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Savvy Advisors Inc’s ExxonMobil XOM Stock Holding History

Savvy Advisors Inc’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 		$13.4M Buy
98,108
+4,586
+5% +$686K 0.28% 68
2026
Q1 		$15.9M Buy
93,522
+6,501
+7% +$949K 0.42% 51
2025
Q4 		$10.5M Buy
87,021
+21,662
+33% +$2.51M 0.34% 54
2025
Q3 		$7.37M Buy
65,359
+12,862
+25% +$1.43M 0.34% 57
2025
Q2 		$5.66M Buy
52,497
+16,594
+46% +$1.77M 0.38% 48
2025
Q1 		$4.27M Buy
35,903
+5,525
+18% +$611K 0.43% 43
2024
Q4 		$3.27M Buy
30,378
+1,797
+6% +$210K 0.39% 43
2024
Q3 		$3.35M Buy
28,581
+16,757
+142% +$1.93M 0.68% 27
2024
Q2 		$1.36M Buy
11,824
+2,912
+33% +$339K 0.44% 50
2024
Q1 		$1.04M Buy
8,912
+1,898
+27% +$199K 0.6% 37
2023
Q4 		$701K Buy
+7,014
New +$737K 0.68% 36

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

Savvy Advisors Inc's XOM Position: Q2 2026 in Review

Savvy Advisors Inc increased its ExxonMobil (XOM) stake by 4.9% in Q2 2026, buying an estimated $686K and bringing the position to 98,108 shares worth $13.4M. The position accounts for 0.28% of the portfolio, ranked #68.

Savvy Advisors Inc first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.9M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Savvy Advisors Inc held 98,108 shares of ExxonMobil worth $13.4M as of Q2 2026.
  • Savvy Advisors Inc bought 4,586 ExxonMobil shares in Q2 2026, an estimated $686K.
  • ExxonMobil made up 0.28% of Savvy Advisors Inc's portfolio in Q2 2026, its #68 holding.
  • Savvy Advisors Inc first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Savvy Advisors Inc's ExxonMobil position peaked at $15.9M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.