Vestia Personal Wealth Advisors’s ExxonMobil XOM Stock Holding History

Vestia Personal 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	$483K	Buy	3,530 +418	+13%	+$62.6K	0.19%	60
2026 Q1	$528K	Buy	3,112 +91	+3%	+$13.3K	0.25%	52
2025 Q4	$404K	Buy	3,021 +64	+2%	+$7.42K	0.21%	60
2025 Q3	$333K	Buy	2,957 +26	+0.9%	+$2.89K	0.19%	71
2025 Q2	$316K	Buy	2,931 +98	+3%	+$10.5K	0.22%	70
2025 Q1	$337K	Sell	2,833 -103	-4%	-$11.4K	0.27%	55
2024 Q4	$316K	Buy	2,936 +182	+7%	+$21.3K	0.26%	59
2024 Q3	$323K	Buy	2,754 +6	+0.2%	+$693	0.3%	49
2024 Q2	$316K	Buy	+2,748	New	+$320K	0.34%	49

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vestia Personal Wealth Advisors's XOM Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its ExxonMobil (XOM) stake by 13% in Q2 2026, buying an estimated $62.6K and bringing the position to 3,530 shares worth $483K. The position accounts for 0.19% of the portfolio, ranked #60.

Vestia Personal Wealth Advisors first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $528K in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Vestia Personal Wealth Advisors held 3,530 shares of ExxonMobil worth $483K as of Q2 2026.
Vestia Personal Wealth Advisors bought 418 ExxonMobil shares in Q2 2026, an estimated $62.6K.
ExxonMobil made up 0.19% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Vestia Personal Wealth Advisors first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Vestia Personal Wealth Advisors's ExxonMobil position peaked at $528K in Q1 2026.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.