HA
XOM icon

Herold Advisors’s ExxonMobil XOM Stock Holding History

Herold 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 		$8.95M Buy
65,431
+101
+0.2% +$15.1K 1.77% 10
2026
Q1 		$11.1M Sell
65,330
-257
-0.4% -$37.5K 2.43% 4
2025
Q4 		$7.89M Buy
65,587
+736
+1% +$85.4K 1.76% 11
2025
Q3 		$7.31M Sell
64,851
-3,712
-5% -$413K 1.69% 11
2025
Q2 		$7.39M Buy
68,563
+3,608
+6% +$386K 1.55% 9
2025
Q1 		$7.73M Buy
64,955
+2,751
+4% +$304K 1.7% 8
2024
Q4 		$6.69M Buy
62,204
+22,628
+57% +$2.65M 1.46% 13
2024
Q3 		$4.64M Buy
39,576
+994
+3% +$115K 1.01% 20
2024
Q2 		$4.44M Buy
38,582
+1,713
+5% +$200K 1.03% 21
2024
Q1 		$4.29M Buy
36,869
+1,757
+5% +$184K 1.04% 18
2023
Q4 		$3.51M Buy
35,112
+1,260
+4% +$132K 0.97% 24
2023
Q3 		$3.98M Buy
33,852
+160
+0.5% +$17.6K 1.21% 16
2023
Q2 		$3.61M Buy
33,692
+519
+2% +$56.6K 1.11% 19
2023
Q1 		$3.64M Buy
33,173
+6
+0% +$664 1.26% 17
2022
Q4 		$3.66M Buy
33,167
+128
+0.4% +$13.7K 1.55% 12
2022
Q3 		$2.88M Sell
33,039
-187
-0.6% -$17.1K 1.39% 13
2022
Q2 		$2.85M Sell
33,226
-1,138
-3% -$103K 1.27% 14
2022
Q1 		$2.84M Buy
34,364
+1,546
+5% +$120K 1.01% 19
2021
Q4 		$2.01M Buy
32,818
+2,465
+8% +$154K 0.78% 40
2021
Q3 		$1.78M Buy
+30,353
New +$1.73M 0.69% 38

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

Herold Advisors's XOM Position: Q2 2026 in Review

Herold Advisors increased its ExxonMobil (XOM) stake by 0.15% in Q2 2026, buying an estimated $15.1K and bringing the position to 65,431 shares worth $8.95M. The position accounts for 1.77% of the portfolio, ranked #10.

Herold Advisors first reported a position in XOM in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.1M in Q1 2026. 4,262 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Herold Advisors held 65,431 shares of ExxonMobil worth $8.95M as of Q2 2026.
  • Herold Advisors bought 101 ExxonMobil shares in Q2 2026, an estimated $15.1K.
  • ExxonMobil made up 1.77% of Herold Advisors's portfolio in Q2 2026, its #10 holding.
  • Herold Advisors first reported a position in ExxonMobil in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's ExxonMobil position peaked at $11.1M in Q1 2026.
  • 4,262 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.