Level Financial Advisors’s ExxonMobil XOM Stock Holding History

Level Financial 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	$372K	Hold	2,721	–	–	0.08%	74
2026 Q1	$462K	Sell	2,721 -12	-0.4%	-$1.75K	0.12%	67
2025 Q4	$329K	Sell	2,733 -4,503	-62%	-$522K	0.09%	74
2025 Q3	$816K	Sell	7,236 -4,375	-38%	-$486K	0.23%	54
2025 Q2	$1.25M	Buy	11,611 +1	+0%	+$107	0.39%	40
2025 Q1	$1.38M	Buy	11,610 +170	+1%	+$18.8K	0.47%	38
2024 Q4	$1.23M	Sell	11,440 -5,049	-31%	-$591K	0.45%	39
2024 Q3	$1.93M	Hold	16,489	–	–	0.74%	31
2024 Q2	$1.9M	Hold	16,489	–	–	0.82%	28
2024 Q1	$1.92M	Hold	16,489	–	–	0.87%	24
2023 Q4	$1.65M	Hold	16,489	–	–	0.82%	24
2023 Q3	$1.94M	Hold	16,489	–	–	1.08%	20
2023 Q2	$1.77M	Hold	16,489	–	–	0.99%	22
2023 Q1	$1.81M	Sell	16,489 -90	-0.5%	-$9.96K	1.09%	21
2022 Q4	$1.83M	Sell	16,579 -6,295	-28%	-$674K	1.2%	18
2022 Q3	$2M	Sell	22,874 -26	-0.1%	-$2.37K	1.47%	16
2022 Q2	$1.96M	Sell	22,900 -429	-2%	-$38.7K	1.44%	15
2022 Q1	$1.93M	Hold	23,329	–	–	1.48%	16
2021 Q4	$1.43M	Buy	+23,329	New	+$1.46M	1.09%	17

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

Level Financial Advisors's XOM Position: Q2 2026 in Review

Level Financial Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 2,721 shares worth $372K. The position accounts for 0.08% of the portfolio, ranked #74.

Level Financial Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2M in Q3 2022. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Level Financial Advisors held 2,721 shares of ExxonMobil worth $372K as of Q2 2026.
Level Financial Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.08% of Level Financial Advisors's portfolio in Q2 2026, its #74 holding.
Level Financial Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Level Financial Advisors's ExxonMobil position peaked at $2M in Q3 2022.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.