EQ Wealth Advisors’s ExxonMobil XOM Stock Holding History

EQ 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	$451K	Hold	3,295	–	–	0.25%	37
2026 Q1	$559K	Buy	3,295 +4	+0.1%	+$584	0.33%	34
2025 Q4	$396K	Buy	3,291 +65	+2%	+$7.54K	0.23%	37
2025 Q3	$364K	Sell	3,226 -120	-4%	-$13.3K	0.24%	39
2025 Q2	$361K	Sell	3,346 -34	-1%	-$3.63K	0.25%	36
2025 Q1	$402K	Sell	3,380 -493	-13%	-$54.5K	0.32%	34
2024 Q4	$417K	Buy	+3,873	New	+$453K	0.4%	31

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

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

EQ Wealth Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 3,295 shares worth $451K. The position accounts for 0.25% of the portfolio, ranked #37.

EQ Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

EQ Wealth Advisors held 3,295 shares of ExxonMobil worth $451K as of Q2 2026.
EQ Wealth Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.25% of EQ Wealth Advisors's portfolio in Q2 2026, its #37 holding.
EQ Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
EQ Wealth Advisors's ExxonMobil position peaked at $559K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on EQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.