Vanguard Capital Wealth Advisors’s ExxonMobil XOM Stock Holding History

Vanguard Capital 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	$449K	Sell	3,282 -400	-11%	-$59.9K	0.3%	67
2026 Q1	$625K	Sell	3,682 -100	-3%	-$14.6K	0.58%	37
2025 Q4	$455K	Sell	3,782 -600	-14%	-$69.6K	0.36%	58
2025 Q3	$494K	Sell	4,382 -2,182	-33%	-$243K	0.4%	62
2025 Q2	$708K	Buy	6,564 +3,508	+115%	+$375K	0.7%	32
2025 Q1	$363K	Sell	3,056 -454	-13%	-$50.2K	0.44%	50
2024 Q4	$378K	Sell	3,510 -749	-18%	-$87.6K	0.41%	55
2024 Q3	$499K	Sell	4,259 -5,836	-58%	-$674K	0.53%	46
2024 Q2	$1.16M	Sell	10,095 -1,851	-15%	-$216K	0.79%	23
2024 Q1	$1.39M	Buy	11,946 +6,830	+134%	+$715K	0.98%	22
2023 Q4	$512K	Buy	5,116 +458	+10%	+$48.1K	0.41%	57
2023 Q3	$548K	Buy	+4,658	New	+$511K	0.51%	49
2023 Q2	–	Sell	-1,903	Closed	-$209K	–	150
2023 Q1	$209K	Sell	1,903 -22	-1%	-$2.43K	0.21%	105
2022 Q4	$212K	Buy	+1,925	New	+$206K	0.25%	97
2022 Q3	–	Sell	-4,147	Closed	-$355K	–	134
2022 Q2	$355K	Sell	4,147 -1,797	-30%	-$162K	0.4%	66
2022 Q1	$490K	Buy	+5,944	New	+$462K	0.35%	73
2021 Q4	–	Sell	-7,527	Closed	-$443	–	164
2021 Q3	$443	Buy	+7,527	New	+$429K	0.3%	78
2021 Q1	–	Sell	-6,630	Closed	-$275K	–	163
2020 Q4	$275K	Buy	+6,630	New	+$249K	0.25%	103
2019 Q4	$405K	Buy	5,811 +124	+2%	+$8.57K	0.42%	70
2019 Q3	$401K	Sell	5,687 -375	-6%	-$27.1K	0.47%	64
2019 Q2	$464K	Buy	6,062 +422	+7%	+$32.7K	0.56%	56
2019 Q1	$455K	Buy	5,640 +403	+8%	+$30.7K	0.57%	54
2018 Q4	$357K	Sell	5,237 -746	-12%	-$58.5K	0.53%	59
2018 Q3	$508K	Sell	5,983 -1,848	-24%	-$151K	0.58%	54
2018 Q2	$647K	Buy	7,831 +4,050	+107%	+$323K	0.86%	44
2018 Q1	$275K	Buy	3,781 +32	+0.9%	+$2.56K	0.36%	79
2017 Q4	$314K	Buy	+3,749	New	+$310K	0.39%	74

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vanguard Capital Wealth Advisors's XOM Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors reduced its ExxonMobil (XOM) stake by 11% in Q2 2026, selling an estimated $59.9K and leaving 3,282 shares worth $449K. The position accounts for 0.3% of the portfolio, ranked #67.

Vanguard Capital Wealth Advisors first reported a position in XOM in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.39M in Q1 2024. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Vanguard Capital Wealth Advisors held 3,282 shares of ExxonMobil worth $449K as of Q2 2026.
Vanguard Capital Wealth Advisors sold 400 ExxonMobil shares in Q2 2026, an estimated $59.9K.
ExxonMobil made up 0.3% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Vanguard Capital Wealth Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 27 quarters since.
Vanguard Capital Wealth Advisors's ExxonMobil position peaked at $1.39M in Q1 2024.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.