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One Wealth Advisors’s ExxonMobil XOM Stock Holding History

One 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 		$349K Buy
2,550
+181
+8% +$27.1K 0.04% 237
2026
Q1 		$402K Buy
2,369
+72
+3% +$10.5K 0.05% 200
2025
Q4 		$276K Sell
2,297
-43
-2% -$4.99K 0.03% 249
2025
Q3 		$264K Sell
2,340
-299
-11% -$33.2K 0.03% 256
2025
Q2 		$284K Sell
2,639
-9
-0.3% -$962 0.04% 228
2025
Q1 		$315K Sell
2,648
-92
-3% -$10.2K 0.05% 204
2024
Q4 		$295K Sell
2,740
-2,003
-42% -$234K 0.04% 189
2024
Q3 		$556K Buy
4,743
+2,007
+73% +$232K 0.09% 118
2024
Q2 		$325K Buy
2,736
+551
+25% +$64.2K 0.07% 153
2024
Q1 		$254K Buy
+2,185
New +$229K 0.04% 202
2023
Q1 		– Sell
-825
Closed -$91K – 612
2022
Q4 		$91K Buy
+825
New +$88.4K 0.02% 304
2019
Q2 		– Sell
-18
Closed -$1K – 488
2019
Q1 		$1K Buy
+18
New +$1.37K ﹤0.01% 550
2018
Q1 		– Sell
-1,388
Closed -$116K – 595
2017
Q4 		$116K Buy
+1,388
New +$115K 0.09% 177

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

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

One Wealth Advisors increased its ExxonMobil (XOM) stake by 7.6% in Q2 2026, buying an estimated $27.1K and bringing the position to 2,550 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #237.

One Wealth Advisors first reported a position in XOM in Q4 2017 and has held it in 13 quarters since. The position peaked at $556K in Q3 2024. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • One Wealth Advisors held 2,550 shares of ExxonMobil worth $349K as of Q2 2026.
  • One Wealth Advisors bought 181 ExxonMobil shares in Q2 2026, an estimated $27.1K.
  • ExxonMobil made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #237 holding.
  • One Wealth Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 13 quarters since.
  • One Wealth Advisors's ExxonMobil position peaked at $556K in Q3 2024.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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