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Innovative Asset Advisors Group’s ExxonMobil XOM Stock Holding History

Innovative Asset Advisors Group’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 		$1.53M Buy
11,156
+229
+2% +$34.3K 0.67% 31
2026
Q1 		$1.85M Buy
+10,927
New +$1.59M 1.07% 15

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Innovative Asset Advisors Group's XOM Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its ExxonMobil (XOM) stake by 2.1% in Q2 2026, buying an estimated $34.3K and bringing the position to 11,156 shares worth $1.53M. The position accounts for 0.67% of the portfolio, ranked #31.

Innovative Asset Advisors Group first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.85M in Q1 2026. 4,106 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Innovative Asset Advisors Group held 11,156 shares of ExxonMobil worth $1.53M as of Q2 2026.
  • Innovative Asset Advisors Group bought 229 ExxonMobil shares in Q2 2026, an estimated $34.3K.
  • ExxonMobil made up 0.67% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #31 holding.
  • Innovative Asset Advisors Group first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's ExxonMobil position peaked at $1.85M in Q1 2026.
  • 4,106 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.