Mason Investment Advisory Services’s ExxonMobil XOM Stock Holding History

Mason Investment Advisory Services’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	$2.21M	Sell	16,185 -89	-0.5%	-$13.3K	0.08%	20
2026 Q1	$2.76M	Sell	16,274 -10	-0.1%	-$1.46K	0.13%	16
2025 Q4	$1.96M	Buy	16,284 +45	+0.3%	+$5.22K	0.09%	17
2025 Q3	$1.83M	Buy	16,239 +56	+0.3%	+$6.22K	0.09%	19
2025 Q2	$1.74M	Buy	16,183 +6,633	+69%	+$709K	0.1%	18
2025 Q1	$1.14M	Buy	9,550 +1	+0%	+$111	0.07%	19
2024 Q4	$1.03M	Buy	+9,549	New	+$1.12M	0.06%	23
2023 Q1	–	Sell	-2,979	Closed	-$329K	–	89
2022 Q4	$329K	Sell	2,979 -741	-20%	-$79.4K	0.03%	62
2022 Q3	$325K	Buy	3,720 +665	+22%	+$60.7K	0.04%	57
2022 Q2	$262K	Buy	+3,055	New	+$276K	0.03%	70

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

Mason Investment Advisory Services's XOM Position: Q2 2026 in Review

Mason Investment Advisory Services reduced its ExxonMobil (XOM) stake by 0.55% in Q2 2026, selling an estimated $13.3K and leaving 16,185 shares worth $2.21M. The position accounts for 0.08% of the portfolio, ranked #20.

Mason Investment Advisory Services first reported a position in XOM in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.76M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Mason Investment Advisory Services held 16,185 shares of ExxonMobil worth $2.21M as of Q2 2026.
Mason Investment Advisory Services sold 89 ExxonMobil shares in Q2 2026, an estimated $13.3K.
ExxonMobil made up 0.08% of Mason Investment Advisory Services's portfolio in Q2 2026, its #20 holding.
Mason Investment Advisory Services first reported a position in ExxonMobil in Q2 2022 and has held it in 10 quarters since.
Mason Investment Advisory Services's ExxonMobil position peaked at $2.76M in Q1 2026.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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