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Strategic Wealth Advisors’s ExxonMobil XOM Stock Holding History

Strategic 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 		$44K Buy
372
+15
+4% +$2.25K 0.04% 109
2026
Q1 		$60K Sell
357
-15
-4% -$2.19K 0.05% 92
2025
Q4 		$44K Buy
+372
New +$43.1K 0.04% 109

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

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

Strategic Wealth Advisors increased its ExxonMobil (XOM) stake by 4.2% in Q2 2026, buying an estimated $2.25K and bringing the position to 372 shares worth $44K. The position accounts for 0.04% of the portfolio, ranked #109.

Strategic Wealth Advisors first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $60K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Strategic Wealth Advisors held 372 shares of ExxonMobil worth $44K as of Q2 2026.
  • Strategic Wealth Advisors bought 15 ExxonMobil shares in Q2 2026, an estimated $2.25K.
  • ExxonMobil made up 0.04% of Strategic Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Strategic Wealth Advisors first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's ExxonMobil position peaked at $60K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.