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OakTrust Wealth Advisors’s ExxonMobil XOM Stock Holding History

OakTrust Wealth 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 		$1.01M Buy
7,377
+62
+0.8% +$9.28K 0.87% 21
2026
Q1 		$1.24M Sell
7,315
-37
-0.5% -$5.4K 1.13% 19
2025
Q4 		$885K Buy
+7,352
New +$853K 0.82% 23

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

OakTrust Wealth Advisors's XOM Position: Q2 2026 in Review

OakTrust Wealth Advisors increased its ExxonMobil (XOM) stake by 0.85% in Q2 2026, buying an estimated $9.28K and bringing the position to 7,377 shares worth $1.01M. The position accounts for 0.87% of the portfolio, ranked #21.

OakTrust Wealth Advisors first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q1 2026. 4,236 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • OakTrust Wealth Advisors held 7,377 shares of ExxonMobil worth $1.01M as of Q2 2026.
  • OakTrust Wealth Advisors bought 62 ExxonMobil shares in Q2 2026, an estimated $9.28K.
  • ExxonMobil made up 0.87% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • OakTrust Wealth Advisors first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • OakTrust Wealth Advisors's ExxonMobil position peaked at $1.24M in Q1 2026.
  • 4,236 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.