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Portland Financial Advisors’s ExxonMobil XOM Stock Holding History

Portland Financial 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 		$549K Hold
4,017
– – 1% 36
2026
Q1 		$682K Buy
4,017
+200
+5% +$29.2K 1.42% 20
2025
Q4 		$459K Hold
3,817
– – 0.98% 38
2025
Q3 		$430K Hold
3,817
– – 0.92% 39
2025
Q2 		$411K Hold
3,817
– – 0.99% 38
2025
Q1 		$454K Hold
3,817
– – 1.16% 30
2024
Q4 		$411K Buy
+3,817
New +$446K 1.1% 33

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

Portland Financial Advisors's XOM Position: Q2 2026 in Review

Portland Financial Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 4,017 shares worth $549K. The position accounts for 1% of the portfolio, ranked #36.

Portland Financial Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $682K in Q1 2026. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Portland Financial Advisors held 4,017 shares of ExxonMobil worth $549K as of Q2 2026.
  • Portland Financial Advisors left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 1% of Portland Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • Portland Financial Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Portland Financial Advisors's ExxonMobil position peaked at $682K in Q1 2026.
  • 4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.