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VestGen Advisors’s ExxonMobil XOM Stock Holding History

VestGen 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 		$9.6M Buy
70,219
+2,779
+4% +$416K 0.28% 78
2026
Q1 		$10.2M Buy
67,440
+1,604
+2% +$234K 0.27% 73
2025
Q4 		$7.92M Buy
65,836
+13,543
+26% +$1.57M 0.34% 73
2025
Q3 		$5.9M Buy
52,293
+8,007
+18% +$890K 0.2% 111
2025
Q2 		$4.77M Buy
44,286
+3,754
+9% +$401K 0.19% 118
2025
Q1 		$4.82M Buy
+40,532
New +$4.48M 0.22% 100

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

VestGen Advisors's XOM Position: Q2 2026 in Review

VestGen Advisors increased its ExxonMobil (XOM) stake by 4.1% in Q2 2026, buying an estimated $416K and bringing the position to 70,219 shares worth $9.6M. The position accounts for 0.28% of the portfolio, ranked #78.

VestGen Advisors first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.2M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • VestGen Advisors held 70,219 shares of ExxonMobil worth $9.6M as of Q2 2026.
  • VestGen Advisors bought 2,779 ExxonMobil shares in Q2 2026, an estimated $416K.
  • ExxonMobil made up 0.28% of VestGen Advisors's portfolio in Q2 2026, its #78 holding.
  • VestGen Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's ExxonMobil position peaked at $10.2M in Q1 2026.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.