Ipsen Advisor Group’s ExxonMobil XOM Stock Holding History

Ipsen Advisor 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	$673K	Sell	4,921 -293	-6%	-$43.9K	0.43%	56
2026 Q1	$885K	Sell	5,214 -203	-4%	-$29.6K	0.62%	45
2025 Q4	$652K	Sell	5,417 -230	-4%	-$26.7K	0.46%	55
2025 Q3	$637K	Buy	5,647 +88	+2%	+$9.78K	0.46%	53
2025 Q2	$599K	Sell	5,559 -700	-11%	-$74.8K	0.46%	59
2025 Q1	$744K	Sell	6,259 -136	-2%	-$15K	0.64%	39
2024 Q4	$688K	Buy	+6,395	New	+$748K	0.59%	39
2022 Q4	$1.03M	Buy	+9,355	New	+$1M	1.19%	18

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

Ipsen Advisor Group's XOM Position: Q2 2026 in Review

Ipsen Advisor Group reduced its ExxonMobil (XOM) stake by 5.6% in Q2 2026, selling an estimated $43.9K and leaving 4,921 shares worth $673K. The position accounts for 0.43% of the portfolio, ranked #56.

Ipsen Advisor Group first reported a position in XOM in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2022. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Ipsen Advisor Group held 4,921 shares of ExxonMobil worth $673K as of Q2 2026.
Ipsen Advisor Group sold 293 ExxonMobil shares in Q2 2026, an estimated $43.9K.
ExxonMobil made up 0.43% of Ipsen Advisor Group's portfolio in Q2 2026, its #56 holding.
Ipsen Advisor Group first reported a position in ExxonMobil in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's ExxonMobil position peaked at $1.03M in Q4 2022.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.