Principia Wealth Advisory’s ExxonMobil XOM Stock Holding History

Principia Wealth Advisory’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	$133K	Buy	969 +49	+5%	+$7.33K	0.07%	93
2026 Q1	$156K	Buy	920 +52	+6%	+$7.59K	0.09%	79
2025 Q4	$105K	Buy	868 +35	+4%	+$4.06K	0.07%	98
2025 Q3	$93.9K	Buy	833 +28	+3%	+$3.11K	0.06%	99
2025 Q2	$86.8K	Buy	805 +6	+0.8%	+$641	0.07%	93
2025 Q1	$84.6K	Buy	799 +92	+13%	+$10.2K	0.08%	75
2024 Q4	$76K	Buy	+707	New	+$82.7K	0.07%	75

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principia Wealth Advisory's XOM Position: Q2 2026 in Review

Principia Wealth Advisory increased its ExxonMobil (XOM) stake by 5.3% in Q2 2026, buying an estimated $7.33K and bringing the position to 969 shares worth $133K. The position accounts for 0.07% of the portfolio, ranked #93.

Principia Wealth Advisory first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $156K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Principia Wealth Advisory held 969 shares of ExxonMobil worth $133K as of Q2 2026.
Principia Wealth Advisory bought 49 ExxonMobil shares in Q2 2026, an estimated $7.33K.
ExxonMobil made up 0.07% of Principia Wealth Advisory's portfolio in Q2 2026, its #93 holding.
Principia Wealth Advisory first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's ExxonMobil position peaked at $156K in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.