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Powell Investment Advisors’s ExxonMobil XOM Stock Holding History

Powell Investment 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 		– Sell
-6,359
Closed -$1.08M – 181
2026
Q1 		$1.08M Buy
6,359
+1
+0% +$146 0.37% 40
2025
Q4 		$765K Buy
6,358
+19
+0.3% +$2.2K 0.26% 59
2025
Q3 		$715K Buy
6,339
+36
+0.6% +$4K 0.25% 63
2025
Q2 		$679K Buy
+6,303
New +$674K 0.25% 60
2025
Q1 		– Sell
-6,303
Closed -$678K – 163
2024
Q4 		$678K Hold
6,303
– – 0.31% 48
2024
Q3 		$739K Buy
6,303
+100
+2% +$11.5K 0.35% 46
2024
Q2 		$714K Buy
6,203
+87
+1% +$10.1K 0.37% 44
2024
Q1 		$711K Hold
6,116
– – 0.38% 44
2023
Q4 		$611K Hold
6,116
– – 0.34% 47
2023
Q3 		$719K Sell
6,116
-1
-0% -$110 0.43% 40
2023
Q2 		$656K Sell
6,117
-10,025
-62% -$1.09M 0.38% 47
2023
Q1 		$1.77M Hold
16,142
– – 0.99% 19
2022
Q4 		$1.78M Buy
16,142
+10,025
+164% +$1.07M 1.03% 19
2022
Q3 		$534K Hold
6,117
– – 0.35% 51
2022
Q2 		$524K Hold
6,117
– – 0.32% 49
2022
Q1 		$505K Buy
6,117
+1,560
+34% +$121K 0.29% 52
2021
Q4 		$279K Sell
4,557
-2,200
-33% -$137K 0.16% 82
2021
Q3 		$397K Hold
6,757
– – 0.25% 56
2021
Q2 		$426K Hold
6,757
– – 0.26% 51
2021
Q1 		$377K Buy
6,757
+16
+0.2% +$839 0.25% 55
2020
Q4 		$278K Buy
6,741
+21
+0.3% +$787 0.21% 67
2020
Q3 		$231K Sell
6,720
-2,764
-29% -$113K 0.2% 78
2020
Q2 		$424K Buy
9,484
+68
+0.7% +$3.05K 0.41% 44
2020
Q1 		$358K Buy
9,416
+2,176
+30% +$120K 0.43% 49
2019
Q4 		$505K Buy
+7,240
New +$501K 0.53% 42

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

Powell Investment Advisors's XOM Position: Q2 2026 in Review

Powell Investment Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 6,359 shares — an estimated $1.08M sold.

Powell Investment Advisors first reported a position in XOM in Q4 2019 and held it in 25 quarters. The position peaked at $1.78M in Q4 2022. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Powell Investment Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Powell Investment Advisors sold 6,359 ExxonMobil shares in Q2 2026, an estimated $1.08M.
  • Powell Investment Advisors first reported a position in ExxonMobil in Q4 2019 and held it in 25 quarters.
  • Powell Investment Advisors's ExxonMobil position peaked at $1.78M in Q4 2022.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.