Icon Wealth Advisors’s ExxonMobil XOM Stock Holding History

Icon Wealth 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	$21.3M	Buy	155,708 +3,316	+2%	+$496K	1.28%	17
2026 Q1	$23.6M	Sell	152,392 -12,919	-8%	-$1.89M	1.53%	18
2025 Q4	$19.9M	Buy	165,311 +8,527	+5%	+$989K	1.32%	19
2025 Q3	$17.7M	Sell	156,784 -3,998	-2%	-$444K	1.2%	20
2025 Q2	$17.3M	Buy	160,782 +8,721	+6%	+$932K	1.23%	20
2025 Q1	$18.1M	Buy	152,061 +2,946	+2%	+$326K	1.49%	15
2024 Q4	$16M	Sell	149,115 -4,935	-3%	-$577K	1.32%	17
2024 Q3	$18.1M	Buy	154,050 +45,238	+42%	+$5.22M	1.5%	14
2024 Q2	$12.9M	Sell	108,812 -46,090	-30%	-$5.37M	1.15%	19
2024 Q1	$18M	Buy	154,902 +2,755	+2%	+$288K	1.67%	13
2023 Q4	$15.2M	Buy	+152,147	New	+$16M	1.58%	12
2022 Q4	$19.9M	Sell	180,813 -8,889	-5%	-$952K	2.29%	7
2022 Q3	$16.6M	Buy	+189,702	New	+$17.3M	2.01%	10

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

Icon Wealth Advisors's XOM Position: Q2 2026 in Review

Icon Wealth Advisors increased its ExxonMobil (XOM) stake by 2.2% in Q2 2026, buying an estimated $496K and bringing the position to 155,708 shares worth $21.3M. The position accounts for 1.28% of the portfolio, ranked #17.

Icon Wealth Advisors first reported a position in XOM in Q3 2022 and has held it in 13 quarters since. The position peaked at $23.6M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Icon Wealth Advisors held 155,708 shares of ExxonMobil worth $21.3M as of Q2 2026.
Icon Wealth Advisors bought 3,316 ExxonMobil shares in Q2 2026, an estimated $496K.
ExxonMobil made up 1.28% of Icon Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Icon Wealth Advisors first reported a position in ExxonMobil in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's ExxonMobil position peaked at $23.6M in Q1 2026.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.