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Ergawealth Advisors’s ExxonMobil XOM Stock Holding History

Ergawealth 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 		$245K Buy
1,790
+68
+4% +$10.2K 0.1% 50
2026
Q1 		$292K Sell
1,722
-680
-28% -$99.2K 0.13% 45
2025
Q4 		$289K Buy
2,402
+18
+0.8% +$2.09K 0.13% 42
2025
Q3 		$269K Sell
2,384
-216
-8% -$24K 0.13% 46
2025
Q2 		$280K Buy
2,600
+75
+3% +$8.02K 0.13% 55
2025
Q1 		$300K Sell
2,525
-27
-1% -$2.99K 0.15% 51
2024
Q4 		$274K Buy
2,552
+18
+0.7% +$2.11K 0.14% 56
2024
Q3 		$297K Sell
2,534
-33
-1% -$3.81K 0.15% 51
2024
Q2 		$296K Buy
2,567
+419
+20% +$48.8K 0.16% 50
2024
Q1 		$250K Buy
+2,148
New +$225K 0.14% 52

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

Ergawealth Advisors's XOM Position: Q2 2026 in Review

Ergawealth Advisors increased its ExxonMobil (XOM) stake by 3.9% in Q2 2026, buying an estimated $10.2K and bringing the position to 1,790 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #50.

Ergawealth Advisors first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $300K in Q1 2025. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Ergawealth Advisors held 1,790 shares of ExxonMobil worth $245K as of Q2 2026.
  • Ergawealth Advisors bought 68 ExxonMobil shares in Q2 2026, an estimated $10.2K.
  • ExxonMobil made up 0.1% of Ergawealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Ergawealth Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
  • Ergawealth Advisors's ExxonMobil position peaked at $300K in Q1 2025.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.