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Private Wealth Advisors (California)’s ExxonMobil XOM Stock Holding History

Private Wealth Advisors (California)’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 		$448K Sell
3,280
-202
-6% -$30.2K 0.11% 71
2026
Q1 		$591K Buy
3,482
+113
+3% +$16.5K 0.17% 76
2025
Q4 		$405K Sell
3,369
-1,527
-31% -$177K 0.13% 76
2025
Q3 		$552K Sell
4,896
-32
-0.6% -$3.56K 0.19% 68
2025
Q2 		$531K Buy
4,928
+37
+0.8% +$3.96K 0.2% 65
2025
Q1 		$582K Buy
4,891
+17
+0.3% +$1.88K 0.21% 62
2024
Q4 		$524K Buy
4,874
+4
+0.1% +$468 0.21% 62
2024
Q3 		$584K Sell
4,870
-48
-1% -$5.54K 0.22% 58
2024
Q2 		$565K Buy
4,918
+14
+0.3% +$1.63K 0.22% 59
2024
Q1 		$570K Buy
4,904
+3
+0.1% +$314 0.23% 57
2023
Q4 		$490K Sell
4,901
-644
-12% -$67.7K 0.19% 53
2023
Q3 		$652K Sell
5,545
-29
-0.5% -$3.18K 0.28% 50
2023
Q2 		$598K Buy
5,574
+15
+0.3% +$1.64K 0.24% 52
2023
Q1 		$610K Buy
5,559
+42
+0.8% +$4.65K 0.26% 52
2022
Q4 		$609K Buy
5,517
+43
+0.8% +$4.61K 0.2% 60
2022
Q3 		$478K Buy
5,474
+46
+0.8% +$4.2K 0.22% 52
2022
Q2 		$506K Sell
5,428
-69
-1% -$6.22K 0.19% 55
2022
Q1 		$454K Buy
5,497
+52
+1% +$4.04K 0.14% 60
2021
Q4 		$333K Buy
5,445
+69
+1% +$4.31K 0.07% 76
2021
Q3 		$329K Buy
5,376
+78
+1% +$4.45K 0.08% 90
2021
Q2 		$334K Buy
5,298
+66
+1% +$3.94K 0.1% 71
2021
Q1 		$292K Buy
5,232
+353
+7% +$18.5K 0.1% 70
2020
Q4 		$236K Buy
+4,879
New +$183K 0.08% 67
2020
Q1 		– Sell
-4,600
Closed -$321K – 81
2019
Q4 		$321K Sell
4,600
-12
-0.3% -$830 0.18% 65
2019
Q3 		$326K Buy
4,612
+101
+2% +$7.3K 0.21% 52
2019
Q2 		$365K Hold
4,511
– – 0.25% 45
2019
Q1 		$365K Buy
4,511
+43
+1% +$3.28K 0.25% 45
2018
Q4 		$305K Buy
+4,468
New +$351K 0.25% 44

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

Private Wealth Advisors (California)'s XOM Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its ExxonMobil (XOM) stake by 5.8% in Q2 2026, selling an estimated $30.2K and leaving 3,280 shares worth $448K. The position accounts for 0.11% of the portfolio, ranked #71.

Private Wealth Advisors (California) first reported a position in XOM in Q4 2018 and has held it in 28 quarters since. The position peaked at $652K in Q3 2023. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Private Wealth Advisors (California) held 3,280 shares of ExxonMobil worth $448K as of Q2 2026.
  • Private Wealth Advisors (California) sold 202 ExxonMobil shares in Q2 2026, an estimated $30.2K.
  • ExxonMobil made up 0.11% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #71 holding.
  • Private Wealth Advisors (California) first reported a position in ExxonMobil in Q4 2018 and has held it in 28 quarters since.
  • Private Wealth Advisors (California)'s ExxonMobil position peaked at $652K in Q3 2023.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.