Silver Oak Advisory Group’s ExxonMobil XOM Stock Holding History

Silver Oak 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	$527K	Hold	3,856	–	–	0.21%	43
2026 Q1	$654K	Hold	3,856	–	–	0.28%	37
2025 Q4	$464K	Sell	3,856 -4	-0.1%	-$464	0.21%	44
2025 Q3	$435K	Sell	3,860 -61	-2%	-$6.78K	0.2%	46
2025 Q2	$422K	Buy	3,921 +77	+2%	+$8.23K	0.2%	46
2025 Q1	$457K	Hold	3,844	–	–	0.24%	41
2024 Q4	$413K	Sell	3,844 -21	-0.5%	-$2.46K	0.22%	42
2024 Q3	$452K	Hold	3,865	–	–	0.23%	43
2024 Q2	$444K	Hold	3,865	–	–	0.25%	41
2024 Q1	$450K	Hold	3,865	–	–	0.25%	41
2023 Q4	$386K	Hold	3,865	–	–	0.23%	42
2023 Q3	$454K	Hold	3,865	–	–	0.29%	35
2023 Q2	$414K	Hold	3,865	–	–	0.27%	34
2023 Q1	$423K	Hold	3,865	–	–	0.28%	33
2022 Q4	$426K	Hold	3,865	–	–	0.3%	33
2022 Q3	$337K	Hold	3,865	–	–	0.25%	35
2022 Q2	$331K	Hold	3,865	–	–	0.23%	37
2022 Q1	$319K	Buy	3,865 +61	+2%	+$4.74K	0.21%	41
2021 Q4	$233K	Buy	+3,804	New	+$238K	0.15%	57

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

Silver Oak Advisory Group's XOM Position: Q2 2026 in Review

Silver Oak Advisory Group held its ExxonMobil (XOM) position steady in Q2 2026 at 3,856 shares worth $527K. The position accounts for 0.21% of the portfolio, ranked #43.

Silver Oak Advisory Group first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $654K in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Silver Oak Advisory Group held 3,856 shares of ExxonMobil worth $527K as of Q2 2026.
Silver Oak Advisory Group left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.21% of Silver Oak Advisory Group's portfolio in Q2 2026, its #43 holding.
Silver Oak Advisory Group first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Silver Oak Advisory Group's ExxonMobil position peaked at $654K in Q1 2026.
4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.