Independent Wealth Advisors’s ExxonMobil XOM Stock Holding History

Independent 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	$328K	Buy	+2,397	New	+$359K	0.3%	59

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

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

Independent Wealth Advisors opened a new position in ExxonMobil (XOM) in Q2 2026: 2,397 shares worth $328K. The stake represents 0.3% of the portfolio and ranks #59 among its holdings.

4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Independent Wealth Advisors held 2,397 shares of ExxonMobil worth $328K as of Q2 2026.
ExxonMobil was a new Independent Wealth Advisors position in Q2 2026.
ExxonMobil made up 0.3% of Independent Wealth Advisors's portfolio in Q2 2026, its #59 holding.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.