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Sound View Wealth Advisors Group’s ExxonMobil XOM Stock Holding History

Sound View Wealth Advisors 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 		$8.66M Sell
63,310
-3,714
-6% -$556K 0.54% 49
2026
Q1 		$11.4M Sell
67,024
-893
-1% -$130K 0.77% 35
2025
Q4 		$8.17M Buy
67,917
+1,413
+2% +$164K 0.55% 46
2025
Q3 		$7.5M Buy
66,504
+2,844
+4% +$316K 0.52% 47
2025
Q2 		$6.86M Buy
63,660
+1,128
+2% +$121K 0.51% 50
2025
Q1 		$7.44M Sell
62,532
-7,043
-10% -$779K 0.61% 45
2024
Q4 		$7.48M Buy
69,575
+2,547
+4% +$298K 0.6% 43
2024
Q3 		$7.86M Buy
67,028
+7,119
+12% +$822K 0.64% 42
2024
Q2 		$6.9M Buy
59,909
+10,750
+22% +$1.25M 0.71% 40
2024
Q1 		$5.71M Sell
49,159
-4,380
-8% -$458K 0.61% 46
2023
Q4 		$5.35M Sell
53,539
-113
-0.2% -$11.9K 0.59% 44
2023
Q3 		$6.31M Buy
53,652
+6,859
+15% +$752K 0.78% 35
2023
Q2 		$5.02M Buy
46,793
+266
+0.6% +$29K 0.66% 40
2023
Q1 		$5.1M Sell
46,527
-7,012
-13% -$776K 0.7% 39
2022
Q4 		$5.35M Buy
53,539
+17,890
+50% +$1.92M 0.59% 44
2022
Q3 		$3.11M Sell
35,649
-1,545
-4% -$141K 0.7% 42
2022
Q2 		$3.19M Sell
37,194
-792
-2% -$71.4K 0.67% 43
2022
Q1 		$3.14M Buy
37,986
+1,321
+4% +$103K 0.6% 48
2021
Q4 		$2.24M Buy
36,665
+6,463
+21% +$404K 0.42% 59
2021
Q3 		$1.78M Buy
30,202
+5,384
+22% +$307K 0.37% 66
2021
Q2 		$1.57M Sell
24,818
-2,413
-9% -$144K 0.33% 82
2021
Q1 		$1.52M Sell
27,231
-2,811
-9% -$147K 0.35% 83
2020
Q4 		$1.24M Sell
30,042
-3,033
-9% -$114K 0.3% 89
2020
Q3 		$1.14M Sell
33,075
-5,594
-14% -$229K 0.3% 87
2020
Q2 		$1.73M Sell
38,669
-4,812
-11% -$216K 0.49% 58
2020
Q1 		$1.65M Sell
43,481
-13,650
-24% -$754K 0.57% 55
2019
Q4 		$3.99M Sell
57,131
-1,065
-2% -$73.6K 1.13% 26
2019
Q3 		$4.11M Sell
58,196
-5,136
-8% -$371K 1.22% 21
2019
Q2 		$4.85M Buy
+63,332
New +$4.9M 1.43% 14

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

Sound View Wealth Advisors Group's XOM Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its ExxonMobil (XOM) stake by 5.5% in Q2 2026, selling an estimated $556K and leaving 63,310 shares worth $8.66M. The position accounts for 0.54% of the portfolio, ranked #49.

Sound View Wealth Advisors Group first reported a position in XOM in Q2 2019 and has held it in 29 quarters since. The position peaked at $11.4M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sound View Wealth Advisors Group held 63,310 shares of ExxonMobil worth $8.66M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 3,714 ExxonMobil shares in Q2 2026, an estimated $556K.
  • ExxonMobil made up 0.54% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #49 holding.
  • Sound View Wealth Advisors Group first reported a position in ExxonMobil in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's ExxonMobil position peaked at $11.4M in Q1 2026.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.