Invera Wealth Advisors’s ExxonMobil XOM Stock Holding History

Invera Wealth 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	$383K	Buy	+2,800	New	+$419K	0.21%	101

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

Invera Wealth Advisors's XOM Position: Q2 2026 in Review

Invera Wealth Advisors opened a new position in ExxonMobil (XOM) in Q2 2026: 2,800 shares worth $383K. The stake represents 0.21% of the portfolio and ranks #101 among its holdings.

4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Invera Wealth Advisors held 2,800 shares of ExxonMobil worth $383K as of Q2 2026.
ExxonMobil was a new Invera Wealth Advisors position in Q2 2026.
ExxonMobil made up 0.21% of Invera Wealth Advisors's portfolio in Q2 2026, its #101 holding.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.