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SageView Advisory Group’s ExxonMobil XOM Stock Holding History

SageView Advisory 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 		$5.5M Sell
40,261
-2,382
-6% -$357K 0.18% 77
2026
Q1 		$7.23M Sell
42,643
-37,557
-47% -$5.48M 0.26% 48
2025
Q4 		$9.65M Buy
80,200
+13,158
+20% +$1.53M 0.33% 38
2025
Q3 		$7.56M Buy
67,042
+21,161
+46% +$2.35M 0.26% 49
2025
Q2 		$5.11M Buy
45,881
+349
+0.8% +$37.3K 0.19% 54
2025
Q1 		$5.42M Buy
45,532
+4,255
+10% +$471K 0.23% 48
2024
Q4 		$4.44M Buy
41,277
+10,288
+33% +$1.2M 0.19% 67
2024
Q3 		$3.63M Sell
30,989
-6,493
-17% -$750K 0.18% 70
2024
Q2 		$4.31M Buy
37,482
+10,664
+40% +$1.24M 0.2% 68
2024
Q1 		$3.12M Sell
26,818
-9,617
-26% -$1.01M 0.16% 80
2023
Q4 		$3.82M Buy
36,435
+11,392
+45% +$1.2M 0.16% 77
2023
Q3 		$2.94M Buy
25,043
+712
+3% +$78.1K 0.17% 80
2023
Q2 		$2.61M Buy
24,331
+2,743
+13% +$299K 0.15% 94
2023
Q1 		$2.37M Buy
21,588
+3,169
+17% +$351K 0.15% 101
2022
Q4 		$2.03M Buy
+18,419
New +$1.97M 0.17% 98

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

SageView Advisory Group's XOM Position: Q2 2026 in Review

SageView Advisory Group reduced its ExxonMobil (XOM) stake by 5.6% in Q2 2026, selling an estimated $357K and leaving 40,261 shares worth $5.5M. The position accounts for 0.18% of the portfolio, ranked #77.

SageView Advisory Group first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.65M in Q4 2025. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SageView Advisory Group held 40,261 shares of ExxonMobil worth $5.5M as of Q2 2026.
  • SageView Advisory Group sold 2,382 ExxonMobil shares in Q2 2026, an estimated $357K.
  • ExxonMobil made up 0.18% of SageView Advisory Group's portfolio in Q2 2026, its #77 holding.
  • SageView Advisory Group first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's ExxonMobil position peaked at $9.65M in Q4 2025.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.