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Provenance Wealth Advisors’s ExxonMobil XOM Stock Holding History

Provenance 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 		$438K Buy
3,202
+947
+42% +$142K 0.04% 85
2026
Q1 		$383K Buy
2,255
+1,319
+141% +$192K 0.04% 83
2025
Q4 		$113K Sell
936
-1,388
-60% -$161K 0.01% 145
2025
Q3 		$262K Buy
2,324
+223
+11% +$24.8K 0.03% 109
2025
Q2 		$226K Hold
2,101
– – 0.03% 112
2025
Q1 		$250K Sell
2,101
-81
-4% -$8.96K 0.04% 118
2024
Q4 		$235K Sell
2,182
-140
-6% -$16.4K 0.03% 133
2024
Q3 		$272K Buy
2,322
+1,400
+152% +$162K 0.03% 134
2024
Q2 		$106K Sell
922
-1,237
-57% -$144K 0.01% 171
2024
Q1 		$251K Buy
2,159
+1,302
+152% +$136K 0.04% 131
2023
Q4 		$85.7K Buy
857
+17
+2% +$1.79K 0.01% 172
2023
Q3 		$98.8K Buy
+840
New +$92.1K 0.02% 145

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

Provenance Wealth Advisors's XOM Position: Q2 2026 in Review

Provenance Wealth Advisors increased its ExxonMobil (XOM) stake by 42% in Q2 2026, buying an estimated $142K and bringing the position to 3,202 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #85.

Provenance Wealth Advisors first reported a position in XOM in Q3 2023 and has held it in 12 quarters since. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Provenance Wealth Advisors held 3,202 shares of ExxonMobil worth $438K as of Q2 2026.
  • Provenance Wealth Advisors bought 947 ExxonMobil shares in Q2 2026, an estimated $142K.
  • ExxonMobil made up 0.04% of Provenance Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Provenance Wealth Advisors first reported a position in ExxonMobil in Q3 2023 and has held it in 12 quarters since.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.