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XOM icon

INVST’s ExxonMobil XOM Stock Holding History

INVST’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 		$1.92M Sell
14,042
-704
-5% -$105K 0.19% 85
2026
Q1 		$2.5M Sell
14,746
-769
-5% -$112K 0.28% 67
2025
Q4 		$1.87M Buy
15,515
+462
+3% +$53.6K 0.2% 89
2025
Q3 		$1.7M Buy
15,053
+35
+0.2% +$3.89K 0.19% 94
2025
Q2 		$1.62M Buy
15,018
+173
+1% +$18.5K 0.2% 94
2025
Q1 		$1.77M Sell
14,845
-2,993
-17% -$331K 0.24% 82
2024
Q4 		$1.92M Sell
17,838
-103
-0.6% -$12K 0.23% 79
2024
Q3 		$2.1M Sell
17,941
-635
-3% -$73.3K 0.25% 67
2024
Q2 		$2.14M Buy
18,576
+7,413
+66% +$863K 0.24% 65
2024
Q1 		$1.31M Buy
11,163
+636
+6% +$66.5K 0.15% 85
2023
Q4 		$1.08M Buy
10,527
+357
+4% +$37.5K 0.14% 92
2023
Q3 		$1.2M Buy
10,170
+127
+1% +$13.9K 0.17% 84
2023
Q2 		$1.08M Buy
10,043
+6,194
+161% +$676K 0.16% 76
2023
Q1 		$450K Sell
3,849
-6,803
-64% -$752K 0.07% 128
2022
Q4 		$1.24M Sell
10,652
-346
-3% -$37.1K 0.19% 71
2022
Q3 		$1.09M Sell
10,998
-1,078
-9% -$98.4K 0.19% 70
2022
Q2 		$1.1M Buy
12,076
+2,775
+30% +$250K 0.17% 71
2022
Q1 		$786K Buy
9,301
+126
+1% +$9.79K 0.13% 84
2021
Q4 		$704K Buy
9,175
+903
+11% +$56.4K 0.11% 93
2021
Q3 		$487K Buy
8,272
+743
+10% +$42.3K 0.08% 112
2021
Q2 		$432K Buy
7,529
+1,150
+18% +$68.7K 0.07% 115
2021
Q1 		$365K Buy
+6,379
New +$334K 0.06% 128

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 $3.38T AUM 44.17% 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

INVST's XOM Position: Q2 2026 in Review

INVST reduced its ExxonMobil (XOM) stake by 4.8% in Q2 2026, selling an estimated $105K and leaving 14,042 shares worth $1.92M. The position accounts for 0.19% of the portfolio, ranked #85.

INVST first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.5M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • INVST held 14,042 shares of ExxonMobil worth $1.92M as of Q2 2026.
  • INVST sold 704 ExxonMobil shares in Q2 2026, an estimated $105K.
  • ExxonMobil made up 0.19% of INVST's portfolio in Q2 2026, its #85 holding.
  • INVST first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
  • INVST's ExxonMobil position peaked at $2.5M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.