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Resonant Capital Advisors’s ExxonMobil XOM Stock Holding History

Resonant Capital 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 		$7.5M Sell
54,845
-6,514
-11% -$975K 0.36% 54
2026
Q1 		$10.4M Buy
61,359
+1,652
+3% +$241K 0.55% 42
2025
Q4 		$7.19M Buy
59,707
+4,075
+7% +$473K 0.39% 49
2025
Q3 		$6.27M Buy
55,632
+1,394
+3% +$155K 0.37% 51
2025
Q2 		$5.85M Buy
54,238
+2,369
+5% +$253K 0.37% 53
2025
Q1 		$6.17M Buy
51,869
+3,526
+7% +$390K 0.43% 49
2024
Q4 		$5.2M Sell
48,343
-822
-2% -$96.2K 0.38% 53
2024
Q3 		$5.76M Buy
49,165
+973
+2% +$112K 0.42% 46
2024
Q2 		$5.55M Buy
48,192
+3,342
+7% +$389K 0.45% 47
2024
Q1 		$5.21M Buy
44,850
+1,530
+4% +$160K 0.45% 49
2023
Q4 		$4.33M Buy
43,320
+553
+1% +$58.1K 0.42% 49
2023
Q3 		$5.03M Sell
42,767
-15,792
-27% -$1.73M 0.54% 42
2023
Q2 		$6.28M Buy
58,559
+1,242
+2% +$136K 0.68% 35
2023
Q1 		$6.29M Sell
57,317
-964
-2% -$107K 0.71% 36
2022
Q4 		$6.43M Buy
58,281
+472
+0.8% +$50.6K 0.8% 32
2022
Q3 		$5.05M Sell
57,809
-376
-0.6% -$34.3K 0.77% 33
2022
Q2 		$4.98M Sell
58,185
-544
-0.9% -$49.1K 0.78% 31
2022
Q1 		$4.88M Buy
58,729
+2,325
+4% +$181K 0.72% 32
2021
Q4 		$3.45M Buy
56,404
+5,062
+10% +$316K 0.52% 42
2021
Q3 		$3.02M Buy
51,342
+8,394
+20% +$478K 0.53% 39
2021
Q2 		$2.71M Buy
42,948
+1,700
+4% +$101K 0.52% 38
2021
Q1 		$2.3M Buy
41,248
+20,708
+101% +$1.09M 0.47% 45
2020
Q4 		$847K Sell
20,540
-5,952
-22% -$223K 0.2% 87
2020
Q3 		$909K Buy
26,492
+6,648
+34% +$272K 0.26% 79
2020
Q2 		$887K Sell
19,844
-5,941
-23% -$266K 0.26% 82
2020
Q1 		$979K Sell
25,785
-746
-3% -$41.2K 0.36% 84
2019
Q4 		$1.85M Buy
+26,531
New +$1.83M 0.58% 54

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

Resonant Capital Advisors's XOM Position: Q2 2026 in Review

Resonant Capital Advisors reduced its ExxonMobil (XOM) stake by 11% in Q2 2026, selling an estimated $975K and leaving 54,845 shares worth $7.5M. The position accounts for 0.36% of the portfolio, ranked #54.

Resonant Capital Advisors first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.4M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Resonant Capital Advisors held 54,845 shares of ExxonMobil worth $7.5M as of Q2 2026.
  • Resonant Capital Advisors sold 6,514 ExxonMobil shares in Q2 2026, an estimated $975K.
  • ExxonMobil made up 0.36% of Resonant Capital Advisors's portfolio in Q2 2026, its #54 holding.
  • Resonant Capital Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Resonant Capital Advisors's ExxonMobil position peaked at $10.4M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.