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	$34.6M	Buy	253,420 +30,423	+14%	+$4.55M	0.17%	95
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 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

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

Envestnet Portfolio Solutions increased its ExxonMobil (XOM) stake by 14% in Q2 2026, buying an estimated $4.55M and bringing the position to 253,420 shares worth $34.6M. The position accounts for 0.17% of the portfolio, ranked #95.

Envestnet Portfolio Solutions first reported a position in XOM in Q3 2023 and has held it in 12 quarters since. The position peaked at $37.8M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Envestnet Portfolio Solutions held 253,420 shares of ExxonMobil worth $34.6M as of Q2 2026.
Envestnet Portfolio Solutions bought 30,423 ExxonMobil shares in Q2 2026, an estimated $4.55M.
ExxonMobil made up 0.17% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #95 holding.
Envestnet Portfolio Solutions first reported a position in ExxonMobil in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's ExxonMobil position peaked at $37.8M in Q1 2026.
4,287 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.