EWA
XOM icon

Evolution Wealth Advisors’s ExxonMobil XOM Stock Holding History

Evolution 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 		– Sell
-1,484
Closed -$252K – 198
2026
Q1 		$252K Buy
+1,484
New +$217K 0.03% 151
2021
Q4 		– Sell
-965
Closed -$57K – 637
2021
Q3 		$57K Sell
965
-79
-8% -$4.5K 0.01% 195
2021
Q2 		$66K Hold
1,044
– – 0.01% 190
2021
Q1 		$58K Buy
1,044
+96
+10% +$5.03K 0.01% 183
2020
Q4 		$39K Buy
948
+4
+0.4% +$150 0.01% 198
2020
Q3 		$32K Sell
944
-299
-24% -$12.2K 0.01% 223
2020
Q2 		$56K Buy
1,243
+1,200
+2,791% +$53.8K 0.02% 136
2020
Q1 		$2K Sell
43
-532
-93% -$29.4K ﹤0.01% 298
2019
Q4 		$40K Buy
575
+431
+299% +$29.8K 0.01% 169
2019
Q3 		$10K Sell
144
-444
-76% -$32.1K ﹤0.01% 181
2019
Q2 		$45K Buy
+588
New +$45.5K 0.02% 90

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

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

Evolution Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,484 shares — an estimated $252K sold.

Evolution Wealth Advisors first reported a position in XOM in Q2 2019 and held it in 11 quarters. The position peaked at $252K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Evolution Wealth Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,484 ExxonMobil shares in Q2 2026, an estimated $252K.
  • Evolution Wealth Advisors first reported a position in ExxonMobil in Q2 2019 and held it in 11 quarters.
  • Evolution Wealth Advisors's ExxonMobil position peaked at $252K in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.