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Providence Financial Advisors’s ExxonMobil XOM Stock Holding History

Providence Financial 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 		$1.28M Sell
9,391
-7
-0.1% -$1.05K 0.73% 16
2026
Q1 		$1.59M Buy
9,398
+277
+3% +$40.4K 0.91% 15
2025
Q4 		$1.1M Sell
9,121
-47
-0.5% -$5.45K 1.09% 12
2025
Q3 		$1.03M Buy
+9,168
New +$1.02M 0.99% 14

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

Providence Financial Advisors's XOM Position: Q2 2026 in Review

Providence Financial Advisors reduced its ExxonMobil (XOM) stake by 0.07% in Q2 2026, selling an estimated $1.05K and leaving 9,391 shares worth $1.28M. The position accounts for 0.73% of the portfolio, ranked #16.

Providence Financial Advisors first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.59M in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Providence Financial Advisors held 9,391 shares of ExxonMobil worth $1.28M as of Q2 2026.
  • Providence Financial Advisors sold 7 ExxonMobil shares in Q2 2026, an estimated $1.05K.
  • ExxonMobil made up 0.73% of Providence Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Providence Financial Advisors first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
  • Providence Financial Advisors's ExxonMobil position peaked at $1.59M in Q1 2026.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Providence Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.