PCG Wealth Advisors’s ExxonMobil XOM Stock Holding History

PCG 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	$467K	Buy	3,413 +386	+13%	+$57.8K	0.1%	119
2026 Q1	$513K	Buy	3,027 +36	+1%	+$5.25K	0.13%	110
2025 Q4	$360K	Sell	2,991 -442	-13%	-$51.3K	0.1%	119
2025 Q3	$387K	Buy	3,433 +23	+0.7%	+$2.56K	0.11%	116
2025 Q2	$368K	Buy	3,410 +567	+20%	+$60.6K	0.19%	68
2025 Q1	$338K	Sell	2,843 -3,641	-56%	-$403K	0.12%	104
2024 Q4	$698K	Buy	6,484 +3	+0%	+$351	0.26%	78
2024 Q3	$760K	Sell	6,481 -789	-11%	-$91.1K	0.29%	69
2024 Q2	$837K	Buy	7,270 +2,915	+67%	+$340K	0.36%	62
2024 Q1	$506K	Buy	4,355 +4	+0.1%	+$419	0.24%	68
2023 Q4	$435K	Buy	4,351 +201	+5%	+$21.1K	0.24%	64
2023 Q3	$488K	Sell	4,150 -42,977	-91%	-$4.71M	0.32%	61
2023 Q2	$5.05M	Sell	47,127 -2,214	-4%	-$242K	3.14%	7
2023 Q1	$5.41M	Sell	49,341 -468	-0.9%	-$51.8K	3.42%	7
2022 Q4	$5.49M	Buy	49,809 +40,543	+438%	+$4.34M	3.48%	6
2022 Q3	$808K	Buy	9,266 +4,633	+100%	+$423K	0.29%	58
2022 Q2	$397K	Hold	4,633	–	–	0.28%	58
2022 Q1	$383K	Buy	4,633 +622	+16%	+$48.3K	0.24%	57
2021 Q4	$245K	Buy	+4,011	New	+$251K	0.17%	67

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

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

PCG Wealth Advisors increased its ExxonMobil (XOM) stake by 13% in Q2 2026, buying an estimated $57.8K and bringing the position to 3,413 shares worth $467K. The position accounts for 0.1% of the portfolio, ranked #119.

PCG Wealth Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.49M in Q4 2022. 4,241 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

PCG Wealth Advisors held 3,413 shares of ExxonMobil worth $467K as of Q2 2026.
PCG Wealth Advisors bought 386 ExxonMobil shares in Q2 2026, an estimated $57.8K.
ExxonMobil made up 0.1% of PCG Wealth Advisors's portfolio in Q2 2026, its #119 holding.
PCG Wealth Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
PCG Wealth Advisors's ExxonMobil position peaked at $5.49M in Q4 2022.
4,241 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.