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Strategies Wealth Advisors’s ExxonMobil XOM Stock Holding History

Strategies 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 		$424K Sell
3,099
-42
-1% -$6.29K 0.04% 131
2026
Q1 		$533K Sell
3,141
-340
-10% -$49.6K 0.05% 98
2025
Q4 		$419K Buy
3,481
+104
+3% +$12.1K 0.04% 115
2025
Q3 		$381K Sell
3,377
-17
-0.5% -$1.89K 0.04% 128
2025
Q2 		$366K Buy
3,394
+24
+0.7% +$2.57K 0.04% 125
2025
Q1 		$401K Buy
+3,370
New +$373K 0.05% 117

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

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

Strategies Wealth Advisors reduced its ExxonMobil (XOM) stake by 1.3% in Q2 2026, selling an estimated $6.29K and leaving 3,099 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #131.

Strategies Wealth Advisors first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $533K in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Strategies Wealth Advisors held 3,099 shares of ExxonMobil worth $424K as of Q2 2026.
  • Strategies Wealth Advisors sold 42 ExxonMobil shares in Q2 2026, an estimated $6.29K.
  • ExxonMobil made up 0.04% of Strategies Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • Strategies Wealth Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's ExxonMobil position peaked at $533K in Q1 2026.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.