Note Advisors’s ExxonMobil XOM Stock Holding History

Note 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	$256K	Hold	1,872	–	–	0.11%	73
2026 Q1	$318K	Sell	1,872 -11	-0.6%	-$1.6K	0.16%	65
2025 Q4	$252K	Sell	1,883 -30	-2%	-$3.48K	0.13%	74
2025 Q3	$216K	Buy	1,913 +30	+2%	+$3.33K	0.13%	78
2025 Q2	$203K	Sell	1,883 -96	-5%	-$10.3K	0.14%	73
2025 Q1	$235K	Buy	1,979 +27	+1%	+$2.99K	0.19%	70
2024 Q4	$210K	Buy	+1,952	New	+$228K	0.19%	70

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

Note Advisors's XOM Position: Q2 2026 in Review

Note Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 1,872 shares worth $256K. The position accounts for 0.11% of the portfolio, ranked #73.

Note Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $318K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Note Advisors held 1,872 shares of ExxonMobil worth $256K as of Q2 2026.
Note Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.11% of Note Advisors's portfolio in Q2 2026, its #73 holding.
Note Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Note Advisors's ExxonMobil position peaked at $318K in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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