Oak Barrel Wealth Advisory’s ExxonMobil XOM Stock Holding History

Oak Barrel Wealth Advisory’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	$1.35M	Buy	+9,868	New	+$1.48M	0.6%	26
2025 Q4	$1.18M	Buy	+9,812	New	+$1.14M	0.71%	29

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

Oak Barrel Wealth Advisory's XOM Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in ExxonMobil (XOM) in Q2 2026: 9,868 shares worth $1.35M. The stake represents 0.6% of the portfolio and ranks #26 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in XOM as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 4,251 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Oak Barrel Wealth Advisory held 9,868 shares of ExxonMobil worth $1.35M as of Q2 2026.
ExxonMobil was a new Oak Barrel Wealth Advisory position in Q2 2026.
ExxonMobil made up 0.6% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #26 holding.
Oak Barrel Wealth Advisory first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
4,251 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.