Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s ExxonMobil XOM Stock Holding History

Envestnet Portfolio Solutions’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
-222,997
Closed -$37.8M – 1441
2026
Q1 		$37.8M Sell
222,997
-46,146
-17% -$6.73M 0.21% 75
2025
Q4 		$32.4M Buy
269,143
+56,393
+27% +$6.54M 0.11% 96
2025
Q3 		$24M Sell
212,750
-71,082
-25% -$7.9M 0.09% 117
2025
Q2 		$30.6M Buy
283,832
+23,226
+9% +$2.48M 0.11% 96
2025
Q1 		$31M Sell
260,606
-23,599
-8% -$2.61M 0.12% 96
2024
Q4 		$30.6M Sell
284,205
-10,464
-4% -$1.22M 0.1% 103
2024
Q3 		$34.5M Sell
294,669
-4,757
-2% -$549K 0.11% 96
2024
Q2 		$34.5M Buy
299,426
+13,388
+5% +$1.56M 0.12% 93
2024
Q1 		$33.2M Buy
286,038
+91,352
+47% +$9.56M 0.13% 94
2023
Q4 		$19.5M Buy
194,686
+62,635
+47% +$6.58M 0.08% 115
2023
Q3 		$15.5M Buy
+132,051
New +$14.5M 0.07% 128

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Envestnet Portfolio Solutions's XOM Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 222,997 shares — an estimated $37.8M sold.

Envestnet Portfolio Solutions first reported a position in XOM in Q3 2023 and held it in 11 quarters. The position peaked at $37.8M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Envestnet Portfolio Solutions reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 222,997 ExxonMobil shares in Q2 2026, an estimated $37.8M.
  • Envestnet Portfolio Solutions first reported a position in ExxonMobil in Q3 2023 and held it in 11 quarters.
  • Envestnet Portfolio Solutions's ExxonMobil position peaked at $37.8M in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.