HTG Investment Advisors’s ExxonMobil XOM Stock Holding History

HTG Investment 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	$947K	Hold	6,930	–	–	0.24%	42
2026 Q1	$1.18M	Sell	6,930 -506	-7%	-$73.8K	0.33%	33
2025 Q4	$895K	Hold	7,436	–	–	0.28%	36
2025 Q3	$838K	Sell	7,436 -49	-0.7%	-$5.45K	0.28%	35
2025 Q2	$807K	Buy	7,485 +342	+5%	+$36.6K	0.3%	36
2025 Q1	$849K	Sell	7,143 -53	-0.7%	-$5.86K	0.35%	31
2024 Q4	$774K	Sell	7,196 -3	-0%	-$351	0.35%	33
2024 Q3	$844K	Buy	7,199 +3	+0%	+$346	0.4%	31
2024 Q2	$828K	Buy	7,196 +72	+1%	+$8.39K	0.45%	31
2024 Q1	$828K	Sell	7,124 -996	-12%	-$104K	0.48%	29
2023 Q4	$812K	Sell	8,120 -15	-0.2%	-$1.58K	0.53%	28
2023 Q3	$956K	Buy	8,135 +254	+3%	+$27.9K	0.77%	25
2023 Q2	$845K	Hold	7,881	–	–	0.7%	25
2023 Q1	$864K	Sell	7,881 -279	-3%	-$30.9K	0.79%	25
2022 Q4	$900K	Buy	+8,160	New	+$874K	0.91%	24

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

HTG Investment Advisors's XOM Position: Q2 2026 in Review

HTG Investment Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 6,930 shares worth $947K. The position accounts for 0.24% of the portfolio, ranked #42.

HTG Investment Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

HTG Investment Advisors held 6,930 shares of ExxonMobil worth $947K as of Q2 2026.
HTG Investment Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.24% of HTG Investment Advisors's portfolio in Q2 2026, its #42 holding.
HTG Investment Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
HTG Investment Advisors's ExxonMobil position peaked at $1.18M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.