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Pacific Excel Wealth Advisors’s ExxonMobil XOM Stock Holding History

Pacific Excel 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 		$921K Buy
6,733
+2,831
+73% +$424K 0.36% 65
2026
Q1 		$662K Buy
3,902
+1,840
+89% +$269K 0.7% 47
2025
Q4 		$254K Buy
+2,062
New +$239K 0.48% 77

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

Pacific Excel Wealth Advisors's XOM Position: Q2 2026 in Review

Pacific Excel Wealth Advisors increased its ExxonMobil (XOM) stake by 73% in Q2 2026, buying an estimated $424K and bringing the position to 6,733 shares worth $921K. The position accounts for 0.36% of the portfolio, ranked #65.

Pacific Excel Wealth Advisors first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. 4,251 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Pacific Excel Wealth Advisors held 6,733 shares of ExxonMobil worth $921K as of Q2 2026.
  • Pacific Excel Wealth Advisors bought 2,831 ExxonMobil shares in Q2 2026, an estimated $424K.
  • ExxonMobil made up 0.36% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Pacific Excel Wealth Advisors first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • 4,251 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.