Intentional Wealth Strategies’s ExxonMobil XOM Stock Holding History

Intentional Wealth Strategies’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	-727	Closed	-$123K	–	909
2026 Q1	$123K	Buy	+727	New	+$106K	0.11%	90

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

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

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intentional Wealth Strategies's XOM Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 727 shares — an estimated $123K sold.

Intentional Wealth Strategies first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $123K in Q1 2026. 4,106 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Intentional Wealth Strategies reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 727 ExxonMobil shares in Q2 2026, an estimated $123K.
Intentional Wealth Strategies first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's ExxonMobil position peaked at $123K in Q1 2026.
4,106 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.