Entruity Wealth’s ExxonMobil XOM Stock Holding History

Entruity Wealth’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	$2.56M	Buy	18,692 +105	+0.6%	+$15.7K	1.65%	20
2026 Q1	$3.15M	Buy	18,587 +4	+0%	+$584	2.14%	17
2025 Q4	$2.24M	Buy	18,583 +4	+0%	+$464	1.59%	20
2025 Q3	$2.09M	Buy	18,579 +4	+0%	+$445	1.63%	19
2025 Q2	$2M	Hold	18,575	–	–	1.7%	18
2025 Q1	$2.21M	Hold	18,575	–	–	2.08%	18
2024 Q4	$2M	Buy	+18,575	New	+$2.17M	1.98%	18

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

Entruity Wealth's XOM Position: Q2 2026 in Review

Entruity Wealth increased its ExxonMobil (XOM) stake by 0.56% in Q2 2026, buying an estimated $15.7K and bringing the position to 18,692 shares worth $2.56M. The position accounts for 1.65% of the portfolio, ranked #20.

Entruity Wealth first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.15M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Entruity Wealth held 18,692 shares of ExxonMobil worth $2.56M as of Q2 2026.
Entruity Wealth bought 105 ExxonMobil shares in Q2 2026, an estimated $15.7K.
ExxonMobil made up 1.65% of Entruity Wealth's portfolio in Q2 2026, its #20 holding.
Entruity Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Entruity Wealth's ExxonMobil position peaked at $3.15M in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Entruity Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.