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SmartHarvest Portfolios’s ExxonMobil XOM Stock Holding History

SmartHarvest Portfolios’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 		$3.3M Buy
24,126
+2,499
+12% +$374K 1.07% 17
2026
Q1 		$3.67M Sell
21,627
-2,757
-11% -$402K 1.53% 11
2025
Q4 		$2.93M Buy
+24,384
New +$2.83M 1.02% 15

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 $3.38T AUM 44.17% 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

SmartHarvest Portfolios's XOM Position: Q2 2026 in Review

SmartHarvest Portfolios increased its ExxonMobil (XOM) stake by 12% in Q2 2026, buying an estimated $374K and bringing the position to 24,126 shares worth $3.3M. The position accounts for 1.07% of the portfolio, ranked #17.

SmartHarvest Portfolios first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.67M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SmartHarvest Portfolios held 24,126 shares of ExxonMobil worth $3.3M as of Q2 2026.
  • SmartHarvest Portfolios bought 2,499 ExxonMobil shares in Q2 2026, an estimated $374K.
  • ExxonMobil made up 1.07% of SmartHarvest Portfolios's portfolio in Q2 2026, its #17 holding.
  • SmartHarvest Portfolios first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • SmartHarvest Portfolios's ExxonMobil position peaked at $3.67M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.