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Highland Financial Advisors’s ExxonMobil XOM Stock Holding History

Highland Financial 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 		$836K Buy
6,117
+581
+10% +$87K 0.18% 37
2026
Q1 		$939K Buy
+5,536
New +$808K 0.25% 35

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

Highland Financial Advisors's XOM Position: Q2 2026 in Review

Highland Financial Advisors increased its ExxonMobil (XOM) stake by 10% in Q2 2026, buying an estimated $87K and bringing the position to 6,117 shares worth $836K. The position accounts for 0.18% of the portfolio, ranked #37.

Highland Financial Advisors first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $939K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Highland Financial Advisors held 6,117 shares of ExxonMobil worth $836K as of Q2 2026.
  • Highland Financial Advisors bought 581 ExxonMobil shares in Q2 2026, an estimated $87K.
  • ExxonMobil made up 0.18% of Highland Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • Highland Financial Advisors first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • Highland Financial Advisors's ExxonMobil position peaked at $939K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.