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Phoenix Wealth Advisors’s ExxonMobil XOM Stock Holding History

Phoenix 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 		$246K Buy
1,801
+203
+13% +$30.4K 0.08% 117
2026
Q1 		$271K Buy
+1,598
New +$233K 0.11% 110
2025
Q4 		– Sell
-2,973
Closed -$335K – 135
2025
Q3 		$335K Buy
2,973
+204
+7% +$22.7K 0.13% 99
2025
Q2 		$298K Buy
2,769
+1
+0% +$107 0.13% 103
2025
Q1 		$329K Buy
2,768
+181
+7% +$20K 0.14% 94
2024
Q4 		$278K Sell
2,587
-13
-0.5% -$1.52K 0.12% 101
2024
Q3 		$305K Sell
2,600
-3,402
-57% -$393K 0.14% 96
2024
Q2 		$691K Buy
6,002
+2,771
+86% +$323K 0.35% 62
2024
Q1 		$376K Hold
3,231
– – 0.23% 80
2023
Q4 		$331K Sell
3,231
-200
-6% -$21K 0.23% 85
2023
Q3 		$403K Buy
+3,431
New +$376K 0.24% 60
2021
Q4 		– Sell
-390
Closed -$23K – 361
2021
Q3 		$23K Sell
390
-84
-18% -$4.79K 0.02% 257
2021
Q2 		$29K Hold
474
– – 0.02% 227
2021
Q1 		$27K Hold
474
– – 0.02% 238
2020
Q4 		$20K Buy
+474
New +$17.8K 0.02% 257

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

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

Phoenix Wealth Advisors increased its ExxonMobil (XOM) stake by 13% in Q2 2026, buying an estimated $30.4K and bringing the position to 1,801 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #117.

Phoenix Wealth Advisors first reported a position in XOM in Q4 2020 and has held it in 15 quarters since. The position peaked at $691K in Q2 2024. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Phoenix Wealth Advisors held 1,801 shares of ExxonMobil worth $246K as of Q2 2026.
  • Phoenix Wealth Advisors bought 203 ExxonMobil shares in Q2 2026, an estimated $30.4K.
  • ExxonMobil made up 0.08% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Phoenix Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 15 quarters since.
  • Phoenix Wealth Advisors's ExxonMobil position peaked at $691K in Q2 2024.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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