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Spartan Wealth Advisory Services LLC’s ExxonMobil XOM Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$12.7M Buy
92,883
+1,042
+1% +$156K 1.04% 23
2026
Q1 		$15.6M Buy
+91,841
New +$13.4M 1.36% 12

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

Spartan Wealth Advisory Services LLC's XOM Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its ExxonMobil (XOM) stake by 1.1% in Q2 2026, buying an estimated $156K and bringing the position to 92,883 shares worth $12.7M. The position accounts for 1.04% of the portfolio, ranked #23.

Spartan Wealth Advisory Services LLC first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.6M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 92,883 shares of ExxonMobil worth $12.7M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 1,042 ExxonMobil shares in Q2 2026, an estimated $156K.
  • ExxonMobil made up 1.04% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #23 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's ExxonMobil position peaked at $15.6M in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.