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Investment Advisory Group’s ExxonMobil XOM Stock Holding History

Investment Advisory Group’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 		$1.58M Sell
11,570
-44
-0.4% -$6.58K 0.34% 64
2026
Q1 		$1.97M Sell
11,614
-1,441
-11% -$210K 0.5% 50
2025
Q4 		$1.57M Buy
13,055
+485
+4% +$56.3K 0.4% 58
2025
Q3 		$1.42M Sell
12,570
-167
-1% -$18.6K 0.39% 58
2025
Q2 		$1.37M Buy
12,737
+270
+2% +$28.9K 0.42% 55
2025
Q1 		$1.48M Buy
12,467
+124
+1% +$13.7K 0.5% 49
2024
Q4 		$1.33M Sell
12,343
-431
-3% -$50.4K 0.44% 52
2024
Q3 		$1.5M Sell
12,774
-361
-3% -$41.7K 0.52% 48
2024
Q2 		$1.51M Sell
13,135
-101
-0.8% -$11.8K 0.58% 42
2024
Q1 		$1.54M Sell
13,236
-366
-3% -$38.3K 0.64% 39
2023
Q4 		$1.36M Buy
13,602
+1,767
+15% +$186K 0.63% 42
2023
Q3 		$1.39M Buy
11,835
+126
+1% +$13.8K 0.72% 38
2023
Q2 		$1.26M Sell
11,709
-77
-0.7% -$8.4K 0.64% 41
2023
Q1 		$1.29M Sell
11,786
-2,888
-20% -$319K 0.74% 36
2022
Q4 		$1.62M Buy
14,674
+8
+0.1% +$857 0.99% 28
2022
Q3 		$1.28M Sell
14,666
-108
-0.7% -$9.86K 0.89% 32
2022
Q2 		$1.26M Buy
14,774
+119
+0.8% +$10.7K 0.86% 31
2022
Q1 		$1.21M Buy
14,655
+132
+0.9% +$10.3K 0.73% 34
2021
Q4 		$1.14M Buy
+14,523
New +$908K 0.73% 34

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

Investment Advisory Group's XOM Position: Q2 2026 in Review

Investment Advisory Group reduced its ExxonMobil (XOM) stake by 0.38% in Q2 2026, selling an estimated $6.58K and leaving 11,570 shares worth $1.58M. The position accounts for 0.34% of the portfolio, ranked #64.

Investment Advisory Group first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.97M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Investment Advisory Group held 11,570 shares of ExxonMobil worth $1.58M as of Q2 2026.
  • Investment Advisory Group sold 44 ExxonMobil shares in Q2 2026, an estimated $6.58K.
  • ExxonMobil made up 0.34% of Investment Advisory Group's portfolio in Q2 2026, its #64 holding.
  • Investment Advisory Group first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's ExxonMobil position peaked at $1.97M in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.