Shared Vision Wealth Group’s ExxonMobil XOM Stock Holding History

Shared Vision Wealth 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	–	Sell	-1,547	Closed	-$263K	–	117
2026 Q1	$263K	Hold	1,547	–	–	0.11%	83
2025 Q4	$209K	Buy	+1,547	New	+$179K	0.08%	95

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Shared Vision Wealth Group's XOM Position: Q2 2026 in Review

Shared Vision Wealth Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,547 shares — an estimated $263K sold.

Shared Vision Wealth Group first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $263K in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Shared Vision Wealth Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Shared Vision Wealth Group sold 1,547 ExxonMobil shares in Q2 2026, an estimated $263K.
Shared Vision Wealth Group first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
Shared Vision Wealth Group's ExxonMobil position peaked at $263K in Q1 2026.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.