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Nvest Financial’s ExxonMobil XOM Stock Holding History

Nvest Financial’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 		$1.08M Sell
7,869
-9
-0.1% -$1.35K 0.34% 65
2026
Q1 		$1.34M Sell
7,878
-223
-3% -$32.5K 0.5% 54
2025
Q4 		$975K Buy
8,101
+3,978
+96% +$461K 0.41% 56
2025
Q3 		$465K Buy
4,123
+560
+16% +$62.3K 0.27% 75
2025
Q2 		$384K Buy
3,563
+11
+0.3% +$1.18K 0.2% 76
2025
Q1 		$422K Sell
3,552
-607
-15% -$67.1K 0.23% 70
2024
Q4 		$447K Buy
4,159
+64
+2% +$7.49K 0.23% 81
2024
Q3 		$480K Buy
4,095
+189
+5% +$21.8K 0.27% 70
2024
Q2 		$450K Buy
3,906
+14
+0.4% +$1.63K 0.28% 65
2024
Q1 		$452K Buy
3,892
+30
+0.8% +$3.14K 0.3% 60
2023
Q4 		$386K Sell
3,862
-517
-12% -$54.3K 0.3% 56
2023
Q3 		$515K Buy
4,379
+561
+15% +$61.5K 0.48% 40
2023
Q2 		$409K Buy
3,818
+167
+5% +$18.2K 0.36% 45
2023
Q1 		$400K Buy
3,651
+194
+6% +$21.5K 0.42% 49
2022
Q4 		$381K Buy
3,457
+585
+20% +$62.7K 0.48% 42
2022
Q3 		$251K Buy
+2,872
New +$262K 0.35% 45

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

Nvest Financial's XOM Position: Q2 2026 in Review

Nvest Financial reduced its ExxonMobil (XOM) stake by 0.11% in Q2 2026, selling an estimated $1.35K and leaving 7,869 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #65.

Nvest Financial first reported a position in XOM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.34M in Q1 2026. 4,268 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Nvest Financial held 7,869 shares of ExxonMobil worth $1.08M as of Q2 2026.
  • Nvest Financial sold 9 ExxonMobil shares in Q2 2026, an estimated $1.35K.
  • ExxonMobil made up 0.34% of Nvest Financial's portfolio in Q2 2026, its #65 holding.
  • Nvest Financial first reported a position in ExxonMobil in Q3 2022 and has held it in 16 quarters since.
  • Nvest Financial's ExxonMobil position peaked at $1.34M in Q1 2026.
  • 4,268 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.