IAGL
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Innovative Advisory Group, LLC’s ExxonMobil XOM Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-1,478
Closed -$178K – 235
2025
Q4 		$178K Buy
1,478
+34
+2% +$3.94K 0.11% 38
2025
Q3 		$163K Hold
1,444
– – 0.1% 44
2025
Q2 		$156K Buy
1,444
+356
+33% +$38.1K 0.13% 38
2025
Q1 		$129K Buy
1,088
+6
+0.6% +$664 0.12% 38
2024
Q4 		$116K Buy
+1,082
New +$127K 0.1% 43

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Innovative Advisory Group, LLC's XOM Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 1,478 shares — an estimated $178K sold.

Innovative Advisory Group, LLC first reported a position in XOM in Q4 2024 and held it in 5 quarters. The position peaked at $178K in Q4 2025. 4,804 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,478 ExxonMobil shares in Q1 2026, an estimated $178K.
  • Innovative Advisory Group, LLC first reported a position in ExxonMobil in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's ExxonMobil position peaked at $178K in Q4 2025.
  • 4,804 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.