High Net Worth Advisory Group’s ExxonMobil XOM Stock Holding History

High Net Worth Advisory Group’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	$3.39M	Sell	24,785 -2,823	-10%	-$423K	0.72%	33
2026 Q1	$4.68M	Sell	27,608 -549	-2%	-$80.1K	1.09%	21
2025 Q4	$3.39M	Buy	28,157 +1,776	+7%	+$206K	0.78%	33
2025 Q3	$2.97M	Sell	26,381 -4,729	-15%	-$526K	0.72%	37
2025 Q2	$3.35M	Sell	31,110 -18	-0.1%	-$1.92K	0.89%	32
2025 Q1	$3.7M	Sell	31,128 -91	-0.3%	-$10.1K	1.04%	25
2024 Q4	$3.36M	Buy	31,219 +541	+2%	+$63.3K	0.94%	27
2024 Q3	$3.6M	Sell	30,678 -806	-3%	-$93.1K	0.99%	26
2024 Q2	$3.62M	Buy	31,484 +1,062	+3%	+$124K	1.1%	24
2024 Q1	$3.54M	Buy	30,422 +1,145	+4%	+$120K	1.11%	25
2023 Q4	$2.93M	Sell	29,277 -1,417	-5%	-$149K	1.09%	22
2023 Q3	$3.61M	Buy	30,694 +475	+2%	+$52.1K	1.45%	17
2023 Q2	$3.24M	Buy	30,219 +6,461	+27%	+$705K	1.26%	18
2023 Q1	$2.61M	Sell	23,758 -702	-3%	-$77.6K	1.06%	20
2022 Q4	$2.7M	Sell	24,460 -650	-3%	-$69.6K	1.05%	18
2022 Q3	$2.19M	Buy	25,110 +1,100	+5%	+$100K	0.94%	22
2022 Q2	$2.06M	Sell	24,010 -2,030	-8%	-$183K	0.85%	26
2022 Q1	$2.15M	Sell	26,040 -11,271	-30%	-$876K	0.78%	31
2021 Q4	$2.28M	Buy	+37,311	New	+$2.33M	0.8%	31

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

High Net Worth Advisory Group's XOM Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its ExxonMobil (XOM) stake by 10% in Q2 2026, selling an estimated $423K and leaving 24,785 shares worth $3.39M. The position accounts for 0.72% of the portfolio, ranked #33.

High Net Worth Advisory Group first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.68M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

High Net Worth Advisory Group held 24,785 shares of ExxonMobil worth $3.39M as of Q2 2026.
High Net Worth Advisory Group sold 2,823 ExxonMobil shares in Q2 2026, an estimated $423K.
ExxonMobil made up 0.72% of High Net Worth Advisory Group's portfolio in Q2 2026, its #33 holding.
High Net Worth Advisory Group first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's ExxonMobil position peaked at $4.68M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.