Advisors's ExxonMobil position peaked at $696K in Q3 2023.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.