EWM
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Evolution Wealth Management’s ExxonMobil XOM Stock Holding History

Evolution Wealth Management’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
-1,135
Closed -$192K – 971
2026
Q1 		$192K Buy
1,135
+520
+85% +$75.9K 0.14% 106
2025
Q4 		$74K Buy
615
+40
+7% +$4.64K 0.06% 197
2025
Q3 		$64.8K Sell
575
-23
-4% -$2.56K 0.07% 175
2025
Q2 		$64.5K Buy
+598
New +$63.9K 0.08% 154

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 Management's XOM Position: Q2 2026 in Review

Evolution Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,135 shares — an estimated $192K sold.

Evolution Wealth Management first reported a position in XOM in Q2 2025 and held it in 4 quarters. The position peaked at $192K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Evolution Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 1,135 ExxonMobil shares in Q2 2026, an estimated $192K.
  • Evolution Wealth Management first reported a position in ExxonMobil in Q2 2025 and held it in 4 quarters.
  • Evolution Wealth Management's ExxonMobil position peaked at $192K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.