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Monograph Wealth Advisors’s ExxonMobil XOM Stock Holding History

Monograph 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 		$272K Hold
1,986
– – 0.02% 122
2026
Q1 		$337K Hold
1,986
– – 0.03% 113
2025
Q4 		$239K Sell
1,986
-144
-7% -$16.7K 0.02% 123
2025
Q3 		$240K Sell
2,130
-33
-2% -$3.67K 0.02% 128
2025
Q2 		$233K Sell
2,163
-91
-4% -$9.73K 0.03% 117
2025
Q1 		$268K Sell
2,254
-95
-4% -$10.5K 0.04% 96
2024
Q4 		$253K Buy
2,349
+219
+10% +$25.6K 0.03% 102
2024
Q3 		$250K Hold
2,130
– – 0.03% 99
2024
Q2 		$245K Hold
2,130
– – 0.04% 93
2024
Q1 		$248K Sell
2,130
-337
-14% -$35.3K 0.04% 140
2023
Q4 		$247K Buy
2,467
+337
+16% +$35.4K 0.04% 93
2023
Q3 		$250K Hold
2,130
– – 0.05% 103
2023
Q2 		$228K Hold
2,130
– – 0.05% 74
2023
Q1 		$234K Sell
2,130
-2,886
-58% -$319K 0.05% 74
2022
Q4 		$553K Buy
+5,016
New +$537K 0.15% 49

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

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

Monograph Wealth Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 1,986 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #122.

Monograph Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $553K in Q4 2022. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Monograph Wealth Advisors held 1,986 shares of ExxonMobil worth $272K as of Q2 2026.
  • Monograph Wealth Advisors left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.02% of Monograph Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Monograph Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Monograph Wealth Advisors's ExxonMobil position peaked at $553K in Q4 2022.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.