EFT
XOM icon

Envision Financial Transparency’s ExxonMobil XOM Stock Holding History

Envision Financial Transparency’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 		$1.2M Buy
10,416
+1,662
+19% +$249K 1.02% 19
2026
Q1 		$1.49M Buy
+8,754
New +$1.28M 1.44% 15

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 $3.38T AUM 44.17% 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

Envision Financial Transparency's XOM Position: Q2 2026 in Review

Envision Financial Transparency increased its ExxonMobil (XOM) stake by 19% in Q2 2026, buying an estimated $249K and bringing the position to 10,416 shares worth $1.2M. The position accounts for 1.02% of the portfolio, ranked #19.

Envision Financial Transparency first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.49M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Envision Financial Transparency held 10,416 shares of ExxonMobil worth $1.2M as of Q2 2026.
  • Envision Financial Transparency bought 1,662 ExxonMobil shares in Q2 2026, an estimated $249K.
  • ExxonMobil made up 1.02% of Envision Financial Transparency's portfolio in Q2 2026, its #19 holding.
  • Envision Financial Transparency first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • Envision Financial Transparency's ExxonMobil position peaked at $1.49M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.