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New England Capital Financial Advisors’s ExxonMobil XOM Stock Holding History

New England Capital 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 		$1.18M Buy
8,616
+216
+3% +$32.3K 0.28% 24
2026
Q1 		$1.43M Buy
8,400
+21
+0.3% +$3.06K 0.39% 21
2025
Q4 		$1.01M Buy
8,379
+10
+0.1% +$1.16K 0.39% 24
2025
Q3 		$944K Buy
8,369
+689
+9% +$76.6K 0.4% 22
2025
Q2 		$828K Sell
7,680
-4
-0.1% -$428 0.38% 22
2025
Q1 		$914K Buy
7,684
+10
+0.1% +$1.11K 0.46% 21
2024
Q4 		$826K Buy
7,674
+602
+9% +$70.4K 0.4% 21
2024
Q3 		$829K Sell
7,072
-35
-0.5% -$4.04K 0.43% 20
2024
Q2 		$818K Buy
7,107
+298
+4% +$34.7K 0.46% 18
2024
Q1 		$791K Sell
6,809
-2,593
-28% -$271K 0.45% 19
2023
Q4 		$940K Buy
9,402
+8
+0.1% +$841 0.56% 20
2023
Q3 		$1.1M Buy
9,394
+1,339
+17% +$147K 0.76% 18
2023
Q2 		$864K Buy
8,055
+28
+0.3% +$3.06K 0.57% 20
2023
Q1 		$880K Sell
8,027
-37
-0.5% -$4.09K 0.62% 19
2022
Q4 		$914K Buy
+8,064
New +$864K 0.65% 19

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

New England Capital Financial Advisors's XOM Position: Q2 2026 in Review

New England Capital Financial Advisors increased its ExxonMobil (XOM) stake by 2.6% in Q2 2026, buying an estimated $32.3K and bringing the position to 8,616 shares worth $1.18M. The position accounts for 0.28% of the portfolio, ranked #24.

New England Capital Financial Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.43M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • New England Capital Financial Advisors held 8,616 shares of ExxonMobil worth $1.18M as of Q2 2026.
  • New England Capital Financial Advisors bought 216 ExxonMobil shares in Q2 2026, an estimated $32.3K.
  • ExxonMobil made up 0.28% of New England Capital Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • New England Capital Financial Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's ExxonMobil position peaked at $1.43M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.