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Evergreen Wealth Solutions’s ExxonMobil XOM Stock Holding History

Evergreen Wealth 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 		$8.44M Buy
53,202
+22,862
+75% +$3.42M 0.44% 43
2026
Q1 		$5.15M Buy
30,340
+25,696
+553% +$3.75M 0.36% 55
2025
Q4 		$559K Buy
4,644
+1,870
+67% +$217K 0.08% 115
2025
Q3 		$313K Sell
2,774
-1,031
-27% -$115K 0.18% 91
2025
Q2 		$410K Buy
3,805
+10
+0.3% +$1.07K 0.25% 73
2025
Q1 		$451K Sell
3,795
-70
-2% -$7.74K 0.3% 56
2024
Q4 		$416K Sell
3,865
-10
-0.3% -$1.17K 0.29% 61
2024
Q3 		$454K Sell
3,875
-198
-5% -$22.9K 0.31% 65
2024
Q2 		$469K Sell
4,073
-125
-3% -$14.6K 0.33% 67
2024
Q1 		$488K Buy
4,198
+858
+26% +$89.8K 0.36% 65
2023
Q4 		$334K Buy
3,340
+910
+37% +$95.6K 0.29% 81
2023
Q3 		$286K Buy
+2,430
New +$267K 0.29% 82

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

Evergreen Wealth Solutions's XOM Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its ExxonMobil (XOM) stake by 75% in Q2 2026, buying an estimated $3.42M and bringing the position to 53,202 shares worth $8.44M. The position accounts for 0.44% of the portfolio, ranked #43.

Evergreen Wealth Solutions first reported a position in XOM in Q3 2023 and has held it in 12 quarters since. 4,267 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Evergreen Wealth Solutions held 53,202 shares of ExxonMobil worth $8.44M as of Q2 2026.
  • Evergreen Wealth Solutions bought 22,862 ExxonMobil shares in Q2 2026, an estimated $3.42M.
  • ExxonMobil made up 0.44% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #43 holding.
  • Evergreen Wealth Solutions first reported a position in ExxonMobil in Q3 2023 and has held it in 12 quarters since.
  • 4,267 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.