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Operose Advisors’s ExxonMobil XOM Stock Holding History

Operose 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 		– Sell
-8,130
Closed -$1.38M – 695
2026
Q1 		$1.38M Buy
8,130
+795
+11% +$116K 0.32% 40
2025
Q4 		$883K Hold
7,335
– – 0.21% 61
2025
Q3 		$827K Sell
7,335
-1,095
-13% -$122K 0.21% 60
2025
Q2 		$909K Hold
8,430
– – 0.26% 53
2025
Q1 		$1M Hold
8,430
– – 0.33% 43
2024
Q4 		$907K Buy
8,430
+4,378
+108% +$512K 0.31% 45
2024
Q3 		$475K Hold
4,052
– – 0.15% 86
2024
Q2 		$466K Sell
4,052
-150
-4% -$17.5K 0.17% 83
2024
Q1 		$488K Buy
4,202
+2,780
+195% +$291K 0.17% 87
2023
Q4 		$142K Sell
1,422
-3,146
-69% -$331K 0.06% 132
2023
Q3 		$537K Buy
4,568
+3,667
+407% +$402K 0.21% 48
2023
Q2 		$96.6K Hold
901
– – 0.04% 128
2023
Q1 		$98.8K Sell
901
-2,359
-72% -$261K 0.05% 111
2022
Q4 		$360K Buy
3,260
+2,789
+592% +$299K 0.19% 42
2022
Q3 		$41K Buy
471
+396
+528% +$36.2K 0.03% 162
2022
Q2 		$6K Hold
75
– – ﹤0.01% 264
2022
Q1 		$6K Hold
75
– – ﹤0.01% 287
2021
Q4 		$5K Buy
+75
New +$4.69K ﹤0.01% 279

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

Operose Advisors's XOM Position: Q2 2026 in Review

Operose Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 8,130 shares — an estimated $1.38M sold.

Operose Advisors first reported a position in XOM in Q4 2021 and held it in 18 quarters. The position peaked at $1.38M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Operose Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 8,130 ExxonMobil shares in Q2 2026, an estimated $1.38M.
  • Operose Advisors first reported a position in ExxonMobil in Q4 2021 and held it in 18 quarters.
  • Operose Advisors's ExxonMobil position peaked at $1.38M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.