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McClarren Financial Advisors’s ExxonMobil XOM Stock Holding History

McClarren 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 		– Sell
-1,256
Closed -$213K – 88
2026
Q1 		$213K Buy
+1,256
New +$183K 0.13% 78
2025
Q2 		– Sell
-1,357
Closed -$161K – 312
2025
Q1 		$161K Sell
1,357
-2
-0.1% -$221 0.11% 80
2024
Q4 		$146K Sell
1,359
-2
-0.1% -$234 0.41% 41
2024
Q3 		$159 Buy
1,361
+901
+196% +$104K 0.02% 82
2024
Q2 		$156K Sell
460
-1,138
-71% -$133K 0.11% 82
2024
Q1 		$186K Buy
1,598
+5
+0.3% +$523 0.13% 74
2023
Q4 		$159K Buy
1,593
+26
+2% +$2.73K 0.12% 81
2023
Q3 		$184K Sell
1,567
-176
-10% -$19.3K 0.16% 67
2023
Q2 		$187K Sell
1,743
-86
-5% -$9.38K 0.15% 71
2023
Q1 		$198K Buy
1,829
+440
+32% +$48.7K 0.18% 66
2022
Q4 		$153K Buy
1,389
+4
+0.3% +$429 0.15% 80
2022
Q3 		$121K Buy
+1,385
New +$126K 0.12% 81
2022
Q2 		– Sell
-379
Closed -$31K – 296
2022
Q1 		$31K Buy
379
+3
+0.8% +$233 0.02% 155
2021
Q4 		$23K Buy
376
+280
+292% +$17.5K 0.02% 186
2021
Q3 		$5K Buy
+96
New +$5.47K ﹤0.01% 241

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

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

McClarren Financial Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,256 shares — an estimated $213K sold.

McClarren Financial Advisors first reported a position in XOM in Q3 2021 and held it in 15 quarters. The position peaked at $213K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • McClarren Financial Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,256 ExxonMobil shares in Q2 2026, an estimated $213K.
  • McClarren Financial Advisors first reported a position in ExxonMobil in Q3 2021 and held it in 15 quarters.
  • McClarren Financial Advisors's ExxonMobil position peaked at $213K in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.