Invenio Wealth Partners’s ExxonMobil XOM Stock Holding History

Invenio Wealth Partners’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	$1.26M	Sell	9,189 -54	-0.6%	-$8.08K	0.45%	34
2026 Q1	$1.57M	Sell	9,243 -844	-8%	-$123K	0.62%	27
2025 Q4	$1.21M	Buy	10,087 +195	+2%	+$22.6K	0.45%	34
2025 Q3	$1.12M	Buy	9,892 +1,365	+16%	+$152K	0.41%	37
2025 Q2	$919K	Buy	8,527 +5,195	+156%	+$555K	0.37%	37
2025 Q1	$396K	Buy	+3,332	New	+$368K	0.17%	60
2024 Q3	–	Sell	-2,320	Closed	-$267K	–	103
2024 Q2	$267K	Buy	+2,320	New	+$270K	0.13%	78

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

Invenio Wealth Partners's XOM Position: Q2 2026 in Review

Invenio Wealth Partners reduced its ExxonMobil (XOM) stake by 0.58% in Q2 2026, selling an estimated $8.08K and leaving 9,189 shares worth $1.26M. The position accounts for 0.45% of the portfolio, ranked #34.

Invenio Wealth Partners first reported a position in XOM in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Invenio Wealth Partners held 9,189 shares of ExxonMobil worth $1.26M as of Q2 2026.
Invenio Wealth Partners sold 54 ExxonMobil shares in Q2 2026, an estimated $8.08K.
ExxonMobil made up 0.45% of Invenio Wealth Partners's portfolio in Q2 2026, its #34 holding.
Invenio Wealth Partners first reported a position in ExxonMobil in Q2 2024 and has held it in 7 quarters since.
Invenio Wealth Partners's ExxonMobil position peaked at $1.57M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.