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Intellus Advisors’s ExxonMobil XOM Stock Holding History

Intellus 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 		$1.91M Sell
13,983
-74
-0.5% -$11.1K 0.23% 41
2026
Q1 		$2.38M Sell
14,057
-511
-4% -$74.6K 0.33% 34
2025
Q4 		$1.75M Buy
14,568
+1
+0% +$116 0.23% 39
2025
Q3 		$1.64M Sell
14,567
-62
-0.4% -$6.89K 0.22% 39
2025
Q2 		$1.58M Sell
14,629
-14,504
-50% -$1.55M 0.24% 38
2025
Q1 		$3.46M Sell
29,133
-11
-0% -$1.22K 0.61% 28
2024
Q4 		$3.14M Buy
+29,144
New +$3.41M 0.54% 30

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Intellus Advisors's XOM Position: Q2 2026 in Review

Intellus Advisors reduced its ExxonMobil (XOM) stake by 0.53% in Q2 2026, selling an estimated $11.1K and leaving 13,983 shares worth $1.91M. The position accounts for 0.23% of the portfolio, ranked #41.

Intellus Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.46M in Q1 2025. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Intellus Advisors held 13,983 shares of ExxonMobil worth $1.91M as of Q2 2026.
  • Intellus Advisors sold 74 ExxonMobil shares in Q2 2026, an estimated $11.1K.
  • ExxonMobil made up 0.23% of Intellus Advisors's portfolio in Q2 2026, its #41 holding.
  • Intellus Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Intellus Advisors's ExxonMobil position peaked at $3.46M in Q1 2025.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.