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
2023 Q3	–	Sell	-100	Closed	-$515	–	304
2023 Q2	$515	Hold	100	–	–	﹤0.01%	285
2023 Q1	$515	Buy	+100	New	+$11.1K	﹤0.01%	284

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.