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Prevail Innovative Wealth Advisors’s ExxonMobil XOM Stock Holding History

Prevail Innovative 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 		$978K Sell
7,150
-69,795
-91% -$10.4M 0.15% 118
2026
Q1 		$13.1M Sell
76,945
-9,583
-11% -$1.4M 2.2% 2
2025
Q4 		$10.4M Buy
86,528
+7,438
+9% +$863K 1.87% 5
2025
Q3 		$8.92M Buy
79,090
+10,047
+15% +$1.12M 1.73% 4
2025
Q2 		$7.44M Buy
69,043
+25,063
+57% +$2.68M 1.67% 6
2025
Q1 		$5.23M Buy
43,980
+37,577
+587% +$4.16M 1.39% 19
2024
Q4 		$689K Buy
6,403
+1,423
+29% +$166K 0.2% 107
2024
Q3 		$584K Buy
4,980
+299
+6% +$34.5K 0.18% 114
2024
Q2 		$539K Buy
4,681
+2,192
+88% +$255K 0.19% 110
2024
Q1 		$289K Buy
2,489
+93
+4% +$9.73K 0.11% 142
2023
Q4 		$240K Buy
2,396
+666
+38% +$70K 0.11% 121
2023
Q3 		$203K Sell
1,730
-204
-11% -$22.4K 0.11% 115
2023
Q2 		$207K Buy
+1,934
New +$211K 0.11% 97

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

Prevail Innovative Wealth Advisors's XOM Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its ExxonMobil (XOM) stake by 91% in Q2 2026, selling an estimated $10.4M and leaving 7,150 shares worth $978K. The position accounts for 0.15% of the portfolio, ranked #118.

Prevail Innovative Wealth Advisors first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.1M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 7,150 shares of ExxonMobil worth $978K as of Q2 2026.
  • Prevail Innovative Wealth Advisors sold 69,795 ExxonMobil shares in Q2 2026, an estimated $10.4M.
  • ExxonMobil made up 0.15% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Prevail Innovative Wealth Advisors first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
  • Prevail Innovative Wealth Advisors's ExxonMobil position peaked at $13.1M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.