Moss Adams Wealth Advisors’s ExxonMobil XOM Stock Holding History

Moss Adams 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	$5.27M	Sell	38,531 -16	-0%	-$2.4K	0.33%	26
2026 Q1	$6.54M	Buy	38,547 +1,021	+3%	+$149K	0.48%	20
2025 Q4	$4.52M	Buy	37,526 +1,318	+4%	+$153K	0.33%	26
2025 Q3	$4.08M	Buy	36,208 +310	+0.9%	+$34.5K	0.32%	27
2025 Q2	$3.87M	Sell	35,898 -212	-0.6%	-$22.7K	0.35%	28
2025 Q1	$4.29M	Buy	36,110 +3,167	+10%	+$350K	0.45%	20
2024 Q4	$3.54M	Buy	32,943 +2,144	+7%	+$251K	0.37%	25
2024 Q3	$3.61M	Sell	30,799 -129	-0.4%	-$14.9K	0.4%	24
2024 Q2	$3.56M	Buy	30,928 +2,926	+10%	+$341K	0.49%	23
2024 Q1	$3.25M	Buy	28,002 +7,990	+40%	+$836K	0.52%	20
2023 Q4	$2M	Buy	20,012 +460	+2%	+$48.3K	0.42%	22
2023 Q3	$2.3M	Sell	19,552 -178	-0.9%	-$19.5K	0.78%	15
2023 Q2	$2.12M	Buy	19,730 +368	+2%	+$40.2K	0.69%	18
2023 Q1	$2.12M	Buy	19,362 +1,297	+7%	+$143K	0.72%	16
2022 Q4	$1.99M	Buy	+18,065	New	+$1.94M	1%	18

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

Moss Adams Wealth Advisors's XOM Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its ExxonMobil (XOM) stake by 0.04% in Q2 2026, selling an estimated $2.4K and leaving 38,531 shares worth $5.27M. The position accounts for 0.33% of the portfolio, ranked #26.

Moss Adams Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.54M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Moss Adams Wealth Advisors held 38,531 shares of ExxonMobil worth $5.27M as of Q2 2026.
Moss Adams Wealth Advisors sold 16 ExxonMobil shares in Q2 2026, an estimated $2.4K.
ExxonMobil made up 0.33% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Moss Adams Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Moss Adams Wealth Advisors's ExxonMobil position peaked at $6.54M in Q1 2026.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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