IAM Advisory’s ExxonMobil XOM Stock Holding History

IAM Advisory’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	$623K	Buy	4,560 +49	+1%	+$7.33K	0.12%	71
2026 Q1	$765K	Sell	4,511 -64	-1%	-$9.34K	0.17%	68
2025 Q4	$551K	Sell	4,575 -88	-2%	-$10.2K	0.12%	72
2025 Q3	$526K	Buy	4,663 +35	+0.8%	+$3.89K	0.12%	72
2025 Q2	$499K	Buy	4,628 +9	+0.2%	+$962	0.12%	73
2025 Q1	$549K	Sell	4,619 -323	-7%	-$35.7K	0.14%	71
2024 Q4	$532K	Buy	4,942 +11	+0.2%	+$1.29K	0.13%	74
2024 Q3	$578K	Sell	4,931 -45	-0.9%	-$5.2K	0.15%	73
2024 Q2	$573K	Buy	4,976 +1	+0%	+$116	0.16%	68
2024 Q1	$578K	Buy	4,975 +71	+1%	+$7.43K	0.16%	70
2023 Q4	$490K	Sell	4,904 -35	-0.7%	-$3.68K	0.15%	67
2023 Q3	$581K	Buy	4,939 +297	+6%	+$32.6K	0.2%	60
2023 Q2	$498K	Buy	4,642 +320	+7%	+$34.9K	0.17%	61
2023 Q1	$474K	Sell	4,322 -165	-4%	-$18.3K	0.16%	67
2022 Q4	$495K	Sell	4,487 -8,863	-66%	-$950K	0.18%	62
2022 Q3	$1.17M	Buy	13,350 +1,945	+17%	+$178K	0.49%	32
2022 Q2	$977K	Buy	11,405 +22	+0.2%	+$1.98K	0.4%	41
2022 Q1	$940K	Buy	11,383 +1,180	+12%	+$91.7K	0.38%	42
2021 Q4	$699K	Sell	10,203 -994	-9%	-$62.1K	0.28%	52
2021 Q3	$689K	Buy	+11,197	New	+$638K	0.29%	52
2021 Q2	–	Sell	-11,232	Closed	-$661K	–	108
2021 Q1	$661K	Buy	11,232 +188	+2%	+$9.86K	0.29%	50
2020 Q4	$524K	Buy	+11,044	New	+$414K	0.26%	50

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

IAM Advisory's XOM Position: Q2 2026 in Review

IAM Advisory increased its ExxonMobil (XOM) stake by 1.1% in Q2 2026, buying an estimated $7.33K and bringing the position to 4,560 shares worth $623K. The position accounts for 0.12% of the portfolio, ranked #71.

IAM Advisory first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.17M in Q3 2022. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

IAM Advisory held 4,560 shares of ExxonMobil worth $623K as of Q2 2026.
IAM Advisory bought 49 ExxonMobil shares in Q2 2026, an estimated $7.33K.
ExxonMobil made up 0.12% of IAM Advisory's portfolio in Q2 2026, its #71 holding.
IAM Advisory first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
IAM Advisory's ExxonMobil position peaked at $1.17M in Q3 2022.
4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.