Merkkuri Wealth Advisors’s ExxonMobil XOM Stock Holding History

Merkkuri Wealth 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	-4,859	Closed	-$824K	–	375
2026 Q1	$824K	Buy	4,859 +5	+0.1%	+$730	0.55%	48
2025 Q4	$584K	Buy	4,854 +19	+0.4%	+$2.2K	0.4%	52
2025 Q3	$545K	Buy	4,835 +54	+1%	+$6K	0.4%	51
2025 Q2	$515K	Buy	4,781 +29	+0.6%	+$3.1K	0.39%	52
2025 Q1	$565K	Sell	4,752 -52	-1%	-$5.75K	0.48%	50
2024 Q4	$517K	Sell	4,804 -87	-2%	-$10.2K	0.41%	55
2024 Q3	$573K	Buy	4,891 +117	+2%	+$13.5K	0.45%	54
2024 Q2	$550K	Buy	+4,774	New	+$556K	0.51%	48

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

Merkkuri Wealth Advisors's XOM Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 4,859 shares — an estimated $824K sold.

Merkkuri Wealth Advisors first reported a position in XOM in Q2 2024 and held it in 8 quarters. The position peaked at $824K in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 4,859 ExxonMobil shares in Q2 2026, an estimated $824K.
Merkkuri Wealth Advisors first reported a position in ExxonMobil in Q2 2024 and held it in 8 quarters.
Merkkuri Wealth Advisors's ExxonMobil position peaked at $824K in Q1 2026.
4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.