NWF Advisory Services’s ExxonMobil XOM Stock Holding History

NWF Advisory Services’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	–	Sell	-13,005	Closed	-$2.21M	–	467
2026 Q1	$2.21M	Buy	13,005 +1,325	+11%	+$193K	0.25%	76
2025 Q4	$1.41M	Buy	11,680 +347	+3%	+$40.2K	0.16%	105
2025 Q3	$1.28M	Sell	11,333 -420	-4%	-$46.7K	0.14%	115
2025 Q2	$1.27M	Sell	11,753 -3,216	-21%	-$344K	0.15%	111
2025 Q1	$1.78M	Buy	14,969 +231	+2%	+$25.5K	0.25%	75
2024 Q4	$1.59M	Buy	14,738 +836	+6%	+$97.8K	0.23%	70
2024 Q3	$1.63M	Buy	13,902 +799	+6%	+$92.3K	0.24%	77
2024 Q2	$1.51M	Sell	13,103 -636	-5%	-$74.1K	0.24%	72
2024 Q1	$1.6M	Buy	13,739 +3,623	+36%	+$379K	0.27%	71
2023 Q4	$1.01M	Buy	10,116 +108	+1%	+$11.4K	0.2%	92
2023 Q3	$1.18M	Sell	10,008 -119	-1%	-$13.1K	0.28%	71
2023 Q2	$1.09M	Hold	10,127	–	–	0.25%	78
2023 Q1	$1.09M	Buy	+10,127	New	+$1.12M	0.25%	78

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

NWF Advisory Services's XOM Position: Q2 2026 in Review

NWF Advisory Services sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 13,005 shares — an estimated $2.21M sold.

NWF Advisory Services first reported a position in XOM in Q1 2023 and held it in 13 quarters. The position peaked at $2.21M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

NWF Advisory Services reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
NWF Advisory Services sold 13,005 ExxonMobil shares in Q2 2026, an estimated $2.21M.
NWF Advisory Services first reported a position in ExxonMobil in Q1 2023 and held it in 13 quarters.
NWF Advisory Services's ExxonMobil position peaked at $2.21M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.