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Strata Wealth Advisors’s ExxonMobil XOM Stock Holding History

Strata Wealth Advisors’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 		$512K Sell
3,748
-2,717
-42% -$407K 0.13% 56
2026
Q1 		$1.1M Buy
6,465
+113
+2% +$16.5K 0.3% 36
2025
Q4 		$764K Buy
6,352
+281
+5% +$32.6K 0.21% 42
2025
Q3 		$685K Buy
6,071
+139
+2% +$15.5K 0.18% 48
2025
Q2 		$640K Sell
5,932
-6,476
-52% -$692K 0.18% 44
2025
Q1 		$1.48M Sell
12,408
-560
-4% -$61.9K 0.46% 28
2024
Q4 		$1.39M Sell
12,968
-465
-3% -$54.4K 0.44% 29
2024
Q3 		$1.57M Buy
13,433
+640
+5% +$73.9K 0.51% 26
2024
Q2 		$1.47M Buy
12,793
+1,479
+13% +$172K 0.51% 26
2024
Q1 		$1.32M Buy
11,314
+5,933
+110% +$621K 0.46% 25
2023
Q4 		$538K Sell
5,381
-471
-8% -$49.5K 0.21% 44
2023
Q3 		$688K Buy
+5,852
New +$642K 0.33% 25
2023
Q1 		$618K Buy
5,636
+1,283
+29% +$142K 0.32% 28
2022
Q4 		$480K Buy
+4,353
New +$466K 0.27% 29

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

Strata Wealth Advisors's XOM Position: Q2 2026 in Review

Strata Wealth Advisors reduced its ExxonMobil (XOM) stake by 42% in Q2 2026, selling an estimated $407K and leaving 3,748 shares worth $512K. The position accounts for 0.13% of the portfolio, ranked #56.

Strata Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.57M in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Strata Wealth Advisors held 3,748 shares of ExxonMobil worth $512K as of Q2 2026.
  • Strata Wealth Advisors sold 2,717 ExxonMobil shares in Q2 2026, an estimated $407K.
  • ExxonMobil made up 0.13% of Strata Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Strata Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • Strata Wealth Advisors's ExxonMobil position peaked at $1.57M in Q3 2024.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.