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Petersen Hastings Wealth Advisors’s ExxonMobil XOM Stock Holding History

Petersen Hastings 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 		$632K Buy
4,625
+123
+3% +$18.4K 0.05% 47
2026
Q1 		$764K Sell
4,502
-25
-0.6% -$3.65K 0.07% 43
2025
Q4 		$545K Buy
+4,527
New +$525K 0.05% 48

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

Petersen Hastings Wealth Advisors's XOM Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors increased its ExxonMobil (XOM) stake by 2.7% in Q2 2026, buying an estimated $18.4K and bringing the position to 4,625 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #47.

Petersen Hastings Wealth Advisors first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $764K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Petersen Hastings Wealth Advisors held 4,625 shares of ExxonMobil worth $632K as of Q2 2026.
  • Petersen Hastings Wealth Advisors bought 123 ExxonMobil shares in Q2 2026, an estimated $18.4K.
  • ExxonMobil made up 0.05% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Petersen Hastings Wealth Advisors first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Petersen Hastings Wealth Advisors's ExxonMobil position peaked at $764K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.