Prosperity Consulting Group’s ExxonMobil XOM Stock Holding History

Prosperity Consulting Group’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	$8.22M	Sell	60,128 -63	-0.1%	-$9.43K	0.31%	58
2026 Q1	$10.2M	Buy	60,191 +121	+0.2%	+$17.7K	0.45%	41
2025 Q4	$7.23M	Sell	60,070 -7,844	-12%	-$910K	0.33%	55
2025 Q3	$7.66M	Sell	67,914 -3,180	-4%	-$354K	0.38%	49
2025 Q2	$7.66M	Sell	71,094 -1,080	-1%	-$115K	0.56%	39
2025 Q1	$8.58M	Buy	72,174 +7,591	+12%	+$840K	0.66%	32
2024 Q4	$6.95M	Sell	64,583 -5,852	-8%	-$685K	0.52%	42
2024 Q3	$8.26M	Buy	70,435 +6,485	+10%	+$749K	0.64%	33
2024 Q2	$7.36M	Sell	63,950 -4,912	-7%	-$572K	1%	18
2024 Q1	$8M	Buy	68,862 +59,411	+629%	+$6.22M	1%	19
2023 Q4	$945K	Buy	9,451 +2,156	+30%	+$227K	0.32%	67
2023 Q3	$858K	Buy	7,295 +3,976	+120%	+$436K	0.39%	59
2023 Q2	$356K	Buy	3,319 +272	+9%	+$29.7K	0.22%	80
2023 Q1	$334K	Buy	+3,047	New	+$337K	0.21%	83

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

Prosperity Consulting Group's XOM Position: Q2 2026 in Review

Prosperity Consulting Group reduced its ExxonMobil (XOM) stake by 0.1% in Q2 2026, selling an estimated $9.43K and leaving 60,128 shares worth $8.22M. The position accounts for 0.31% of the portfolio, ranked #58.

Prosperity Consulting Group first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.2M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Prosperity Consulting Group held 60,128 shares of ExxonMobil worth $8.22M as of Q2 2026.
Prosperity Consulting Group sold 63 ExxonMobil shares in Q2 2026, an estimated $9.43K.
ExxonMobil made up 0.31% of Prosperity Consulting Group's portfolio in Q2 2026, its #58 holding.
Prosperity Consulting Group first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
Prosperity Consulting Group's ExxonMobil position peaked at $10.2M in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.