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Peterson Wealth Advisors’s ExxonMobil XOM Stock Holding History

Peterson 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 		$3.1M Sell
22,644
-45
-0.2% -$6.74K 0.37% 27
2026
Q1 		$3.85M Buy
22,689
+68
+0.3% +$9.92K 0.51% 24
2025
Q4 		$2.72M Buy
22,621
+72
+0.3% +$8.35K 0.36% 27
2025
Q3 		$2.58M Buy
22,549
+61
+0.3% +$6.78K 0.39% 29
2025
Q2 		$2.42M Buy
22,488
+10
+0% +$1.07K 0.4% 28
2025
Q1 		$2.31M Sell
22,478
-44
-0.2% -$4.87K 0.45% 27
2024
Q4 		$2.43M Buy
22,522
+389
+2% +$45.5K 0.44% 26
2024
Q3 		$2.59M Buy
22,133
+593
+3% +$68.5K 0.49% 22
2024
Q2 		$2.48M Buy
21,540
+9
+0% +$1.05K 0.52% 21
2024
Q1 		$2.5M Sell
21,531
-473
-2% -$49.5K 0.53% 19
2023
Q4 		$2.2M Buy
22,004
+8
+0% +$841 0.52% 21
2023
Q3 		$2.59M Buy
21,996
+5
+0% +$548 0.69% 18
2023
Q2 		$2.36M Buy
21,991
+105
+0.5% +$11.5K 0.62% 18
2023
Q1 		$2.4M Hold
21,886
– – 0.66% 19
2022
Q4 		$2.41M Sell
21,886
-118
-0.5% -$12.6K 0.73% 19
2022
Q3 		$1.92M Buy
22,004
+481
+2% +$43.9K 0.65% 18
2022
Q2 		$1.84M Hold
21,523
– – 0.61% 20
2022
Q1 		$1.78M Buy
21,523
+500
+2% +$38.9K 0.53% 23
2021
Q4 		$1.29M Buy
+21,023
New +$1.31M 0.37% 24

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

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

Peterson Wealth Advisors reduced its ExxonMobil (XOM) stake by 0.2% in Q2 2026, selling an estimated $6.74K and leaving 22,644 shares worth $3.1M. The position accounts for 0.37% of the portfolio, ranked #27.

Peterson Wealth Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.85M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Peterson Wealth Advisors held 22,644 shares of ExxonMobil worth $3.1M as of Q2 2026.
  • Peterson Wealth Advisors sold 45 ExxonMobil shares in Q2 2026, an estimated $6.74K.
  • ExxonMobil made up 0.37% of Peterson Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Peterson Wealth Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Advisors's ExxonMobil position peaked at $3.85M in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.