Panoramic Investment Advisors’s ExxonMobil XOM Stock Holding History

Panoramic Investment 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	$597K	Buy	4,367 +3	+0.1%	+$449	0.29%	72
2026 Q1	$740K	Buy	4,364 +2	+0%	+$292	0.4%	60
2025 Q4	$525K	Sell	4,362 -649	-13%	-$75.3K	0.29%	71
2025 Q3	$565K	Buy	5,011 +300	+6%	+$33.4K	0.32%	63
2025 Q2	$508K	Buy	4,711 +3	+0.1%	+$321	0.31%	64
2025 Q1	$560K	Buy	4,708 +4	+0.1%	+$442	0.38%	61
2024 Q4	$506K	Buy	4,704 +704	+18%	+$82.3K	0.33%	68
2024 Q3	$469K	Buy	+4,000	New	+$462K	0.32%	68
2024 Q1	$418K	Buy	3,598 +53	+1%	+$5.54K	0.31%	68
2023 Q4	$354K	Hold	3,545	–	–	0.31%	67
2023 Q3	$417K	Buy	+3,545	New	+$389K	0.38%	61
2022 Q4	$391K	Buy	+3,545	New	+$380K	0.4%	58

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

Panoramic Investment Advisors's XOM Position: Q2 2026 in Review

Panoramic Investment Advisors increased its ExxonMobil (XOM) stake by 0.07% in Q2 2026, buying an estimated $449 and bringing the position to 4,367 shares worth $597K. The position accounts for 0.29% of the portfolio, ranked #72.

Panoramic Investment Advisors first reported a position in XOM in Q4 2022 and has held it in 12 quarters since. The position peaked at $740K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Panoramic Investment Advisors held 4,367 shares of ExxonMobil worth $597K as of Q2 2026.
Panoramic Investment Advisors bought 3 ExxonMobil shares in Q2 2026, an estimated $449.
ExxonMobil made up 0.29% of Panoramic Investment Advisors's portfolio in Q2 2026, its #72 holding.
Panoramic Investment Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's ExxonMobil position peaked at $740K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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