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Spurstone Advisory Services’s ExxonMobil XOM Stock Holding History

Spurstone Advisory Services’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 		$463K Buy
3,398
+300
+10% +$44.9K 6.32% 5
2026
Q1 		$526K Sell
3,098
-300
-9% -$43.8K 9% 4
2025
Q4 		$409K Hold
3,398
– – 6.43% 4
2025
Q3 		$383K Sell
3,398
-282
-8% -$31.3K 5.5% 5
2025
Q2 		$397K Buy
3,680
+282
+8% +$30.1K 6.01% 3
2025
Q1 		$404K Hold
3,398
– – 7.86% 2
2024
Q4 		$366K Buy
+3,398
New +$397K 6.96% 3

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

Spurstone Advisory Services's XOM Position: Q2 2026 in Review

Spurstone Advisory Services increased its ExxonMobil (XOM) stake by 9.7% in Q2 2026, buying an estimated $44.9K and bringing the position to 3,398 shares worth $463K. The position accounts for 6.32% of the portfolio, ranked #5.

Spurstone Advisory Services first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $526K in Q1 2026. 4,241 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Spurstone Advisory Services held 3,398 shares of ExxonMobil worth $463K as of Q2 2026.
  • Spurstone Advisory Services bought 300 ExxonMobil shares in Q2 2026, an estimated $44.9K.
  • ExxonMobil made up 6.32% of Spurstone Advisory Services's portfolio in Q2 2026, its #5 holding.
  • Spurstone Advisory Services first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Spurstone Advisory Services's ExxonMobil position peaked at $526K in Q1 2026.
  • 4,241 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.