Integris Wealth Management’s ExxonMobil XOM Stock Holding History

Integris Wealth Management’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	–	Sell	-6,708	Closed	-$1.14M	–	134
2026 Q1	$1.14M	Buy	6,708 +151	+2%	+$22K	0.26%	32
2025 Q4	$789K	Sell	6,557 -660	-9%	-$76.5K	0.18%	44
2025 Q3	$814K	Hold	7,217	–	–	0.2%	42
2025 Q2	$778K	Hold	7,217	–	–	0.2%	40
2025 Q1	$858K	Sell	7,217 -62	-0.9%	-$6.86K	0.24%	34
2024 Q4	$783K	Buy	7,279 +39	+0.5%	+$4.56K	0.22%	38
2024 Q3	$849K	Buy	7,240 +100	+1%	+$11.5K	0.24%	34
2024 Q2	$822K	Sell	7,140 -12	-0.2%	-$1.4K	0.24%	33
2024 Q1	$831K	Sell	7,152 -1,060	-13%	-$111K	0.23%	35
2023 Q4	$821K	Buy	8,212 +2,131	+35%	+$224K	0.24%	34
2023 Q3	$715K	Buy	6,081 +262	+5%	+$28.7K	0.23%	37
2023 Q2	$624K	Sell	5,819 -47	-0.8%	-$5.13K	0.22%	38
2023 Q1	$643K	Buy	5,866 +114	+2%	+$12.6K	0.24%	38
2022 Q4	$634K	Buy	+5,752	New	+$616K	0.25%	37

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

Integris Wealth Management's XOM Position: Q2 2026 in Review

Integris Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 6,708 shares — an estimated $1.14M sold.

Integris Wealth Management first reported a position in XOM in Q4 2022 and held it in 14 quarters. The position peaked at $1.14M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Integris Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Integris Wealth Management sold 6,708 ExxonMobil shares in Q2 2026, an estimated $1.14M.
Integris Wealth Management first reported a position in ExxonMobil in Q4 2022 and held it in 14 quarters.
Integris Wealth Management's ExxonMobil position peaked at $1.14M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.